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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	HCM Hahn Capital Management Walnut Creek, California	$14.3M	-$1.75M	1	1.88%	Reduced
102	BB&T Securities Richmond, Virginia	$13.9M	+$14M	2	0.13%	Increased
103	First Trust Advisors Wheaton, Illinois	$13.8M	+$622K	3	0.03%	Increased
104	Man Group London, United Kingdom	$13.8M	-$981K	2	0.05%	Reduced
105	Davenport & Co Richmond, Virginia	$13.6M	+$549K	1	0.16%	Increased
106	Scout Investments Kansas City, Missouri	$13M	-$4.44M	1	0.25%	Reduced
107	California Public Employees Retirement System Sacramento, California	$12.7M	-$482K	3	0.02%	Reduced
108	RC Randolph Company Cincinnati, Ohio	$12.4M	+$13M	1	2.13%	New
109	Bank of Montreal Toronto, Ontario, Canada	$12.1M	-$1.26M	8	0.01%	Reduced
110	Millennium Management New York	$11.8M	-$31M	5	0.02%	Reduced
111	New York State Teachers Retirement System (NYSTRS) Albany, New York	$11.8M	-$6.16K	3	0.03%	Reduced
112	Fuller & Thaler Asset Management San Mateo, California	$11.6M	+$31.6K	1	0.14%	Increased
113	RAM RWC Asset Management London, United Kingdom	$11.6M	-$33K	2	0.51%	Reduced
114	PVH Psagot Value Holdings Tel Aviv, Israel	$11.4M	-$27.4K	1	0.46%	Reduced
115	Janus Henderson Group London,	$11.1M	-$6.51M	2	0.01%	Reduced
116	D.E. Shaw & Co New York	$11M	+$313K	5	0.01%	Increased
117	YCMGA York Capital Management Global Advisors New York	$10.8M	-$5.52M	1	0.44%	Reduced
118	State Board of Administration of Florida Retirement System Tallahassee, Florida	$10.7M	-$358K	3	0.03%	Reduced
119	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$10.5M	-$1.19M	2	0.06%	Reduced
120	Two Sigma Advisers New York	$10.3M	+$467K	4	0.03%	Increased
121	TIP Torray Investment Partners Bethesda, Maryland	$10.3M	-$306K	1	1.07%	Reduced
122	EIP Edgbaston Investment Partners	$10.3M	+$5.23M	1	8.64%	Increased
123	STRS Ohio Columbus, Ohio	$10M	-$486K	3	0.04%	Reduced
124	Thornburg Investment Management Santa Fe, New Mexico	$9.8M	+$7.03M	1	0.09%	Increased
125	PAS Professional Advisory Services Vero Beach, Florida	$9.49M	+$331K	1	1.84%	Increased