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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
FFH
Fairfax Financial Holdings
Ontario, Canada
$12.4M $0 1 1% Maintained
127
LM
Luminus Management
Texas
$12.2M +$11.2M 1 0.31% New
128
RI
RWWM Inc
California
$12.2M -$187K 1 4.33% Reduced
129
Gabelli Funds
Gabelli Funds
New York
$11.9M -$487K 1 0.07% Reduced
130
JCM
Jag Capital Management
Missouri
$11.7M -$1.49M 1 2.42% Reduced
131
VOYA Investment Management
VOYA Investment Management
Georgia
$11.6M -$1.97M 2 0.03% Reduced
132
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$11.4M -$44.6K 1 0.06% Reduced
133
PAS
Point72 Asia (Singapore)
Singapore
$11.4M -$17M 1 4.66% Reduced
134
National Pension Service
National Pension Service
South Korea
$11.3M +$10.4M 1 0.08% Increased
135
Wellington Management Group
Wellington Management Group
Massachusetts
$11.2M -$5.67M 2 0% Reduced
136
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$10.8M +$2.27M 2 0.04% Increased
137
Victory Capital Management
Victory Capital Management
Texas
$10.5M +$1.25M 3 0.03% Increased
138
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.4M +$42.3K 1 0.06% Increased
139
NFA
Nationwide Fund Advisors
Ohio
$10.3M +$1.68M 3 0.04% Increased
140
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$10.3M -$4.04M 5 0.03% Reduced
141
Chevy Chase Trust
Chevy Chase Trust
Maryland
$10.3M +$291K 1 0.05% Increased
142
FG
Formula Growth
Quebec, Canada
$10.1M +$2.54M 1 2.1% Increased
143
CM
Capital Management
Virginia
$9.95M -$1.48M 1 3.08% Reduced
144
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$9.71M +$8.94M 1 0.01% New
145
Balyasny Asset Management
Balyasny Asset Management
Illinois
$9.21M +$6.03M 2 0.04% Increased
146
Barclays
Barclays
United Kingdom
$9.14M +$4.6M 7 0.01% Increased
147
Janus Henderson Group
Janus Henderson Group
$9.13M +$269K 2 0.06% Increased
148
Korea Investment Corp
Korea Investment Corp
South Korea
$9.11M +$4.28M 1 0.05% Increased
149
Kennedy Capital Management
Kennedy Capital Management
Missouri
$9.07M -$885K 1 0.16% Reduced
150
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$8.99M -$63.5K 4 0.07% Reduced
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