← All themes

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
Asset Management One
Asset Management One
Japan
$22.6M -$272K 2 0.05% Reduced
102
HSBC Holdings
HSBC Holdings
United Kingdom
$22.5M +$4M 3 0.03% Increased
103
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$22.5M +$4.96K 2 0.05% Increased
104
Boston Partners
Boston Partners
Massachusetts
$22.4M -$5.46M 2 0.03% Reduced
105
Raymond James & Associates
Raymond James & Associates
Florida
$21.4M -$106K 6 0.04% Reduced
106
Millennium Management
Millennium Management
New York
$21.1M -$33M 3 0.03% Reduced
107
Prudential Financial
Prudential Financial
New Jersey
$20.9M -$122K 2 0.03% Reduced
108
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$20.9M -$1.92M 2 0.06% Reduced
109
DWA
Dorsey Wright & Associates
California
$20.8M +$3.95M 2 3.76% Increased
110
BAMCO Inc
BAMCO Inc
New York
$19.6M -$30.8M 1 0.09% Reduced
111
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$19.5M +$1.62M 2 0.04% Increased
112
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$18.7M +$18.8M 2 0.03% New
113
Barings
Barings
North Carolina
$18.6M +$18.3M 2 0.24% Increased
114
Candriam SCA
Candriam SCA
Luxembourg
$18.5M +$335K 2 0.32% Increased
115
APG Asset Management
APG Asset Management
Netherlands
$18.4M +$895K 1 0.03% Increased
116
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$18.3M -$1.7M 2 0.21% Reduced
117
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$17.8M -$2.22M 1 1.27% Reduced
118
RCIM
Russell Clark Investment Management
United Kingdom
$17.7M -$17.1M 1 3.73% Reduced
119
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.6M -$350K 6 0.02% Reduced
120
Williams Jones & Associates
Williams Jones & Associates
New York
$17.5M -$30.1K 1 0.4% Reduced
121
NIMC
NWQ Investment Management Company
California
$17.3M -$593K 1 0.22% Reduced
122
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.2M -$3.17M 1 0.08% Reduced
123
RI
RWWM Inc
California
$16.6M +$429K 1 5.51% Increased
124
Citigroup
Citigroup
New York
$16.3M +$4.83M 6 0.01% Increased
125
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$16M +$11.6M 1 0.87% Increased