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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
SBCM
Schwerin Boyle Capital Management
Massachusetts
$10.1M -$81K 1 1.4% Reduced
102
LIM
Lorem Ipsum Management
New York
$9.88M +$9.08M 1 3.5% New
103
Citadel Advisors
Citadel Advisors
Florida
$9.78M -$105M 4 0.01% Reduced
104
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$9.63M +$88.4K 1 1.05% Increased
105
CM
Capital Management
Virginia
$9.52M -$190K 1 3.61% Reduced
106
Two Sigma Advisers
Two Sigma Advisers
New York
$9.47M +$4.78M 3 0.06% Increased
107
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$9.43M +$5.45K 2 0.03% Increased
108
MTB
Mizuho Trust & Banking
Japan
$9.28M +$108K 2 0.03% Increased
109
AAP
Ardsley Advisory Partners
Connecticut
$9.19M +$8.18M 1 1.2% Increased
110
Boston Partners
Boston Partners
Massachusetts
$9.05M -$9.22M 2 0.01% Reduced
111
Gabelli Funds
Gabelli Funds
New York
$9.02M $0 1 0.05% Maintained
112
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$8.82M -$669K 2 0.03% Reduced
113
Wells Fargo
Wells Fargo
California
$8.65M -$12M 5 0% Reduced
114
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.63M -$67.3K 4 0.01% Reduced
115
Wedge Capital Management
Wedge Capital Management
North Carolina
$8.41M -$1.02M 1 0.09% Reduced
116
LCS
Levin Capital Strategies
New York
$8.18M +$7.52M 1 0.14% New
117
KGI
Kopernik Global Investors
Florida
$8.18M -$9.33M 1 1.76% Reduced
118
ACM
Amber Capital Management
Cayman Islands
$8.15M +$702K 1 8.9% Increased
119
OAM
Oxford Asset Management
United Kingdom
$8.01M +$1.98M 3 0.19% Increased
120
SCM
SIR Capital Management
New York
$7.88M +$2.46M 1 1.07% Increased
121
BlackRock Japan
BlackRock Japan
Japan
$7.84M +$713K 1 0.03% Increased
122
KeyBank National Association
KeyBank National Association
Ohio
$7.68M -$4.84M 1 0.05% Reduced
123
Global X Management Company
Global X Management Company
New York
$7.66M -$3.04M 4 0.52% Reduced
124
Korea Investment Corp
Korea Investment Corp
South Korea
$7.3M -$149K 1 0.05% Reduced
125
Prudential Financial
Prudential Financial
New Jersey
$7.17M +$150K 2 0.01% Increased