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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
California Public Employees Retirement System
California Public Employees Retirement System
California
$21.1M -$1.85M 2 0.02% Reduced
102
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$20.9M +$18.9M 2 0.05% Increased
103
CCM
Cinctive Capital Management
New York
$20.9M -$788K 2 0.99% Reduced
104
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20.4M -$4.42M 8 0.01% Reduced
105
Adage Capital Partners
Adage Capital Partners
Massachusetts
$20M +$6.35M 3 0.04% Increased
106
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$19.5M +$1.56M 2 0.02% Increased
107
GD
Grandfield & Dodd
New York
$19.3M +$1.23M 1 1.22% Increased
108
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$18.9M +$851K 10 0% Increased
109
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$18.8M -$1.85M 2 0.08% Reduced
110
GJL
Gendell Jeffrey L
$17.8M +$1.3M 1 0.62% Increased
111
HSBC Holdings
HSBC Holdings
United Kingdom
$17.7M -$517K 6 0.01% Reduced
112
SCM
Shapiro Capital Management
Georgia
$16.9M -$190K 1 0.51% Reduced
113
KI
Koch Industries
Kansas
$16.9M $0 1 1.97% Maintained
114
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$16.4M -$3.36M 14 0.03% Reduced
115
Balyasny Asset Management
Balyasny Asset Management
Illinois
$16.4M -$19.1M 4 0.03% Reduced
116
SCM
SIR Capital Management
New York
$16.3M +$380K 2 1.62% Increased
117
Tredje AP-fonden
Tredje AP-fonden
Sweden
$16.3M -$60.3K 2 0.16% Reduced
118
CP
CenterBook Partners
Connecticut
$15.7M +$10.7M 3 0.98% Increased
119
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15.5M +$2.95M 2 0.04% Increased
120
STRS Ohio
STRS Ohio
Ohio
$15.2M -$1.57M 6 0.06% Reduced
121
Raymond James & Associates
Raymond James & Associates
Florida
$15.1M -$2.55M 12 0.01% Reduced
122
Readystate Asset Management
Readystate Asset Management
Illinois
$14.5M -$1.12M 2 0.47% Reduced
123
Baird Financial Group
Baird Financial Group
Wisconsin
$14.4M -$770K 3 0.03% Reduced
124
Cantor Fitzgerald
Cantor Fitzgerald
New York
$14.3M +$153K 2 2.82% Increased
125
1832 Asset Management
1832 Asset Management
Ontario, Canada
$14.3M +$12.8M 4 0.01% Increased
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