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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
JCM
Jag Capital Management
Missouri
$10.1M +$3.08M 1 2.18% Increased
127
LCS
Levin Capital Strategies
New York
$10M -$7.09M 1 0.18% Reduced
128
Causeway Capital Management
Causeway Capital Management
California
$9.94M +$10.5M 1 0.21% New
129
William Blair Investment Management
William Blair Investment Management
Illinois
$9.92M -$196K 1 0.04% Reduced
130
Gabelli Funds
Gabelli Funds
New York
$9.91M -$1.4M 1 0.06% Reduced
131
Adage Capital Partners
Adage Capital Partners
Massachusetts
$9.89M +$8.78M 1 0.03% New
132
Prudential Financial
Prudential Financial
New Jersey
$9.38M +$183K 2 0.02% Increased
133
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$9.32M +$8.63M 1 0.47% New
134
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$9.15M +$8.47M 1 0.03% New
135
CM
Capital Management
Virginia
$8.86M -$1.8M 1 3.44% Reduced
136
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$8.75M +$187K 2 0.06% Increased
137
SG Americas Securities
SG Americas Securities
New York
$8.74M +$3.28M 4 0.06% Increased
138
Societe Generale
Societe Generale
$8.74M +$8.25M 4 0.06% New
139
SEI Investments
SEI Investments
Pennsylvania
$8.59M +$3.05M 4 0.05% Increased
140
ZWJ Investment Counsel
ZWJ Investment Counsel
Georgia
$8.54M -$4.95M 1 0.85% Reduced
141
FFH
Fairfax Financial Holdings
Ontario, Canada
$8.54M $0 1 0.56% Maintained
142
CIBC World Market
CIBC World Market
Ontario, Canada
$8.45M +$2.44M 3 0.04% Increased
143
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.29M +$125K 3 0.03% Increased
144
Comerica Bank
Comerica Bank
Texas
$8.11M +$182K 3 0.07% Increased
145
VBCP
Vollero Beach Capital Partners
New York
$8.09M -$303K 2 1.85% Reduced
146
RI
RWWM Inc
California
$8.09M +$5.3K 1 3.3% Increased
147
CAM
ClariVest Asset Management
California
$8.08M +$5.78M 2 0.24% Increased
148
SCM
Sandler Capital Management
New York
$7.96M +$7.37M 1 1.05% New
149
GP
GLG Partners
United Kingdom
$7.92M +$7.43M 2 0.24% New
150
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$7.85M -$6.46M 2 0.02% Reduced
4 5
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