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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
Fisher Asset Management
Fisher Asset Management
Washington
$33.4M +$35.2M 1 0.02% New
127
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$32.9M +$189K 2 0.08% Increased
128
Frontier Capital Management
Frontier Capital Management
Massachusetts
$32.5M -$10.3M 2 0.37% Reduced
129
Victory Capital Management
Victory Capital Management
Texas
$32.1M +$1.38M 6 0.04% Increased
130
National Pension Service
National Pension Service
South Korea
$31.9M +$176K 1 0.07% Increased
131
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$31.9M -$14.7M 3 0.49% Reduced
132
Twin Tree Management
Twin Tree Management
Texas
$31.8M +$15.8M 1 0.05% Increased
133
KBC Group
KBC Group
Belgium
$31.5M -$2.66M 3 0.16% Reduced
134
Prudential plc
Prudential plc
United Kingdom
$31.5M +$4.33M 2 0.57% Increased
135
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$31.2M -$7.44M 2 2.96% Reduced
136
GIP
Granite Investment Partners
California
$31.1M -$4.47M 1 1.3% Reduced
137
INTECH Investment Management
INTECH Investment Management
Florida
$31.1M +$33.1M 1 0.18% New
138
PS
Portfolio Strategies
New York
$30.3M -$477K 1 7.07% Reduced
139
Capital International Inc
Capital International Inc
California
$30M +$26.3M 2 0.42% Increased
140
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$29.9M +$7.04M 5 0.13% Increased
141
Acadian Asset Management
Acadian Asset Management
Massachusetts
$29.2M +$25.5M 4 0.15% Increased
142
DZ Bank
DZ Bank
Germany
$29.1M -$5.51M 9 0.05% Reduced
143
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$28.9M -$409K 3 0.07% Reduced
144
OCMH
Oxbow Capital Management (HK)
Hong Kong
$28.8M +$30.4M 1 12.56% New
145
GD
Grandfield & Dodd
New York
$28.8M -$398K 1 2.27% Reduced
146
ALPS Advisors
ALPS Advisors
Colorado
$28.5M -$1.93M 2 0.28% Reduced
147
HSBC Holdings
HSBC Holdings
United Kingdom
$28M +$3.05M 8 0.04% Increased
148
Korea Investment Corp
Korea Investment Corp
South Korea
$26.9M -$14.1M 1 0.08% Reduced
149
JGGDR
JGP Global Gestao de Recursos
Brazil
$26.7M -$8.86M 1 20.29% Reduced
150
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$26.5M +$23.5M 5 0.07% Increased