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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
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$21.2M +$9.46M 4 0.03% Increased
127
GP
Greenline Partners
New York
$21.2M -$1.77M 2 4.34% Reduced
128
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$20.8M -$11.8M 1 1.29% Reduced
129
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$20.5M +$4.89M 5 0.29% Increased
130
Weiss Asset Management
Weiss Asset Management
Massachusetts
$20.2M -$6.4M 2 0.5% Reduced
131
PEAK6 Investments
PEAK6 Investments
Illinois
$20.1M +$7.89M 6 0.05% Increased
132
Prudential plc
Prudential plc
United Kingdom
$19.5M +$3.94M 1 0.18% Increased
133
Truist Financial
Truist Financial
North Carolina
$19.4M -$4.38M 6 0.03% Reduced
134
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$19M +$4.3M 5 0.04% Increased
135
Acadian Asset Management
Acadian Asset Management
Massachusetts
$18.8M +$270K 3 0.07% Increased
136
Stifel Financial
Stifel Financial
Missouri
$18.2M -$45.2K 6 0.03% Reduced
137
CCM
Cinctive Capital Management
New York
$18.2M +$6.51M 3 0.85% Increased
138
MSR
Main Street Research
Connecticut
$18M +$1.82M 1 1.45% Increased
139
Bridgewater Associates
Bridgewater Associates
Connecticut
$18M +$62.5K 1 0.12% Increased
140
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$17.5M +$4.05M 7 0.19% Increased
141
Magnetar Financial
Magnetar Financial
Illinois
$17.2M -$3.11M 1 0.16% Reduced
142
Ghisallo Capital Management
Ghisallo Capital Management
Massachusetts
$17M +$13.6M 2 0.65% Increased
143
Causeway Capital Management
Causeway Capital Management
California
$16.9M -$2.61M 1 0.35% Reduced
144
KLWA
Kelly Lawrence W & Associates
California
$16.8M +$16.1K 1 3.62% Increased
145
BM
Baymount Management
Florida
$16.8M +$16.1M 1 3.93% New
146
EIM
Essex Investment Management
Massachusetts
$16.5M -$229K 2 1.92% Reduced
147
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$16.3M -$1.61M 2 0.29% Reduced
148
CIM
Chiron Investment Management
New York
$16.3M +$17M 1 1.96% New
149
LM
Luminus Management
Texas
$16.1M +$14.2M 2 2.35% Increased
150
Merewether Investment Management
Merewether Investment Management
Texas
$15.9M +$15.2M 1 2.8% New
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