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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
Janus Henderson Group
Janus Henderson Group
$15.8M +$4.74M 2 0.01% Increased
152
TD Asset Management
TD Asset Management
Ontario, Canada
$15.5M +$2.19M 3 0.02% Increased
153
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$15.4M $0 2 0.07% Maintained
154
Baird Financial Group
Baird Financial Group
Wisconsin
$15.2M +$534K 3 0.04% Increased
155
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$15M +$2.33M 2 0.08% Increased
156
SA
Sicart Associates
New York
$14.9M -$248K 2 3.55% Reduced
157
Nomura Asset Management
Nomura Asset Management
Japan
$14.9M +$4.06M 3 0.09% Increased
158
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$14.7M +$1.39M 3 0.05% Increased
159
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$14.7M +$7.14M 8 0.27% Increased
160
Two Sigma Investments
Two Sigma Investments
New York
$14.3M -$4.49M 4 0.03% Reduced
161
DnB Asset Management
DnB Asset Management
Norway
$14.2M +$9.83M 2 0.09% Increased
162
LA
Linden Advisors
New York
$14.1M $0 2 0.07% Maintained
163
D.E. Shaw & Co
D.E. Shaw & Co
New York
$14.1M -$3.02M 6 0.01% Reduced
164
CF
Clarity Financial
Texas
$14M -$6.03M 2 2.7% Reduced
165
Old National Bancorp
Old National Bancorp
Indiana
$14M -$44.1K 1 0.52% Reduced
166
KBC Group
KBC Group
Belgium
$14M +$1.08M 4 0.05% Increased
167
RCM
Radcliffe Capital Management
Pennsylvania
$13.8M +$3.52M 3 0.43% Increased
168
STRS Ohio
STRS Ohio
Ohio
$13.8M -$293K 4 0.05% Reduced
169
Brandes Investment Partners
Brandes Investment Partners
California
$13.8M -$2.1M 1 0.31% Reduced
170
LMR Partners
LMR Partners
United Kingdom
$13.7M +$3.11M 3 0.21% Increased
171
DZ Bank
DZ Bank
Germany
$13.6M -$4.19M 6 0.02% Reduced
172
UBS O'Connor
UBS O'Connor
Illinois
$13.3M +$9.57M 4 0.12% Increased
173
AIA
AGF Investments America
Ontario, Canada
$13.1M +$134K 1 3.1% Increased
174
Point72 Asset Management
Point72 Asset Management
Connecticut
$13M +$9.34M 2 0.06% Increased
175
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$13M +$9.25M 4 0.16% Increased