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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
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$11.2M +$171K 1 1.19% Increased
102
OAM
Oxford Asset Management
United Kingdom
$11.1M +$1.22M 2 0.32% Increased
103
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$11M +$6.36M 3 0.14% Increased
104
HSBC Holdings
HSBC Holdings
United Kingdom
$10.9M +$7.16M 3 0.03% Increased
105
HHC
Hutchin Hill Capital
New York
$10.7M +$8.67M 2 0.31% Increased
106
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$10.6M +$348K 2 0.03% Increased
107
William Blair Investment Management
William Blair Investment Management
Illinois
$10.1M -$120K 1 0.04% Reduced
108
Bank of Montreal
Bank of Montreal
Ontario, Canada
$10.1M +$7.47M 5 0.01% Increased
109
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.86M +$110K 4 0.01% Increased
110
APG Asset Management
APG Asset Management
Netherlands
$9.82M +$5.8M 1 0.02% Increased
111
Two Sigma Investments
Two Sigma Investments
New York
$9.7M -$10.4M 3 0.05% Reduced
112
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$9.4M -$416K 2 0.04% Reduced
113
KGI
Kopernik Global Investors
Florida
$9.23M +$338K 1 1.71% Increased
114
Gabelli Funds
Gabelli Funds
New York
$9.21M -$933K 1 0.06% Reduced
115
FFH
Fairfax Financial Holdings
Ontario, Canada
$9.08M $0 1 0.55% Maintained
116
Wedge Capital Management
Wedge Capital Management
North Carolina
$9M -$513K 1 0.09% Reduced
117
BlackRock Japan
BlackRock Japan
Japan
$8.91M -$28.8K 1 0.03% Reduced
118
CM
Capital Management
Virginia
$8.71M -$1.85M 1 3.37% Reduced
119
RI
RWWM Inc
California
$8.6M +$396K 1 3.61% Increased
120
Two Sigma Advisers
Two Sigma Advisers
New York
$8.41M -$1.87M 3 0.05% Reduced
121
ACM
Amber Capital Management
Cayman Islands
$8.41M -$349K 1 12.24% Reduced
122
AIC
AWM Investment Company
New York
$8.34M +$1.08K 1 1.75% Increased
123
Wells Fargo
Wells Fargo
California
$8.26M -$1.54M 5 0% Reduced
124
VAM
Visium Asset Management
New York
$8.16M -$3.15M 1 0.14% Reduced
125
Global X Management Company
Global X Management Company
New York
$8.07M +$257K 4 0.51% Increased
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5
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