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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
Gabelli Funds
Gabelli Funds
New York
$10.4M +$4.29M 1 0.05% Increased
102
NFA
Nationwide Fund Advisors
Ohio
$10.2M +$3.05M 2 0.04% Increased
103
Two Sigma Advisers
Two Sigma Advisers
New York
$10.2M -$3.16M 3 0.07% Reduced
104
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$9.94M +$3.83M 1 1.04% Increased
105
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$9.88M +$7.94M 3 0.53% Increased
106
Nuveen
Nuveen
North Carolina
$9.76M -$5.33M 1 0.05% Reduced
107
Swiss National Bank
Swiss National Bank
Switzerland
$9.75M +$5.5M 2 0.03% Increased
108
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$9.47M +$3.01M 3 0.03% Increased
109
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.37M +$2.58M 5 0.01% Increased
110
Wedge Capital Management
Wedge Capital Management
North Carolina
$9.31M +$2.36M 1 0.09% Increased
111
William Blair & Company
William Blair & Company
Illinois
$9.13M +$110K 1 0.01% Increased
112
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$8.99M +$1.96M 2 0.03% Increased
113
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$8.64M -$296K 2 0.02% Reduced
114
KeyBank National Association
KeyBank National Association
Ohio
$8.6M +$8.89M 1 0.06% New
115
VanEck Associates
VanEck Associates
New York
$8.35M +$344K 3 0.05% Increased
116
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.23M -$941K 6 0.01% Reduced
117
MTB
Mizuho Trust & Banking
Japan
$8.16M +$2.48M 2 0.03% Increased
118
OAM
Oxford Asset Management
United Kingdom
$7.97M -$706K 2 0.2% Reduced
119
LI
LMCG Investments
Massachusetts
$7.54M -$4.73M 1 0.16% Reduced
120
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$7.51M +$3.91M 4 0% Increased
121
Aperio Group
Aperio Group
California
$7.48M +$2.07M 4 0.08% Increased
122
CCMH
Cornerstone Capital Management Holdings
New York
$7.41M +$7.65M 1 0.07% New
123
AllianceBernstein
AllianceBernstein
Tennessee
$7.36M +$954K 4 0.01% Increased
124
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.26M +$5.15M 2 0.04% Increased
125
Tocqueville Asset Management
Tocqueville Asset Management
New York
$7.19M +$102K 1 0.08% Increased