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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
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$5.19M +$1.38M 2 0.13% Increased
177
Markel Group
Markel Group
Virginia
$5.14M $0 1 0.08% Maintained
178
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$5.07M +$1.69M 3 0.03% Increased
179
Panagora Asset Management
Panagora Asset Management
Massachusetts
$4.98M +$2.81M 4 0.02% Increased
180
LPL Financial
LPL Financial
California
$4.93M -$1.44M 4 0.01% Reduced
181
TWI
Thomas White International
Illinois
$4.85M +$24.6K 1 0.85% Increased
182
Eastern Bank
Eastern Bank
Massachusetts
$4.84M +$305K 1 0.31% Increased
183
Grimes & Company
Grimes & Company
Massachusetts
$4.79M +$590K 1 0.36% Increased
184
TD Asset Management
TD Asset Management
Ontario, Canada
$4.78M -$1.48M 3 0.01% Reduced
185
Nomura Asset Management
Nomura Asset Management
Japan
$4.67M -$992K 3 0.05% Reduced
186
Korea Investment Corp
Korea Investment Corp
South Korea
$4.64M -$5.46M 2 0.02% Reduced
187
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$4.61M +$2.61M 1 0.23% Increased
188
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.57M +$3.6M 3 0.04% Increased
189
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$4.57M +$520K 1 0.14% Increased
190
IMOV
Investment Management of Virginia
Virginia
$4.44M +$321K 1 1.06% Increased
191
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$4.39M +$345K 1 0.09% Increased
192
Oppenheimer & Co
Oppenheimer & Co
New York
$4.33M +$1.43M 2 0.12% Increased
193
Jane Street
Jane Street
New York
$4.28M -$6.37M 4 0.01% Reduced
194
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$4.27M +$588K 5 0.02% Increased
195
Wolverine Trading
Wolverine Trading
Illinois
$4.22M +$495K 2 0.01% Increased
196
Advisors Asset Management
Advisors Asset Management
Colorado
$4.21M -$457K 4 0.08% Reduced
197
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$4.21M -$18.5K 3 0.04% Reduced
198
GGPE
Golden Gate Private Equity
California
$4.18M +$43.5K 1 1.39% Increased
199
GH
GAM Holding
Switzerland
$4.08M -$1.08M 2 0.16% Reduced
200
Comerica Bank
Comerica Bank
Texas
$3.97M -$80.3K 5 0.03% Reduced