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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
ACB
Aristotle Capital Boston
Massachusetts
$17.8M +$3.06M 1 0.52% Increased
77
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$17.4M +$8.58M 1 0.17% Increased
78
VanEck Associates
VanEck Associates
New York
$17.3M -$9.76M 3 0.08% Reduced
79
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$17.3M +$352K 3 0.03% Increased
80
California Public Employees Retirement System
California Public Employees Retirement System
California
$17.3M +$4.61M 3 0.02% Increased
81
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$17.2M -$8.36M 1 0.04% Reduced
82
Janus Henderson Group
Janus Henderson Group
$17M +$5.89M 2 0.01% Increased
83
Moore Capital Management
Moore Capital Management
New York
$16.7M -$10.2M 1 0.67% Reduced
84
JC
Joho Capital
New York
$16.6M +$16.6M 1 2.92% New
85
Causeway Capital Management
Causeway Capital Management
California
$16.4M -$79.8K 1 0.2% Reduced
86
JP Morgan Chase
JP Morgan Chase
New York
$16.2M +$954K 5 0% Increased
87
Fidelity Investments
Fidelity Investments
Massachusetts
$16.1M -$20.4M 6 0% Reduced
88
AllianceBernstein
AllianceBernstein
Tennessee
$16M -$101K 5 0.01% Reduced
89
Deutsche Bank
Deutsche Bank
Germany
$15.6M -$2.75M 6 0.01% Reduced
90
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$15.5M -$236K 5 0.13% Reduced
91
ICOM
Investment Counselors of Maryland
Maryland
$15.4M +$15.3M 2 0.72% Increased
92
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$15.1M +$696K 1 0.78% Increased
93
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$14.8M +$416K 1 0.18% Increased
94
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$14.8M +$762K 6 0.01% Increased
95
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$14.7M +$123K 1 0.05% Increased
96
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$14.6M +$75.4K 3 0.03% Increased
97
First Trust Advisors
First Trust Advisors
Illinois
$14.4M +$876K 3 0.03% Increased
98
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$14.3M +$5.69M 7 0.03% Increased
99
HCM
Hahn Capital Management
California
$14.1M -$21.7K 1 1.88% Reduced
100
MD Financial Management
MD Financial Management
Ontario, Canada
$13.7M +$194K 1 0.72% Increased
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