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 |
Jump Financial
Chicago,
Illinois
| $41.3M | +$11.8M | 7 | 0.45% | Increased |
|
| 52 |
Norges Bank
Oslo,
Norway
| $40.7M | +$5.92M | 2 | 0.01% | Increased |
|
| 53 |
Two Sigma Investments
New York
| $38.8M | +$13.6M | 10 | 0.07% | Increased |
|
| 54 |
Pictet Asset Management
Carouge,
Switzerland
| $37.3M | -$26.1M | 4 | 0.04% | Reduced |
|
| 55 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $36.7M | -$707K | 3 | 0.05% | Reduced |
|
| 56 |
JP Morgan Chase
New York
| $36.7M | -$94.3M | 17 | 0% | Reduced |
|
| 57 |
Citigroup
New York
| $34.8M | -$6.6M | 18 | 0.02% | Reduced |
|
| 58 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $33.8M | -$11.3M | 10 | 0.01% | Reduced |
|
| 59 |
FFM
FengHe Fund Management
Singapore
| $32.9M | +$31M | 1 | 5.39% | New |
|
| 60 |
UBS AM
Chicago,
Illinois
| $31.5M | -$10.9M | 3 | 0.01% | Reduced |
|
| 61 |
Russell Investments Group
London,
United Kingdom
| $31.5M | +$10M | 9 | 0.04% | Increased |
|
| 62 |
Neuberger Berman Group
New York
| $29.1M | -$7.27M | 4 | 0.02% | Reduced |
|
| 63 |
Allspring Global Investments
Charlotte,
North Carolina
| $27.5M | -$557K | 2 | 0.05% | Reduced |
|
| 64 |
Nuveen
Charlotte,
North Carolina
| $26.6M | -$42.5M | 11 | 0.01% | Reduced |
|
| 65 |
KI
Koch Inc
Wichita,
Kansas
| $26.4M | $0 | 1 | 3.82% | Maintained |
|
| 66 |
First Trust Advisors
Wheaton,
Illinois
| $26.1M | +$2.81M | 5 | 0.02% | Increased |
|
| 67 |
Legal & General Group
London,
United Kingdom
| $25.9M | -$2.82M | 12 | 0.01% | Reduced |
|
| 68 |
Temasek Holdings
Singapore
| $24.9M | $0 | 1 | 0.1% | Maintained |
|
| 69 |
Bank of Montreal
Toronto,
Ontario, Canada
| $24.8M | +$354K | 9 | 0.01% | Increased |
|
| 70 |
Stifel Financial
St. Louis,
Missouri
| $24.5M | -$1.59M | 7 | 0.02% | Reduced |
|
| 71 |
AWAM
Appian Way Asset Management
New York
| $24.1M | +$2.61M | 1 | 5.34% | Increased |
|
| 72 |
Fuller & Thaler Asset Management
San Mateo,
California
| $24.1M | -$38K | 1 | 0.09% | Reduced |
|
| 73 |
Woodline Partners
San Francisco,
California
| $24M | +$6.3M | 3 | 0.13% | Increased |
|
| 74 |
HCS
Himension Capital (Singapore)
Singapore
| $23.4M | +$5.67M | 1 | 1.83% | Increased |
|
| 75 |
Voloridge Investment Management
Jupiter,
Florida
| $23M | +$8.5M | 2 | 0.08% | Increased |
|