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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
176
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$16.2M -$575K 1 0.57% Reduced
177
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$15.7M -$1.02M 4 0.03% Reduced
178
SNS Financial Group
SNS Financial Group
Minnesota
$15.5M +$20.3M 1 0.3% New
179
RP
Regal Partners
Australia
$15.5M +$10.5M 3 0.86% Increased
180
VOYA Investment Management
VOYA Investment Management
Georgia
$15.5M +$814K 7 0.01% Increased
181
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$15.4M -$657K 13 0.02% Reduced
182
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$15.4M +$16M 1 0.18% New
183
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$15.2M +$17.2M 1 0.5% New
184
Aquatic Capital Management
Aquatic Capital Management
Illinois
$14.8M -$15.8M 7 0.51% Reduced
185
Moore Capital Management
Moore Capital Management
New York
$14.7M +$18M 2 0.22% New
186
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$14.5M -$18.4M 15 0.07% Reduced
187
KA
Kailix Advisors
Florida
$14.5M +$12.5M 1 14% Increased
188
Nearwater Capital Markets
Nearwater Capital Markets
Ireland
$14.3M +$18.5M 1 0.25% New
189
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$14M -$661K 4 0.04% Reduced
190
WH
Whitcomb & Hess
Ohio
$13.9M -$154K 1 3% Reduced
191
Engineers Gate Manager
Engineers Gate Manager
New York
$13.8M -$12.9M 11 0.18% Reduced
192
Old National Bancorp
Old National Bancorp
Indiana
$13.7M -$2.71M 1 0.27% Reduced
193
Artemis Investment Management
Artemis Investment Management
United Kingdom
$13.7M +$145K 1 0.12% New
194
CWM
Chicago Wealth Management
Illinois
$13.5M +$6.13M 1 4.8% Increased
195
TD Asset Management
TD Asset Management
Ontario, Canada
$13.4M +$468K 3 0.01% Increased
196
ORP
Orion Resource Partners
New York
$13.3M +$2.34M 2 6.08% Increased
197
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$13.3M +$119K 6 0.03% Increased
198
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$13.2M -$527K 12 0.03% Reduced
199
Mariner
Mariner
Kansas
$13.1M +$797K 10 0.01% Increased
200
Aberdeen Group
Aberdeen Group
United Kingdom
$12.9M -$8.13M 3 0.02% Reduced