← All themes

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
151	L1 Capital Melbourne VIC 3000, Australia	$21M	+$25.6M	2	0.71%	New
152	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$20.8M	+$20.3M	3	0.03%	Increased
153	Tidal Investments Milwaukee, Wisconsin	$20.7M	+$2.43M	11	0.04%	Increased
154	Bridgewater Associates Westport, Connecticut	$20M	+$13.7M	2	0.08%	Increased
155	Jupiter Topco New York	$20M	+$24.9M	6	0.01%	New
156	PNC Financial Services Group Pittsburgh, Pennsylvania	$20M	+$364K	12	0.01%	Increased
157	KI Keystone Investors Singapore	$19.8M	+$25.7M	2	1.06%	New
158	Nomura Asset Management International Philadelphia, Pennsylvania	$19.7M	-$9.86M	1	0.03%	Reduced
159	Hood River Capital Management Palm Beach Gardens, Florida	$19.6M	+$8.3M	1	0.14%	Increased
160	BAMCO Inc New York	$19M	-$25.5M	1	0.03%	Reduced
161	Group One Trading Chicago, Illinois	$18.9M	+$13.7M	15	0.03%	Increased
162	US Bancorp Minneapolis, Minnesota	$18.8M	+$836K	13	0.02%	Increased
163	Davenport & Co Richmond, Virginia	$18.7M	-$355K	2	0.09%	Reduced
164	ECP Electron Capital Partners New York	$18.5M	-$15M	1	0.74%	Reduced
165	SCM SIR Capital Management New York	$17.8M	+$8.28M	3	2.05%	Increased
166	Osaic Holdings Scottsdale, Arizona	$17.7M	+$1.33M	31	0.02%	Increased
167	Empowered Funds Havertown, Pennsylvania	$17.7M	+$7.12M	4	0.09%	Increased
168	FI Firetrail Investments Sydney, NSW, Australia	$17.5M	+$19.8M	1	4.95%	New
169	AFM Anson Funds Management Dallas, Texas	$17.5M	+$20.3M	4	1.04%	New
170	Vanguard Asset Management London, Ec4n 8af,	$17.4M	+$1.6M	7	0.01%	Increased
171	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$17.2M	-$550K	13	0.01%	Reduced
172	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$17M	+$18.6M	3	0.02%	Increased
173	SLG Stanley-Laman Group Berwyn, Pennsylvania	$16.9M	-$256K	3	1.72%	Reduced
174	BWC Blue Whale Capital London, United Kingdom	$16.5M	+$21.6M	1	0.52%	New
175	Cetera Investment Advisers Schaumburg, Illinois	$16.4M	+$715K	15	0.01%	Increased