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Lithium & Battery Materials

Lithium, nickel, cobalt, graphite, and the refined chemicals made from them are the inputs to every rechargeable cell. Prices swing violently, because a new mine takes years to open while demand moves with vehicle sales.

47 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
51	Allianz Asset Management Munich, Germany	$128M	+$16.1M	4	0.23%	Increased
52	Wells Fargo San Francisco, California	$128M	+$544K	21	0.04%	Increased
53	Royal Bank of Canada Toronto, Ontario, Canada	$127M	+$6.17M	25	0.03%	Increased
54	UBS AM Chicago, Illinois	$125M	$0	8	0.06%	Maintained
55	Barclays London, United Kingdom	$120M	+$30.2M	16	0.08%	Increased
56	Fred Alger Management New York	$115M	+$2.58M	1	0.59%	Increased
57	Swiss National Bank Zurich, Switzerland	$114M	-$8.53M	7	0.08%	Reduced
58	Deutsche Bank Frankfurt Am Main Ge, Germany	$113M	-$9.49M	9	0.06%	Reduced
59	Nuveen Charlotte, North Carolina	$111M	-$3.83M	7	0.04%	Reduced
60	T. Rowe Price Associates Baltimore, Maryland	$109M	+$14.7M	10	0.02%	Increased
61	APG Asset Management Amsterdam, Netherlands	$103M	+$1.28M	2	0.21%	Increased
62	NC Nucleo Capital Sao Paulo, Sp, Brazil	$102M	-$19.6M	1	48.83%	Reduced
63	F FIFTHDELTA London, United Kingdom	$97.1M	-$224M	1	9.97%	Reduced
64	SEI Investments Oaks, Pennsylvania	$95.8M	-$2.04M	7	0.17%	Reduced
65	LPL Financial San Diego, California	$94.9M	+$2.09M	19	0.07%	Increased
66	Macquarie Group Sydney, NSW 2000, Australia	$94M	+$3.54M	5	0.11%	Increased
67	CC Covalis Capital London, United Kingdom	$93.3M	+$14M	3	20%	Increased
68	Citigroup New York	$89.7M	+$30M	14	0.06%	Increased
69	American Century Companies Kansas City, Missouri	$84.7M	+$12.8M	8	0.06%	Increased
70	Temasek Holdings Singapore	$84.6M	$0	1	0.49%	Maintained
71	Summit Partners Public Asset Management Boston, Massachusetts	$81.6M	+$46.2M	3	3.02%	Increased
72	Credit Suisse Zurich, Switzerland	$80.2M	+$26.7M	10	0.08%	Increased
73	Schroder Investment Management Group London, United Kingdom	$79.9M	-$131M	5	0.11%	Reduced
74	Federated Hermes Pittsburgh, Pennsylvania	$79.2M	-$14M	3	0.2%	Reduced
75	AllianceBernstein Nashville, Tennessee	$76.9M	-$27.8M	10	0.03%	Reduced