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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
201
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.65M -$26.4K 3 0.03% Reduced
202
Numeric Investors
Numeric Investors
Massachusetts
$2.64M +$2.6M 1 0.05% New
203
TD Asset Management
TD Asset Management
Ontario, Canada
$2.63M -$6.44K 3 0.01% Reduced
204
Sit Investment Associates
Sit Investment Associates
Minnesota
$2.6M $0 2 0.05% Maintained
205
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$2.52M $0 1 0.2% Maintained
206
EBIM
Eagle Boston Investment Management
Massachusetts
$2.49M -$491K 1 0.15% Reduced
207
SIA
SeaBridge Investment Advisors
New Jersey
$2.46M +$2.58M 1 0.6% New
208
SAM
Sentinel Asset Management
Vermont
$2.44M +$2.56M 1 0.05% New
209
MSA
Mason Street Advisors
Wisconsin
$2.43M -$492K 2 0.03% Reduced
210
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$2.39M -$157K 1 0.02% Reduced
211
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.38M +$473K 1 0.01% Increased
212
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$2.34M -$10K 1 0.02% Reduced
213
MPAM
Monarch Partners Asset Management
Massachusetts
$2.33M +$2.13M 1 0.82% New
214
FA
FDx Advisors
Illinois
$2.33M +$208K 1 0.27% Increased
215
Harvard Management Company
Harvard Management Company
Massachusetts
$2.32M $0 2 0.19% Maintained
216
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.32M +$310K 2 0.01% Increased
217
Spot Trading
Spot Trading
Illinois
$2.26M -$3.39M 1 0.01% Reduced
218
Legal & General Group
Legal & General Group
United Kingdom
$2.17M +$79.7K 2 0% Increased
219
IRF
IBM Retirement Fund
New York
$2.14M -$489K 1 0.03% Reduced
220
Wilmington Trust
Wilmington Trust
Delaware
$2.06M -$35.8K 2 0.04% Reduced
221
Guggenheim Capital
Guggenheim Capital
Illinois
$2.04M -$503K 3 0.01% Reduced
222
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$2.04M +$2.04M 1 0.03% New
223
Diversified Trust
Diversified Trust
Tennessee
$2.04M +$762K 2 0.22% Increased
224
Waverton Investment Management
Waverton Investment Management
United Kingdom
$2.02M +$2.02M 1 0.12% New
225
GAMCO Investors
GAMCO Investors
Connecticut
$2.01M $0 1 0.01% Maintained