← All themes

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
Robeco Schweiz
Robeco Schweiz
Switzerland
$22.6M -$833K 3 2.07% Reduced
77
Emerald Acquisition
Emerald Acquisition
Washington
$22.2M +$20.4M 3 0.04% New
78
Envestnet Asset Management
Envestnet Asset Management
Illinois
$22.2M +$17.3M 5 0.09% Increased
79
BAMCO Inc
BAMCO Inc
New York
$22M +$4.21M 1 0.12% Increased
80
Balyasny Asset Management
Balyasny Asset Management
Illinois
$21.6M -$20.5M 2 0.14% Reduced
81
D.E. Shaw & Co
D.E. Shaw & Co
New York
$21.5M +$9.32M 4 0.04% Increased
82
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$21.4M +$4.76M 2 0% Increased
83
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$20.9M +$19.3M 1 0.23% New
84
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$20.7M +$97K 3 0.04% Increased
85
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$20.4M -$1.07M 1 2.4% Reduced
86
UBS Group
UBS Group
Switzerland
$20.3M -$8.22M 9 0.01% Reduced
87
Neuberger Berman Group
Neuberger Berman Group
New York
$20.2M +$2.6M 2 0.03% Increased
88
Two Sigma Investments
Two Sigma Investments
New York
$20.1M +$10.2M 3 0.09% Increased
89
STRS Ohio
STRS Ohio
Ohio
$20.1M -$43.8M 5 0.09% Reduced
90
Davenport & Co
Davenport & Co
Virginia
$20M -$291K 1 0.3% Reduced
91
GE
General Electric
Ohio
$19.8M +$18.3M 1 0.1% New
92
Bank of Montreal
Bank of Montreal
Ontario, Canada
$19.7M +$6.76M 5 0.02% Increased
93
Global X Management Company
Global X Management Company
New York
$19.5M +$8.83M 4 0.99% Increased
94
UBS AM
UBS AM
Illinois
$19.3M -$32.7K 2 0.02% Reduced
95
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$19M +$4.94M 3 0.25% Increased
96
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$18.9M +$17.7M 1 0.19% New
97
Wells Fargo
Wells Fargo
California
$18.9M +$8.38M 5 0.01% Increased
98
Frontier Capital Management
Frontier Capital Management
Massachusetts
$18.5M -$578K 1 0.15% Reduced
99
AllianceBernstein
AllianceBernstein
Tennessee
$18M +$9.16M 3 0.02% Increased
100
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$17.7M -$344K 1 0.04% Reduced