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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
PP
Paloma Partners
Connecticut
$3.88M +$3.68M 2 0.04% New
202
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$3.84M -$1.7M 1 0.19% Reduced
203
PCM
Penn Capital Management
Pennsylvania
$3.79M +$1.18M 2 0.22% Increased
204
Arizona State Retirement System
Arizona State Retirement System
Arizona
$3.77M -$662K 2 0.05% Reduced
205
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$3.71M +$602K 1 0.01% Increased
206
Engineers Gate Manager
Engineers Gate Manager
New York
$3.67M +$3.23M 2 0.26% Increased
207
ACI
AMP Capital Investors
Australia
$3.67M +$933K 2 0.02% Increased
208
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$3.65M $0 1 0.06% Maintained
209
Marshall Wace
Marshall Wace
United Kingdom
$3.63M +$1.35M 1 0.03% Increased
210
PA
Pastel & Associes
France
$3.35M +$3.54M 1 4.69% New
211
BPM
Bronson Point Management
Connecticut
$3.22M +$3.11M 1 1.08% New
212
Cubist Systematic Strategies
Cubist Systematic Strategies
Connecticut
$3.15M +$2.56M 4 0.18% Increased
213
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$3.15M -$376K 1 0.02% Reduced
214
DCM
Dynamic Capital Management
Jersey
$3.14M +$2.91M 1 0.37% New
215
ACM
Aquamarine Capital Management
New York
$3.12M $0 1 2.81% Maintained
216
US Bancorp
US Bancorp
Minnesota
$3.1M +$2.03M 4 0.01% Increased
217
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$3.09M $0 1 0.21% Maintained
218
OAM
Oxford Asset Management
United Kingdom
$2.91M -$8.64M 2 0.1% Reduced
219
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$2.9M $0 1 0.06% Maintained
220
CAM
Capstone Asset Management
Texas
$2.87M -$1.14M 4 0.09% Reduced
221
Channing Capital Management
Channing Capital Management
Illinois
$2.81M +$21.1K 1 0.12% Increased
222
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$2.76M $0 1 0.05% Maintained
223
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$2.67M +$2.47M 1 2.65% New
224
Asset Management One
Asset Management One
Japan
$2.66M +$646K 3 0.04% Increased
225
USGIU
U.S. Global Investors (USGI)
Texas
$2.63M +$2.61M 2 1.45% New