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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
76	HI Honeywell International Charlotte, North Carolina	$18.1M	+$18.7M	1	0.42%	New
77	RM RCF Management Denver, Colorado	$17.4M	+$230K	1	93.25%	Increased
78	HCM Hahn Capital Management Walnut Creek, California	$17M	+$3.39M	1	1.48%	Increased
79	TAL TIG Advisors LLC New York	$16.4M	+$17M	1	0.65%	New
80	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$15.3M	+$280K	1	2.15%	Increased
81	BlackRock New York	$14.5M	+$3.96M	4	0.02%	Increased
82	Retirement Systems of Alabama Montgomery, Alabama	$14.4M	+$2.46M	1	0.08%	Increased
83	Neuberger Berman Group New York	$14.3M	+$1.19M	2	0.02%	Increased
84	Russell Frank Company Seattle, Washington	$14.3M	+$3.12M	3	0.03%	Increased
85	Mackenzie Financial Toronto Ontario, Ontario, Canada	$13.9M	$0	1	0.07%	Maintained
86	EARNEST Partners Atlanta, Georgia	$13.6M	+$573K	2	0.12%	Increased
87	Two Sigma Investments New York	$13.6M	-$6.15M	4	0.06%	Reduced
88	Gotham Asset Management New York	$13.2M	-$3.33M	1	0.1%	Reduced
89	Citadel Advisors Miami, Florida	$13.1M	-$44.5M	6	0.01%	Reduced
90	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$12.9M	+$4.75M	2	0.05%	Increased
91	Frontier Capital Management Boston, Massachusetts	$12.8M	-$615K	1	0.09%	Reduced
92	AIG American International Group New York	$12.6M	+$4.02M	5	0.05%	Increased
93	UBS AM Chicago, Illinois	$12.5M	-$10.8M	2	0.01%	Reduced
94	Prudential Financial Newark, New Jersey	$12.5M	-$1.97M	2	0.02%	Reduced
95	Global X Management Company New York	$12.5M	+$4.99M	3	0.71%	Increased
96	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$12.5M	+$4.34M	3	0.03%	Increased
97	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$12.2M	+$3.44M	2	0.03%	Increased
98	First Trust Advisors Wheaton, Illinois	$11.3M	+$2.32M	2	0.03%	Increased
99	Davenport & Co Richmond, Virginia	$10.7M	-$797K	1	0.16%	Reduced
100	Boston Partners Boston, Massachusetts	$10.4M	+$2.61M	2	0.02%	Increased