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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
HB Wealth Management
HB Wealth Management
Georgia
$51.8M +$34.6M 1 0.6% Increased
52
Neuberger Berman Group
Neuberger Berman Group
New York
$50.8M +$8.29M 5 0.04% Increased
53
Allianz Asset Management
Allianz Asset Management
Germany
$50.1M +$31.4M 2 0.07% Increased
54
Nuveen
Nuveen
North Carolina
$49M -$938K 11 0.01% Reduced
55
PGGM Investments
PGGM Investments
Netherlands
$48.3M +$11M 1 0.69% Increased
56
Macquarie Group
Macquarie Group
Australia
$47.1M -$610K 7 0.05% Reduced
57
Fidelity Investments
Fidelity Investments
Massachusetts
$45.4M -$29.5M 16 0% Reduced
58
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$45.3M -$8.44M 1 0.7% Reduced
59
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$44.6M +$6.89M 11 0.04% Increased
60
APG Asset Management
APG Asset Management
Netherlands
$44.2M -$2.35M 1 0.08% Reduced
61
Temasek Holdings
Temasek Holdings
Singapore
$43.3M $0 1 0.2% Maintained
62
Principal Financial Group
Principal Financial Group
Iowa
$43.2M -$3.46M 6 0.03% Reduced
63
Swiss National Bank
Swiss National Bank
Switzerland
$42.9M -$360K 5 0.03% Reduced
64
NC
Nucleo Capital
Brazil
$42.3M -$4.75M 1 35.26% Reduced
65
LPL Financial
LPL Financial
California
$42.1M -$436K 21 0.02% Reduced
66
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$40.6M -$34.5M 1 0.11% Reduced
67
Mariner
Mariner
Kansas
$40.3M +$1.81M 9 0.08% Increased
68
American Century Companies
American Century Companies
Missouri
$39.1M -$4.83M 8 0.02% Reduced
69
FSC
Fourth Sail Capital
Cayman Islands
$37.7M +$43.6M 1 8.64% Increased
70
Vest Financial
Vest Financial
Virginia
$37.6M +$12.2M 1 0.9% Increased
71
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$37.5M +$179K 20 0.04% Increased
72
Deutsche Bank
Deutsche Bank
Germany
$36.8M -$5.39M 11 0.02% Reduced
73
Allspring Global Investments
Allspring Global Investments
North Carolina
$36M +$912K 5 0.06% Increased
74
Capital World Investors
Capital World Investors
California
$35.8M +$311K 1 0.01% Increased
75
Bank of Montreal
Bank of Montreal
Ontario, Canada
$33M +$8.49M 15 0.01% Increased