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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
Old National Bancorp
Old National Bancorp
Indiana
$6.52M +$23.2K 1 0.32% Increased
152
BL
BCWM LLC
Kansas
$6.42M -$121K 1 2.3% Reduced
153
Panagora Asset Management
Panagora Asset Management
Massachusetts
$6.42M -$898K 4 0.03% Reduced
154
AL
Arnhold LLC
New York
$6.39M +$278K 1 1.01% Increased
155
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$6.29M +$1.35M 2 0.01% Increased
156
London Company of Virginia
London Company of Virginia
Virginia
$6.23M -$32.3M 1 0.05% Reduced
157
RAM
RWC Asset Management
United Kingdom
$6.23M -$1.16M 1 0.25% Reduced
158
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$6.22M -$12.7K 2 0.16% Reduced
159
Oppenheimer & Co
Oppenheimer & Co
New York
$6.15M +$726K 3 0.15% Increased
160
Canada Life
Canada Life
Manitoba, Canada
$6.08M -$190K 4 0.01% Reduced
161
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.06M -$1.19M 5 0.01% Reduced
162
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$6.02M +$696K 2 0.02% Increased
163
CGM
Centenus Global Management
New York
$5.84M +$5.34M 1 0.8% New
164
Carmignac Gestion
Carmignac Gestion
France
$5.79M $0 1 0.08% Maintained
165
Voloridge Investment Management
Voloridge Investment Management
Florida
$5.66M +$5.26M 2 0.11% New
166
TD Asset Management
TD Asset Management
Ontario, Canada
$5.66M +$1.49M 2 0.01% Increased
167
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$5.61M +$789K 1 0.16% Increased
168
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$5.58M -$2.68M 1 0.02% Reduced
169
UR
USCA RIA
Texas
$5.52M +$5.05M 1 0.49% New
170
Holocene Advisors
Holocene Advisors
New York
$5.51M +$1.81M 1 0.05% Increased
171
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.51M -$218K 3 0.02% Reduced
172
Markel Group
Markel Group
Virginia
$5.33M $0 1 0.07% Maintained
173
Stifel Financial
Stifel Financial
Missouri
$5.33M +$2.27M 4 0.01% Increased
174
JGUA
John G. Ullman & Associates
New York
$5.29M +$4.84M 1 0.91% New
175
Grimes & Company
Grimes & Company
Massachusetts
$5.29M -$19.8K 1 0.35% Reduced