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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
Old Mission Capital
Old Mission Capital
Illinois
$9.1M +$10.6M 1 1.25% New
102
LI
LMCG Investments
Massachusetts
$9.09M +$2.42M 1 0.19% Increased
103
NFA
Nationwide Fund Advisors
Ohio
$8.49M +$153K 2 0.04% Increased
104
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.47M +$2.81M 6 0.01% Increased
105
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$8.16M +$422K 2 0.03% Increased
106
VOYA Investment Management
VOYA Investment Management
Georgia
$8.14M -$817K 2 0.02% Reduced
107
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$7.85M +$8.2M 1 0.01% Increased
108
CM
Capital Management
Virginia
$7.66M +$2.42M 1 3.07% Increased
109
BIM
Bogle Investment Management
Massachusetts
$7.6M +$8.87M 1 0.54% New
110
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$7.52M +$29.4K 2 0.03% Increased
111
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$7.51M -$871K 1 0.85% Reduced
112
Wedge Capital Management
Wedge Capital Management
North Carolina
$7.49M +$1.07M 1 0.08% Increased
113
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$7.42M $0 2 0.02% Maintained
114
D.E. Shaw & Co
D.E. Shaw & Co
New York
$7.2M -$6.47M 2 0.01% Reduced
115
MTB
Mizuho Trust & Banking
Japan
$7.18M +$513K 2 0.02% Increased
116
Gabelli Funds
Gabelli Funds
New York
$7.1M -$244K 1 0.04% Reduced
117
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.86M -$1.22M 4 0.01% Reduced
118
FFH
Fairfax Financial Holdings
Ontario, Canada
$6.72M +$7.85M 1 0.62% New
119
SAM
Scopus Asset Management
New York
$6.39M +$7.08M 1 0.18% New
120
AIC
AWM Investment Company
New York
$6.39M +$6.44M 1 1.24% New
121
LCP
Lombardia Capital Partners
California
$6.32M +$1.11M 1 0.3% Increased
122
Spot Trading
Spot Trading
Illinois
$6.27M +$2.58M 3 0.06% Increased
123
PEAK6 Group
PEAK6 Group
Illinois
$6.12M +$4.09M 1 0.03% Increased
124
RM
RCF Management
Colorado
$5.96M +$193K 1 89% Increased
125
VanEck Associates
VanEck Associates
New York
$5.94M -$1.14M 2 0.05% Reduced