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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
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$25.9M +$123K 6 0.42% Increased
152
Adage Capital Partners
Adage Capital Partners
Massachusetts
$25.5M +$11.1M 1 0.06% Increased
153
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.5M -$1.34M 9 0.02% Reduced
154
BCM
Bronte Capital Management
Australia
$25.4M +$12.9M 2 2.91% Increased
155
National Bank of Canada
National Bank of Canada
Quebec, Canada
$24.7M -$3.63M 15 0.11% Reduced
156
American Century Companies
American Century Companies
Missouri
$24.7M -$20.9M 5 0.02% Reduced
157
Stifel Financial
Stifel Financial
Missouri
$24.5M +$1.55M 10 0.04% Increased
158
DnB Asset Management
DnB Asset Management
Norway
$24.5M -$2.81M 3 0.17% Reduced
159
Bridgewater Associates
Bridgewater Associates
Connecticut
$24.4M +$13.3M 1 0.1% Increased
160
IAMH
IvyRock Asset Management (HK)
Hong Kong
$24.2M +$30.8M 1 15.31% New
161
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$23.8M +$5.61M 6 0.06% Increased
162
NP
NS Partners
United Kingdom
$23M -$2.95M 2 1.39% Reduced
163
Axa
Axa
France
$22.5M +$3.04M 2 0.08% Increased
164
Quadrature Capital
Quadrature Capital
United Kingdom
$22.4M +$14.5M 4 0.93% Increased
165
Aristeia Capital
Aristeia Capital
Connecticut
$22.3M +$983K 1 0.4% Increased
166
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$21.9M -$265K 2 0.95% Reduced
167
Scout Investments
Scout Investments
Missouri
$21.7M +$23.2M 1 0.43% New
168
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$20.9M +$2.78M 2 0.71% Increased
169
BCAM
Boston Common Asset Management
Massachusetts
$20.3M +$5.82M 1 1.01% Increased
170
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$20.2M +$16.8M 6 0.15% Increased
171
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$20.1M +$2.73M 2 0.09% Increased
172
Swedbank
Swedbank
Sweden
$19.9M -$15M 2 0.05% Reduced
173
Balyasny Asset Management
Balyasny Asset Management
Illinois
$19.3M -$24.7M 4 0.06% Reduced
174
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$19.2M +$28.9K 9 0.04% Increased
175
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$19.1M +$16.1M 2 0.07% Increased