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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
US Bancorp
US Bancorp
Minnesota
$27.5M +$2.61M 5 0.08% Increased
77
Ameriprise
Ameriprise
Minnesota
$26.7M -$339K 4 0.01% Reduced
78
HCM
Hahn Capital Management
California
$25.9M +$2.78M 1 2.73% Increased
79
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$24.9M +$17.1M 2 0.15% Increased
80
ClearBridge Investments
ClearBridge Investments
New York
$23.9M +$12M 2 0.02% Increased
81
RCIM
Russell Clark Investment Management
United Kingdom
$23.7M +$6.25M 1 4.73% Increased
82
Ninety One (UK)
Ninety One (UK)
United Kingdom
$23.5M +$24M 1 0.13% Increased
83
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$23.3M +$11.7M 2 0.24% Increased
84
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$23.2M +$4.09M 3 0.21% Increased
85
Frontier Capital Management
Frontier Capital Management
Massachusetts
$22.8M -$175K 2 0.17% Reduced
86
Brandes Investment Partners
Brandes Investment Partners
California
$22.6M -$12.7M 1 0.48% Reduced
87
California Public Employees Retirement System
California Public Employees Retirement System
California
$21.8M -$3.28M 3 0.03% Reduced
88
DAC
Dividend Assets Capital
South Carolina
$21.6M +$5.01M 1 1.07% Increased
89
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$21.6M +$8.01M 3 0.03% Increased
90
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$21.1M +$245K 3 0.04% Increased
91
Barings
Barings
North Carolina
$20.5M +$7.55M 2 0.29% Increased
92
Citigroup
Citigroup
New York
$20.1M +$7.81M 7 0.02% Increased
93
Los Angeles Capital Management
Los Angeles Capital Management
California
$19.8M +$13.6M 1 0.11% Increased
94
USAA
United Services Automobile Association
Texas
$19.3M +$1.95M 3 0.05% Increased
95
AllianceBernstein
AllianceBernstein
Tennessee
$19.3M +$93.1K 5 0.01% Increased
96
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$19.1M -$11.9M 1 0.81% Reduced
97
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$18.4M +$638K 1 0.02% Increased
98
HSBC Holdings
HSBC Holdings
United Kingdom
$18.3M +$1.7M 3 0.03% Increased
99
STRS Ohio
STRS Ohio
Ohio
$18.3M -$7.21M 2 0.08% Reduced
100
Davenport & Co
Davenport & Co
Virginia
$18.2M -$220K 2 0.22% Reduced
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