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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
151	Eaton Vance Management Boston, Massachusetts	$12.7M	$0	1	0.03%	Maintained
152	MCM McKinley Capital Management Anchorage, Alaska	$12.7M	+$10.2M	1	0.52%	New
153	Schroder Investment Management Group London, United Kingdom	$12.6M	-$8M	2	0.02%	Reduced
154	ClearBridge Investments New York	$12.4M	+$276K	2	0.01%	Increased
155	Waratah Capital Advisors Toronto, Ontario, Canada	$12.1M	+$6.34M	2	1.54%	Increased
156	Citadel Advisors Miami, Florida	$12.1M	-$1.72M	7	0.01%	Reduced
157	JCM Jag Capital Management St Louis, Missouri	$11.9M	-$4.61M	1	2.23%	Reduced
158	Bank of Montreal Toronto, Ontario, Canada	$11.7M	+$194K	7	0.01%	Increased
159	AQR Capital Management Greenwich, Connecticut	$11.3M	-$11.8M	4	0.01%	Reduced
160	Neuberger Berman Group New York	$11M	+$573K	2	0.01%	Increased
161	Citigroup New York	$11M	-$4.11M	6	0.01%	Reduced
162	KBC Group Brussels, Belgium	$11M	+$2.86M	2	0.1%	Increased
163	Aviva London, United Kingdom	$10.9M	+$838K	2	0.06%	Increased
164	British Columbia Investment Management Victoria, British Columbia, Canada	$10.7M	+$238K	1	0.08%	Increased
165	BNP Paribas Asset Management Paris, France	$10.6M	-$856K	2	0.09%	Reduced
166	GD Grandfield & Dodd New York	$10.5M	+$2.19M	1	1.18%	Increased
167	Adams Diversified Equity Fund Baltimore, Maryland	$10.4M	+$9.07M	1	0.56%	New
168	BNP Paribas Financial Markets Paris, France	$10.4M	-$4.29M	5	0.03%	Reduced
169	Group One Trading Chicago, Illinois	$10.2M	+$4.74M	5	0.09%	Increased
170	Victory Capital Management San Antonio, Texas	$10.2M	+$1.57M	2	0.02%	Increased
171	AIC AWM Investment Company New York	$10.1M	+$187K	1	1.77%	Increased
172	MIP Marietta Investment Partners Milwaukee, Wisconsin	$9.99M	+$2.21M	2	2.99%	Increased
173	Markel Group Glen Allen, Virginia	$9.95M	+$1.78M	1	0.2%	Increased
174	Marshall Wace North America New York	$9.8M	-$20.9M	1	0.06%	Reduced
175	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$9.62M	+$443K	5	0.15%	Increased