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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
DZ Bank
DZ Bank
Germany
$35.7M -$3.26M 9 0.05% Reduced
127
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$35.6M +$292K 15 0.03% Increased
128
Shapiro Capital Management
Shapiro Capital Management
Georgia
$34.9M +$1.95M 2 0.92% Increased
129
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$34.5M +$1.71M 2 0.18% Increased
130
HSBC Holdings
HSBC Holdings
United Kingdom
$34.2M -$480K 4 0.03% Reduced
131
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$34M +$235K 4 0.67% Increased
132
National Pension Service
National Pension Service
South Korea
$33.7M -$2.11M 1 0.05% Reduced
133
Todd Asset Management
Todd Asset Management
Kentucky
$33.6M -$4.03M 1 0.78% Reduced
134
Baird Financial Group
Baird Financial Group
Wisconsin
$33.5M +$4.25M 4 0.09% Increased
135
Stifel Financial
Stifel Financial
Missouri
$33M +$1.55M 10 0.05% Increased
136
Westwood Holdings Group
Westwood Holdings Group
Texas
$32M -$9.7M 1 0.29% Reduced
137
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$31.7M +$4.3M 1 0.07% Increased
138
ClearBridge Investments
ClearBridge Investments
New York
$31.7M -$3.2K 2 0.03% Reduced
139
Grandfield & Dodd
Grandfield & Dodd
New York
$31.7M +$1.12M 1 2.21% Increased
140
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.2M -$965K 11 0.02% Reduced
141
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$30.3M -$13.7M 1 0.49% Reduced
142
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$30.1M +$9.6M 1 0.41% Increased
143
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$29.5M -$398K 7 0.07% Reduced
144
SCM
SIR Capital Management
New York
$29.3M -$21.6M 3 3.21% Reduced
145
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$28.9M +$6.21M 11 0.05% Increased
146
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$28.9M +$20.3M 5 0.1% Increased
147
National Bank of Canada
National Bank of Canada
Quebec, Canada
$28.8M -$1.95M 16 0.05% Reduced
148
Storebrand Asset Management
Storebrand Asset Management
Norway
$28.7M -$12.4M 3 0.13% Reduced
149
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$28.6M -$641K 1 0.93% Reduced
150
Scout Investments
Scout Investments
Missouri
$28M -$7.82M 1 0.57% Reduced