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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
126
Boston Partners
Boston Partners
Massachusetts
$8.25M +$366K 2 0.01% Increased
127
NFA
Nationwide Fund Advisors
Ohio
$8.24M -$77.9K 2 0.04% Reduced
128
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$8.04M -$184K 2 0.03% Reduced
129
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.02M -$170K 5 0.01% Reduced
130
Wedge Capital Management
Wedge Capital Management
North Carolina
$7.99M +$327K 1 0.08% Increased
131
Tocqueville Asset Management
Tocqueville Asset Management
New York
$7.88M -$820K 2 0.08% Reduced
132
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$7.77M +$1.09M 1 0.45% Increased
133
MAMU
Marathon Asset Management (UK)
United Kingdom
$7.72M +$122K 1 0.19% Increased
134
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$7.41M +$150K 3 0.02% Increased
135
Jane Street
Jane Street
New York
$7.37M +$4.24M 3 0.06% Increased
136
CIBC World Market
CIBC World Market
Ontario, Canada
$7.35M +$261K 1 0.03% Increased
137
AllianceBernstein
AllianceBernstein
Tennessee
$7.32M +$274K 4 0.01% Increased
138
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$7.31M +$2.71M 4 0.03% Increased
139
HA
Heartland Advisors
Wisconsin
$7.2M -$3.37M 1 0.14% Reduced
140
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$7.15M -$442K 1 0.51% Reduced
141
Gabelli Funds
Gabelli Funds
New York
$7.09M -$177K 1 0.03% Reduced
142
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$7.09M +$79.7K 1 0.72% Increased
143
NIM
NXG Investment Management
Texas
$7.02M +$1.76M 1 0.18% Increased
144
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$6.63M +$329K 2 0.04% Increased
145
Aperio Group
Aperio Group
California
$6.6M -$3.23M 4 0.08% Reduced
146
MTB
Mizuho Trust & Banking
Japan
$6.56M +$638K 1 0.02% Increased
147
CM
Capital Management
Virginia
$6.43M +$3.44M 1 1.98% Increased
148
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$6.23M -$1.52M 2 0.02% Reduced
149
APG Asset Management
APG Asset Management
Netherlands
$6.22M -$189K 1 0.01% Reduced
150
LCP
Lombardia Capital Partners
California
$6.1M +$1.49M 1 0.18% Increased