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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	Winton Group London, United Kingdom	$11.1M	+$10.7M	2	0.32%	Increased
152	FG Formula Growth Montreal, Quebec, Canada	$10.9M	-$7.33M	1	1.44%	Reduced
153	JCM Jag Capital Management St Louis, Missouri	$10.9M	-$261K	1	2.04%	Reduced
154	VOYA Investment Management Atlanta, Georgia	$10.7M	-$2.03M	2	0.02%	Reduced
155	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$10.4M	-$11.3M	1	0.77%	Reduced
156	British Columbia Investment Management Victoria, British Columbia, Canada	$10.2M	+$214K	1	0.07%	Increased
157	Teacher Retirement System of Texas Austin, Texas	$10.2M	-$7.73M	3	0.07%	Reduced
158	GD Grandfield & Dodd New York	$10.2M	+$363K	1	1.09%	Increased
159	Mirae Asset Global Investments Seoul, South Korea	$9.88M	+$1.73M	3	0.13%	Increased
160	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$9.87M	-$858K	6	0.15%	Reduced
161	MIP Marietta Investment Partners Milwaukee, Wisconsin	$9.83M	+$318K	2	2.79%	Increased
162	Adams Diversified Equity Fund Baltimore, Maryland	$9.76M	$0	1	0.52%	Maintained
163	BNP Paribas Asset Management Paris, France	$9.71M	-$345K	2	0.08%	Reduced
164	CCMH Cornerstone Capital Management Holdings New York	$9.57M	-$5.51M	3	0.07%	Reduced
165	BNP Paribas Financial Markets Paris, France	$9.55M	-$428K	5	0.02%	Reduced
166	Markel Group Glen Allen, Virginia	$9.34M	$0	1	0.18%	Maintained
167	Aviva London, United Kingdom	$9.23M	-$1.13M	2	0.05%	Reduced
168	Pzena Investment Management New York	$9.21M	+$1.81M	1	0.05%	Increased
169	Waratah Capital Advisors Toronto, Ontario, Canada	$9.13M	-$3.05M	2	1.06%	Reduced
170	Jefferies Group New York	$9.09M	+$6.72M	2	0.04%	Increased
171	MAM Marketfield Asset Management New York	$9.08M	-$692K	1	2.44%	Reduced
172	ANRF Adams Natural Resources Fund Baltimore, Maryland	$9.07M	+$1.74M	1	1.36%	Increased
173	BCM Barometer Capital Management Toronto, Ontario, Canada	$9.06M	-$16.2M	2	0.82%	Reduced
174	CM Capital Management Glen Allen, Virginia	$9.05M	-$4.31M	1	2.46%	Reduced
175	QAM QCI Asset Management Pittsford, New York	$8.8M	+$598K	1	0.9%	Increased