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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
Driehaus Capital Management
Driehaus Capital Management
Illinois
$18.6M +$7.77M 4 0.64% Increased
102
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$18.2M -$141K 2 0.05% Reduced
103
Prudential Financial
Prudential Financial
New Jersey
$17.9M -$216K 2 0.03% Reduced
104
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$17.5M +$1.21M 2 0.05% Increased
105
NIMC
NWQ Investment Management Company
California
$17M -$303K 1 0.22% Reduced
106
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.9M -$1.47M 2 0.09% Reduced
107
APG Asset Management
APG Asset Management
Netherlands
$16.4M -$1.66M 1 0.03% Reduced
108
LMR Partners
LMR Partners
United Kingdom
$16.1M +$12.4M 1 1.54% Increased
109
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$16M -$905K 1 0.11% Reduced
110
DAM
Doheny Asset Management
California
$15.4M +$2.55M 1 6.97% Increased
111
Citadel Advisors
Citadel Advisors
Florida
$15.4M +$10.7M 5 0.01% Increased
112
Bank of Montreal
Bank of Montreal
Ontario, Canada
$14.7M -$3.5M 7 0.01% Reduced
113
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$14.6M +$3.12M 1 0.03% Increased
114
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$14M -$2M 1 0.65% Reduced
115
Neuberger Berman Group
Neuberger Berman Group
New York
$13.7M +$428K 2 0.02% Increased
116
CIBC World Market
CIBC World Market
Ontario, Canada
$13.6M +$2.4M 4 0.04% Increased
117
VanEck Associates
VanEck Associates
New York
$13.6M -$3.65M 3 0.06% Reduced
118
Credit Agricole
Credit Agricole
France
$13.5M -$1.82M 3 0.04% Reduced
119
Sarasin & Partners
Sarasin & Partners
United Kingdom
$13.3M -$2.94M 1 0.26% Reduced
120
Raymond James & Associates
Raymond James & Associates
Florida
$13.2M +$1.93M 6 0.03% Increased
121
ClearBridge Investments
ClearBridge Investments
New York
$13.2M -$4.02M 2 0.01% Reduced
122
SFM
Systematic Financial Management
New Jersey
$13.1M -$5.54M 1 0.23% Reduced
123
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.7M +$731K 6 0.02% Increased
124
Acadian Asset Management
Acadian Asset Management
Massachusetts
$12.5M +$1.43M 2 0.06% Increased
125
ECP
Electron Capital Partners
New York
$12.4M +$4.02M 2 3.64% Increased