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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
Neuberger Berman Group
Neuberger Berman Group
New York
$12.8M -$102K 2 0.01% Reduced
127
CAM
ClariVest Asset Management
California
$12.8M +$4.8M 1 0.22% Increased
128
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.7M +$2.84M 7 0.19% Increased
129
Scout Investments
Scout Investments
Missouri
$12.5M +$5.94M 1 0.29% Increased
130
Jane Street
Jane Street
New York
$12.4M +$3.65M 7 0.03% Increased
131
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.4M -$250K 1 0.06% Reduced
132
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$12.3M -$4.12M 6 0.02% Reduced
133
Nordea Investment Management
Nordea Investment Management
Sweden
$12.2M +$9.62M 1 0.03% Increased
134
Acadian Asset Management
Acadian Asset Management
Massachusetts
$11.8M +$202K 1 0.05% Increased
135
Man Group
Man Group
United Kingdom
$11.4M +$299K 1 0.05% Increased
136
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$11.3M $0 1 0.63% Maintained
137
Boston Partners
Boston Partners
Massachusetts
$11.3M -$7.24M 2 0.01% Reduced
138
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.1M +$455K 5 0.01% Increased
139
KBC Group
KBC Group
Belgium
$11M -$3.37M 2 0.1% Reduced
140
Eaton Vance Management
Eaton Vance Management
Massachusetts
$10.6M +$6.24K 1 0.03% Increased
141
Marshall Wace North America
Marshall Wace North America
New York
$10.5M +$530K 3 0.06% Increased
142
First Trust Advisors
First Trust Advisors
Illinois
$10.4M -$3.33M 2 0.02% Reduced
143
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$10.4M +$1.2M 2 0.02% Increased
144
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$10.2M +$961K 2 0.12% Increased
145
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$10.2M +$608K 1 0.03% Increased
146
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$9.7M +$3.66M 1 0.29% Increased
147
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$9.53M -$2.91M 1 0.04% Reduced
148
FG
Formula Growth
Quebec, Canada
$9.52M -$1.65M 1 1.04% Reduced
149
Canada Life
Canada Life
Manitoba, Canada
$9.52M -$2.65M 2 0.02% Reduced
150
Gabelli Funds
Gabelli Funds
New York
$9.48M $0 1 0.06% Maintained