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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	Retirement Systems of Alabama Montgomery, Alabama	$13.4M	-$133K	1	0.07%	Reduced
102	LM Luminus Management Houston, Texas	$13.1M	+$14.4M	1	0.42%	New
103	FIM FourPoints Investment Managers Paris, France	$13M	-$404K	1	1.51%	Reduced
104	Nordea Investment Management Stockholm, Sweden	$12.9M	-$330K	1	0.05%	Reduced
105	BAMCO Inc New York	$12.2M	+$1.77M	1	0.05%	Increased
106	BlackRock Japan Tokyo, Japan	$12.1M	+$16.3K	2	0.05%	Increased
107	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$11.9M	-$397K	1	0.02%	Reduced
108	PIA Philadelphia International Advisors Philadelphia, Pennsylvania	$11.6M	-$404K	1	2.99%	Reduced
109	Point72 Asset Management Stamford, Connecticut	$11.5M	+$12.2M	3	0.09%	New
110	Global X Management Company New York	$11.5M	+$4.02M	2	0.63%	Increased
111	MSA Mason Street Advisors Milwaukee, Wisconsin	$11.5M	-$12.2K	3	0.09%	Reduced
112	Boston Partners Boston, Massachusetts	$11.4M	-$13.3M	2	0.02%	Reduced
113	Stephens Investment Management Group Houston, Texas	$11.3M	-$38.6K	1	0.34%	Reduced
114	Aperio Group Sausalito, California	$11.2M	+$477K	3	0.15%	Increased
115	New York State Teachers Retirement System (NYSTRS) Albany, New York	$11M	-$78K	2	0.03%	Reduced
116	MAM Mercator Asset Management Boca Raton, Florida	$10.9M	$0	1	7.67%	Maintained
117	CC Carlson Capital Dallas, Texas	$10.7M	+$11.8M	1	0.12%	New
118	Prudential Financial Newark, New Jersey	$10.6M	+$4.96M	2	0.02%	Increased
119	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$10.5M	-$23.9M	2	0.04%	Reduced
120	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$10.4M	+$58K	2	0.03%	Increased
121	AIG American International Group New York	$10.3M	+$4.4K	5	0.05%	Increased
122	Tocqueville Asset Management New York	$10M	+$6.35M	2	0.11%	Increased
123	BlackRock New York	$9.94M	+$231K	4	0.01%	Increased
124	Royal Bank of Canada Toronto, Ontario, Canada	$9.9M	-$882K	6	0.01%	Reduced
125	Guggenheim Capital Chicago, Illinois	$9.32M	+$2.83M	4	0.02%	Increased