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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
101
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$11.1M +$70.9K 2 0.03% Increased
102
PIA
Philadelphia International Advisors
Pennsylvania
$10.9M -$413K 1 2.37% Reduced
103
Aperio Group
Aperio Group
California
$10.9M -$8.46M 0 – Closed
104
SAM
Skyline Asset Management
Illinois
$10.7M +$3.17M 1 1.1% Increased
105
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$10.6M -$1.02M 2 0.03% Reduced
106
American Century Companies
American Century Companies
Missouri
$10.1M -$1.01M 2 0.01% Reduced
107
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$10.1M -$188K 2 0.03% Reduced
108
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$9.98M +$643K 1 0.55% Increased
109
NFA
Nationwide Fund Advisors
Ohio
$9.75M -$113K 2 0.04% Reduced
110
AllianceBernstein
AllianceBernstein
Tennessee
$9.73M +$341K 5 0.01% Increased
111
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$9.68M -$548K 3 0.03% Reduced
112
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$9.66M +$3.12K 2 0.08% Increased
113
Barclays
Barclays
United Kingdom
$9.25M +$4.35M 5 0.01% Increased
114
HCM
Hahn Capital Management
California
$9.25M -$726K 1 1.28% Reduced
115
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$8.93M $0 1 0.03% Maintained
116
Old National Bancorp
Old National Bancorp
Indiana
$8.87M -$115K 1 0.81% Reduced
117
AMG National Trust Bank
AMG National Trust Bank
Colorado
$8.74M +$9.44M 1 0.98% New
118
BlackRock
BlackRock
New York
$8.55M +$6.09K 4 0.01% Increased
119
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.4M +$976K 4 0.01% Increased
120
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$8.37M -$5.42M 2 0.03% Reduced
121
WA
Westport Advisers
Connecticut
$8.07M $0 1 0.73% Maintained
122
Prudential Financial
Prudential Financial
New Jersey
$8.04M +$374K 3 0.02% Increased
123
KIM
Kestrel Investment Management
California
$7.99M -$4.91M 1 0.98% Reduced
124
Wedge Capital Management
Wedge Capital Management
North Carolina
$7.95M -$426K 1 0.08% Reduced
125
Gabelli Funds
Gabelli Funds
New York
$7.8M $0 1 0.04% Maintained