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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
CIBC World Markets
CIBC World Markets
New York
$9.38M +$7.3M 1 0.07% Increased
127
Citadel Advisors
Citadel Advisors
Florida
$9.16M -$37M 9 0% Reduced
128
FG
Formula Growth
Quebec, Canada
$9.07M +$1.98M 2 1.29% Increased
129
NIMC
NWQ Investment Management Company
California
$8.98M -$273K 1 0.2% Reduced
130
Snyder Capital Management
Snyder Capital Management
California
$8.94M +$851K 1 0.4% Increased
131
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$8.84M -$3.15M 7 0.02% Reduced
132
Prudential Financial
Prudential Financial
New Jersey
$8.77M -$174K 3 0.01% Reduced
133
GD
Grandfield & Dodd
New York
$8.76M +$729K 1 0.87% Increased
134
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$8.67M +$65.9K 3 0.11% Increased
135
AIC
AWM Investment Company
New York
$8.55M +$3.35M 1 1.64% Increased
136
TAM
Tiverton Asset Management
Delaware
$8.46M +$5.76M 2 0.3% Increased
137
APG Asset Management
APG Asset Management
Netherlands
$8.31M -$1.61M 2 0.01% Reduced
138
Masters Capital Management
Masters Capital Management
Georgia
$8.3M +$1.8M 1 0.41% Increased
139
Chevy Chase Trust
Chevy Chase Trust
Maryland
$8.25M +$403K 1 0.03% Increased
140
AQR Arbitrage
AQR Arbitrage
Connecticut
$8.17M +$3.48M 1 0.09% Increased
141
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$8.02M -$2.18M 2 0.38% Reduced
142
Eaton Vance Management
Eaton Vance Management
Massachusetts
$7.93M $0 1 0.02% Maintained
143
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.9M +$136K 3 0.01% Increased
144
Pzena Investment Management
Pzena Investment Management
New York
$7.87M +$82.6K 1 0.04% Increased
145
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$7.57M -$28.6M 2 0.07% Reduced
146
PGCM
Prescott Group Capital Management
Oklahoma
$7.46M +$2.89M 2 1.82% Increased
147
Guggenheim Capital
Guggenheim Capital
Illinois
$7.37M -$74.2K 4 0.06% Reduced
148
Channing Capital Management
Channing Capital Management
Illinois
$6.91M +$1.17M 1 0.32% Increased
149
Gabelli Funds
Gabelli Funds
New York
$6.9M -$148K 1 0.04% Reduced
150
Federated Hermes
Federated Hermes
Pennsylvania
$6.88M +$148K 2 0.02% Increased