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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	Hardman Johnston Global Advisors Stamford, Connecticut	$18.4M	-$1M	1	0.78%	Reduced
102	USAA United Services Automobile Association San Antonio, Texas	$18.4M	-$1.33M	3	0.05%	Reduced
103	Citigroup New York	$17.3M	-$2.94M	6	0.02%	Reduced
104	Bank of Montreal Toronto, Ontario, Canada	$17.1M	+$3.91M	8	0.01%	Increased
105	FA Friess Associates Greenville, Delaware	$16.7M	+$17M	1	1.32%	New
106	Davenport & Co Richmond, Virginia	$16.6M	-$1.85M	1	0.21%	Reduced
107	Asset Management One Tokyo, Japan	$16.4M	+$376K	2	0.04%	Increased
108	AssetMark Inc Concord, California	$16.4M	+$172K	3	0.16%	Increased
109	JC Joho Capital New York	$15.8M	+$16M	1	3.43%	New
110	Royce & Associates New York	$15.7M	-$2.56M	1	0.11%	Reduced
111	RI RWWM Inc Rocklin, California	$15.4M	+$288K	1	5.02%	Increased
112	New York State Teachers Retirement System (NYSTRS) Albany, New York	$15M	-$838K	2	0.04%	Reduced
113	Raymond James & Associates St Petersburg, Florida	$14.8M	-$744K	7	0.03%	Reduced
114	DWA Dorsey Wright & Associates Pasadena, California	$14.8M	+$1.59M	1	2.17%	Increased
115	State Board of Administration of Florida Retirement System Tallahassee, Florida	$14.7M	-$626K	2	0.04%	Reduced
116	Williams Jones & Associates New York	$14.5M	+$1.79M	1	0.32%	Increased
117	Prudential Financial Newark, New Jersey	$14.3M	+$106K	2	0.02%	Increased
118	PVH Psagot Value Holdings Tel Aviv, Israel	$14.2M	+$6.9M	1	0.66%	Increased
119	APG Asset Management Amsterdam, Netherlands	$14.2M	-$779K	1	0.03%	Reduced
120	NIMC NWQ Investment Management Company Los Angeles, California	$14.1M	-$1.52M	1	0.25%	Reduced
121	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$14M	$0	1	0.76%	Maintained
122	WM WS Management Jacksonville, Florida	$13.8M	-$37.6M	1	0.39%	Reduced
123	TIP Torray Investment Partners Bethesda, Maryland	$13.3M	+$2.1M	1	1.39%	Increased
124	Chevy Chase Trust Bethesda, Maryland	$12.9M	+$23.8K	1	0.06%	Increased
125	STRS Ohio Columbus, Ohio	$12.9M	-$5.43M	2	0.06%	Reduced