← 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
Two Sigma Investments
Two Sigma Investments
New York
$25.4M -$59.1M 3 0.09% Reduced
77
California Public Employees Retirement System
California Public Employees Retirement System
California
$25.1M +$509K 4 0.04% Increased
78
WM
WS Management
Florida
$24.4M +$25.1M 1 0.91% New
79
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$24M +$8.24M 1 0.15% Increased
80
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$23.2M +$671K 3 0.05% Increased
81
AllianceBernstein
AllianceBernstein
Tennessee
$23.1M -$7.96K 4 0.02% Reduced
82
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$23M -$2.2M 3 0.05% Reduced
83
Causeway Capital Management
Causeway Capital Management
California
$22.6M +$30.1K 1 0.28% Increased
84
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$22.5M +$311K 2 0.29% Increased
85
RCIM
Russell Clark Investment Management
United Kingdom
$22.2M -$5.47M 2 6.19% Reduced
86
SEI Investments
SEI Investments
Pennsylvania
$21.8M -$19.5M 4 0.09% Reduced
87
Aperio Group
Aperio Group
California
$21.4M +$1.99M 4 0.13% Increased
88
Davenport & Co
Davenport & Co
Virginia
$21.3M -$4.18M 2 0.28% Reduced
89
Scout Investments
Scout Investments
Missouri
$20.9M +$1.88M 1 0.6% Increased
90
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$20.3M +$6.65M 1 0.04% Increased
91
Boston Partners
Boston Partners
Massachusetts
$20.2M -$539K 3 0.03% Reduced
92
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$19.9M +$45.4K 2 0.14% Increased
93
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$19.5M +$10.1M 1 0.03% Increased
94
ACM
Axel Capital Management
New York
$19.2M +$15.3M 2 9.43% Increased
95
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$18.9M +$810K 2 0.05% Increased
96
Asset Management One
Asset Management One
Japan
$18.8M -$186K 2 0.05% Reduced
97
BCM
Barometer Capital Management
Ontario, Canada
$18.8M -$10.3M 2 1.91% Reduced
98
NFA
Nationwide Fund Advisors
Ohio
$18.6M +$9.56M 3 0.07% Increased
99
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.4M +$1.55M 1 0.1% Increased
100
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$18.3M +$12.4K 2 0.05% Increased