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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
Nomura Asset Management
Nomura Asset Management
Japan
$32.2M +$6.12M 2 0.11% Increased
77
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$31.5M -$2.65M 3 0.02% Reduced
78
Russell Investments Group
Russell Investments Group
United Kingdom
$31.5M +$2.16M 13 0.05% Increased
79
AWAM
Appian Way Asset Management
New York
$31.3M +$4.94M 1 8.02% Increased
80
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$31.2M -$11.5M 2 0.13% Reduced
81
Frontier Capital Management
Frontier Capital Management
Massachusetts
$31M +$9.39M 2 0.31% Increased
82
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$30M +$913K 16 0.05% Increased
83
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$27.5M +$34.3M 1 0.25% New
84
D.E. Shaw & Co
D.E. Shaw & Co
New York
$26.9M +$4.27M 9 0.03% Increased
85
Stifel Financial
Stifel Financial
Missouri
$25.9M -$192K 10 0.03% Reduced
86
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$25.7M -$295K 1 0.11% Reduced
87
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$25.6M +$521K 10 0.03% Increased
88
Group One Trading
Group One Trading
Illinois
$25.2M +$21.4M 20 0.1% Increased
89
Prudential plc
Prudential plc
United Kingdom
$25M +$4.5M 1 0.17% Increased
90
PEAK6 Investments
PEAK6 Investments
Illinois
$24.5M +$23.1M 4 0.06% Increased
91
Point72 Asset Management
Point72 Asset Management
Connecticut
$23.7M +$8.27M 4 0.06% Increased
92
Marshall Wace
Marshall Wace
United Kingdom
$23.4M +$25.3M 6 0.03% Increased
93
ALPS Advisors
ALPS Advisors
Colorado
$23.3M +$6.41M 9 0.16% Increased
94
PRO
Pensioenfonds Rail & OV
Netherlands
$22.7M -$442K 1 1.7% Reduced
95
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$22.1M -$5.2M 2 0.05% Reduced
96
AllianceBernstein
AllianceBernstein
Tennessee
$21.9M -$17.4M 10 0.01% Reduced
97
ECP
Electron Capital Partners
New York
$21.7M +$395K 1 1.12% Increased
98
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$21.7M -$5.99M 11 0.01% Reduced
99
Holocene Advisors
Holocene Advisors
New York
$21.4M +$26.7M 1 0.09% New
100
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$21.1M +$7.2M 2 0.04% Increased