← 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
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$29.4M +$1.42M 1 3.01% Increased
102
GIP
Granite Investment Partners
California
$29.1M +$101K 1 0.9% Increased
103
Storebrand Asset Management
Storebrand Asset Management
Norway
$28.9M -$487K 2 0.14% Reduced
104
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$28.7M +$21.5M 8 0.32% Increased
105
Osaic Holdings
Osaic Holdings
Arizona
$28.4M +$3.12M 12 0.06% Increased
106
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$28.1M +$3.21M 8 0.07% Increased
107
Highbridge Capital Management
Highbridge Capital Management
New York
$28M +$20.2M 1 0.78% Increased
108
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$27.5M +$12.5M 1 0.32% Increased
109
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$26.9M -$193K 2 0.06% Reduced
110
Royce & Associates
Royce & Associates
New York
$26.2M -$6.85M 1 0.18% Reduced
111
Victory Capital Management
Victory Capital Management
Texas
$25.7M -$4.17M 4 0.02% Reduced
112
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.4M +$1.27M 8 0.02% Increased
113
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$25.4M -$1.36M 2 0.97% Reduced
114
Balyasny Asset Management
Balyasny Asset Management
Illinois
$24.9M +$10M 7 0.12% Increased
115
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$24.8M -$229K 2 0.05% Reduced
116
Prudential Financial
Prudential Financial
New Jersey
$24.8M +$551K 3 0.03% Increased
117
HSBC Holdings
HSBC Holdings
United Kingdom
$24.4M +$5.97M 6 0.03% Increased
118
Canada Life
Canada Life
Manitoba, Canada
$24.1M -$5.57M 4 0.06% Reduced
119
Marshall Wace
Marshall Wace
United Kingdom
$24.1M -$10.4M 9 0.11% Reduced
120
GD
Grandfield & Dodd
New York
$24M +$360K 1 1.66% Increased
121
AFM
Anson Funds Management
Texas
$23.6M +$17.6M 1 2.25% New
122
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$23.3M +$24M 1 0.33% New
123
SAM
Scopus Asset Management
New York
$23.1M +$22.8M 2 0.3% New
124
Adage Capital Partners
Adage Capital Partners
Massachusetts
$22.6M -$27.3M 2 0.04% Reduced
125
PS
Portfolio Strategies
New York
$22.3M -$14.1M 1 4.42% Reduced