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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	DWA Dorsey Wright & Associates Pasadena, California	$17M	+$2.36M	2	3.92%	Increased
127	AssetMark Inc Concord, California	$17M	+$16.6M	3	0.19%	Increased
128	Barclays London, United Kingdom	$16.5M	+$1.11M	5	0.02%	Increased
129	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$16.2M	+$565K	1	0.09%	Increased
130	BAM Baring Asset Management London, United Kingdom	$16.2M	-$2.76M	1	0.95%	Reduced
131	NIMC NWQ Investment Management Company Los Angeles, California	$15.9M	-$1.1M	1	0.19%	Reduced
132	AHL Partners London, United Kingdom	$15.8M	+$10.4M	1	0.28%	Increased
133	Credit Agricole Montrouge Cedex, France	$15.8M	+$3.45M	2	0.05%	Increased
134	ECP Electron Capital Partners New York	$15.4M	+$3.23M	1	2.88%	Increased
135	Canada Life Winnipeg, Manitoba, Canada	$14.8M	-$163K	2	0.04%	Reduced
136	CCMH Cornerstone Capital Management Holdings New York	$14.5M	+$10.5M	2	0.11%	Increased
137	VanEck Associates New York	$14.4M	-$408K	3	0.07%	Reduced
138	RI RWWM Inc Rocklin, California	$14.4M	-$943K	1	5.15%	Reduced
139	American Century Companies Kansas City, Missouri	$14.3M	+$11M	2	0.01%	Increased
140	Gabelli Funds Rye, New York	$14.3M	-$357K	1	0.08%	Reduced
141	CM Capital Management Glen Allen, Virginia	$14M	+$2.41M	1	3.99%	Increased
142	Korea Investment Corp Seoul, South Korea	$14M	+$155K	1	0.06%	Increased
143	Pictet Asset Management (UK) London, United Kingdom	$13.7M	-$1.15M	2	0.04%	Reduced
144	Acadian Asset Management Boston, Massachusetts	$13.6M	-$1.4M	3	0.06%	Reduced
145	SFM Systematic Financial Management Teaneck, New Jersey	$13.5M	-$2.98M	1	0.27%	Reduced
146	FG Formula Growth Montreal, Quebec, Canada	$13.4M	+$2.27M	1	2.11%	Increased
147	VOYA Investment Management Atlanta, Georgia	$13.4M	-$956K	2	0.03%	Reduced
148	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$13.3M	$0	1	1.09%	Maintained
149	State of Wisconsin Investment Board Madison, Wisconsin	$13.2M	+$906K	1	0.04%	Increased
150	Chevy Chase Trust Bethesda, Maryland	$13.1M	+$111K	1	0.06%	Increased