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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	AIC AWM Investment Company New York	$18.3M	+$2.06M	1	3.24%	Increased
102	FA Friess Associates Greenville, Delaware	$18.2M	-$344K	1	1.66%	Reduced
103	HSBC Holdings London, United Kingdom	$17.4M	+$11M	2	0.03%	Increased
104	Prudential Financial Newark, New Jersey	$17.3M	-$334K	2	0.03%	Reduced
105	TIP Torray Investment Partners Bethesda, Maryland	$17.3M	-$1.49M	1	1.82%	Reduced
106	Picton Mahoney Asset Management Toronto, Ontario, Canada	$17.3M	-$2.6M	1	1.23%	Reduced
107	Two Sigma Advisers New York	$17.1M	-$12M	2	0.06%	Reduced
108	AQR Capital Management Greenwich, Connecticut	$16.4M	-$8.83M	4	0.02%	Reduced
109	APG Asset Management Amsterdam, Netherlands	$16.4M	$0	1	0.03%	Maintained
110	NIMC NWQ Investment Management Company Los Angeles, California	$15.3M	-$1M	1	0.21%	Reduced
111	Arrowstreet Capital Boston, Massachusetts	$15M	-$87.5M	2	0.05%	Reduced
112	BAM Baring Asset Management London, United Kingdom	$15M	-$14.5M	1	0.97%	Reduced
113	DAC Dividend Assets Capital Ridgeland, South Carolina	$14.9M	+$15.3M	1	0.59%	New
114	Schroder Investment Management Group London, United Kingdom	$14.3M	+$5.97M	2	0.03%	Increased
115	Dana Investment Advisors Waukesha, Wisconsin	$13.9M	-$111K	1	0.65%	Reduced
116	RI RWWM Inc Rocklin, California	$13.8M	+$1.89M	1	4.89%	Increased
117	Russell Investments Group London, United Kingdom	$13.7M	-$9.4M	4	0.02%	Reduced
118	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$13.7M	+$1.29M	6	0.02%	Increased
119	Acadian Asset Management Boston, Massachusetts	$13.5M	+$1.3M	2	0.06%	Increased
120	DAM Doheny Asset Management Los Angeles, California	$13.5M	+$4.01M	1	6.31%	Increased
121	UBS Group Zurich, Switzerland	$13.4M	-$10.7M	8	0.01%	Reduced
122	Raymond James & Associates St Petersburg, Florida	$13.3M	+$385K	6	0.03%	Increased
123	JCM Jag Capital Management St Louis, Missouri	$13.3M	+$1.65M	1	2.66%	Increased
124	SFM Systematic Financial Management Teaneck, New Jersey	$13.1M	-$6.31K	1	0.24%	Reduced
125	State of Tennessee, Department of Treasury Nashville, Tennessee	$12.9M	+$5.21M	2	0.06%	Increased