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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
Sarasin & Partners
Sarasin & Partners
United Kingdom
$12.6M -$157K 1 0.25% Reduced
127
National Pension Service
National Pension Service
South Korea
$12.3M +$1.13M 1 0.07% Increased
128
FFH
Fairfax Financial Holdings
Ontario, Canada
$12M $0 1 1.06% Maintained
129
Canada Life
Canada Life
Manitoba, Canada
$11.9M +$3.36M 2 0.03% Increased
130
US Bancorp
US Bancorp
Minnesota
$11.9M +$3.33M 4 0.04% Increased
131
BIM
Bogle Investment Management
Massachusetts
$11.8M +$6.13M 1 0.86% Increased
132
Barclays
Barclays
United Kingdom
$11.7M +$2.81M 3 0.01% Increased
133
Citigroup
Citigroup
New York
$11.7M +$5.41M 6 0.01% Increased
134
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$11.7M +$12M 1 0.03% New
135
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$11.6M +$1.51M 5 0.04% Increased
136
Gabelli Funds
Gabelli Funds
New York
$11.4M -$544K 1 0.07% Reduced
137
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$11.4M -$77.6K 1 0.06% Reduced
138
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$11.3M -$181K 2 0.03% Reduced
139
VOYA Investment Management
VOYA Investment Management
Georgia
$11.2M -$238K 2 0.03% Reduced
140
VanEck Associates
VanEck Associates
New York
$11M -$1.98M 3 0.06% Reduced
141
First Trust Advisors
First Trust Advisors
Illinois
$10.9M -$8.34M 1 0.03% Reduced
142
CIBC World Market
CIBC World Market
Ontario, Canada
$10.8M -$2.44M 4 0.05% Reduced
143
Korea Investment Corp
Korea Investment Corp
South Korea
$10.7M +$1.62M 1 0.05% Increased
144
FG
Formula Growth
Quebec, Canada
$10.5M +$4.27M 1 1.8% Increased
145
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.4M +$492K 1 0.06% Increased
146
Citadel Advisors
Citadel Advisors
Florida
$10.1M -$4.02M 7 0.01% Reduced
147
LM
Luminus Management
Texas
$10.1M -$2.15M 1 0.21% Reduced
148
Chevy Chase Trust
Chevy Chase Trust
Maryland
$10.1M -$177K 1 0.05% Reduced
149
SCM
Stevens Capital Management
Pennsylvania
$10.1M +$5.27M 3 0.38% Increased
150
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$9.92M +$6.31M 6 0% Increased