← 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
126
AIC
AWM Investment Company
New York
$11.3M +$1.46M 1 2.07% Increased
127
VanEck Associates
VanEck Associates
New York
$11.3M -$893K 3 0.05% Reduced
128
KP
Kiltearn Partners
United Kingdom
$10.6M -$46.2M 1 0.42% Reduced
129
Allianz Asset Management
Allianz Asset Management
Germany
$10.6M +$8.51M 3 0.01% Increased
130
Credit Agricole
Credit Agricole
France
$10.4M +$2.21M 2 0.03% Increased
131
Gabelli Funds
Gabelli Funds
New York
$10.4M -$247K 1 0.06% Reduced
132
MAM
Marketfield Asset Management
New York
$10.3M -$5.27M 1 1.4% Reduced
133
RI
RWWM Inc
California
$9.93M +$622K 1 3.91% Increased
134
GI
Gavea Investimentos
Brazil
$9.84M +$9.49M 1 9.42% New
135
LM
Luminus Management
Texas
$9.81M -$41.1M 1 0.25% Reduced
136
FFH
Fairfax Financial Holdings
Ontario, Canada
$9.8M $0 1 0.88% Maintained
137
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$9.59M +$10.6M 1 0.28% New
138
Panagora Asset Management
Panagora Asset Management
Massachusetts
$9.58M +$2.79M 3 0.05% Increased
139
NIMC
NWQ Investment Management Company
California
$9.49M +$9.16M 1 0.14% New
140
CM
Capital Management
Virginia
$9.47M -$78.5K 1 3.5% Reduced
141
SCM
SKBA Capital Management
California
$9.43M -$7.13M 1 1.05% Reduced
142
William Blair Investment Management
William Blair Investment Management
Illinois
$9.33M -$181K 1 0.04% Reduced
143
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$9.1M +$8.31M 2 0.08% Increased
144
ICP
Indus Capital Partners
New York
$9.05M +$8.73M 1 0.86% New
145
First Trust Advisors
First Trust Advisors
Illinois
$9.03M +$2.77M 2 0.03% Increased
146
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.02M -$20.5K 2 0.04% Reduced
147
TD Asset Management
TD Asset Management
Ontario, Canada
$8.8M +$2.5M 3 0.02% Increased
148
Raymond James & Associates
Raymond James & Associates
Florida
$8.67M +$365K 5 0.02% Increased
149
BIM
Bogle Investment Management
Massachusetts
$8.65M +$7.78M 1 0.62% Increased
150
Acadian Asset Management
Acadian Asset Management
Massachusetts
$8.64M +$277K 1 0.04% Increased
4 5
6
7 8