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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
Guggenheim Capital
Guggenheim Capital
Illinois
$13.4M +$11.8M 2 0.04% Increased
77
TGI
Tradewinds Global Investors
California
$13.2M +$691K 1 0.65% Increased
78
HCM
Hahn Capital Management
California
$13.2M +$376K 1 1.3% Increased
79
Credit Suisse
Credit Suisse
Switzerland
$13.2M -$6.64M 4 0.02% Reduced
80
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$12.9M -$6.44M 1 0.02% Reduced
81
UBS AM
UBS AM
Illinois
$12.2M +$1.59M 2 0.01% Increased
82
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$12M -$4.78K 1 0.07% Reduced
83
UBS Group
UBS Group
Switzerland
$11.6M -$1.68M 9 0.01% Reduced
84
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$11.5M +$603K 1 0.3% Increased
85
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$10.7M +$8.8M 2 0.35% Increased
86
Frontier Capital Management
Frontier Capital Management
Massachusetts
$10.7M -$4.59K 1 0.09% Reduced
87
AIG
American International Group
New York
$10.4M -$26.2K 5 0.05% Reduced
88
KeyBank National Association
KeyBank National Association
Ohio
$10.2M +$1.24M 1 0.07% Increased
89
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$10.2M +$306K 2 0.03% Increased
90
SBCM
Schwerin Boyle Capital Management
Massachusetts
$10M +$98.2K 1 1.44% Increased
91
William Blair Investment Management
William Blair Investment Management
Illinois
$10M +$10.7M 1 0.02% New
92
Robeco Schweiz
Robeco Schweiz
Switzerland
$9.9M +$5.27M 3 0.92% Increased
93
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$9.81M -$363K 2 0.02% Reduced
94
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$9.78M +$685K 5 0% Increased
95
BlackRock
BlackRock
New York
$9.72M +$746K 3 0.02% Increased
96
Swiss National Bank
Swiss National Bank
Switzerland
$9.61M +$1.03M 2 0.02% Increased
97
Aperio Group
Aperio Group
California
$9.55M +$5.28M 4 0.1% Increased
98
Global X Management Company
Global X Management Company
New York
$9.35M -$666K 3 0.7% Reduced
99
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.14M +$3.6M 1 0.11% Increased
100
Davenport & Co
Davenport & Co
Virginia
$9.11M +$273K 1 0.15% Increased