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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	RM RCF Management Denver, Colorado	$6.8M	+$212K	1	87.17%	Increased
127	DCM Dupont Capital Management Wilmington, Delaware	$6.64M	-$18.7M	1	0.14%	Reduced
128	Aperio Group Sausalito, California	$6.54M	-$345K	4	0.07%	Reduced
129	Prudential Financial Newark, New Jersey	$6.29M	-$7.29M	2	0.01%	Reduced
130	LOAMU Lombard Odier Asset Management (USA) New York	$6.23M	+$6.59M	1	0.44%	New
131	MLICM Metropolitan Life Insurance Company (MetLife) New York	$5.82M	-$129K	2	0.04%	Reduced
132	Robeco Schweiz Zurich, Switzerland	$5.75M	-$295K	1	0.48%	Reduced
133	CIBC World Market Toronto, Ontario, Canada	$5.74M	+$140K	1	0.02%	Increased
134	TPSF Texas Permanent School Fund Austin, Texas	$5.71M	-$359K	2	0.07%	Reduced
135	State of Wisconsin Investment Board Madison, Wisconsin	$5.68M	-$1.06M	2	0.02%	Reduced
136	Spot Trading Chicago, Illinois	$5.6M	+$3.32M	3	0.05%	Increased
137	Two Sigma Advisers New York	$5.56M	-$3.52M	2	0.04%	Reduced
138	Nikko Asset Management Americas New York	$5.46M	+$483K	1	0.38%	Increased
139	CAM Cubic Asset Management Boston, Massachusetts	$5.43M	-$246K	1	1.73%	Reduced
140	Korea Investment Corp Seoul, South Korea	$5.32M	$0	1	0.05%	Maintained
141	MAMU Marathon Asset Management (UK) London, United Kingdom	$5.21M	+$136K	1	0.12%	Increased
142	Zurich Cantonal Bank Zurich, Switzerland	$5.17M	+$2.51M	2	0.07%	Increased
143	Employees Retirement System of Texas Austin, Texas	$5.13M	+$1.85M	2	0.07%	Increased
144	LM Luminus Management Houston, Texas	$5.03M	+$1.39M	1	0.16%	Increased
145	HSBC Holdings London, United Kingdom	$4.67M	+$189K	3	0.01%	Increased
146	PP PDT Partners New York	$4.59M	+$2.95M	1	0.12%	Increased
147	Schroder Investment Management Group London, United Kingdom	$4.44M	+$645K	1	0.01%	Increased
148	CAM Capstone Asset Management Houston, Texas	$4.36M	-$728K	4	0.13%	Reduced
149	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$4.35M	+$4.92M	1	0.49%	New
150	AMG National Trust Bank Greenwood Village, Colorado	$4.27M	-$122K	1	0.39%	Reduced