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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
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$6.16M +$1.46M 4 0.04% Increased
202
LIM
Leavell Investment Management
Alabama
$6.15M +$136K 1 0.72% Increased
203
NIM
NXG Investment Management
Texas
$6.1M +$6.47M 1 0.18% New
204
PEAK6 Group
PEAK6 Group
Illinois
$6.06M -$3.12M 2 0.03% Reduced
205
MAM
Mastrapasqua Asset Management
Tennessee
$6.04M -$139K 1 1.22% Reduced
206
AWCI
Alpine Woods Capital Investors
New York
$5.97M -$27.1K 1 0.3% Reduced
207
Caxton Associates (New York)
Caxton Associates (New York)
New York
$5.94M -$26.6M 1 0.29% Reduced
208
Comerica Bank
Comerica Bank
Texas
$5.92M -$1.08M 4 0.04% Reduced
209
Sentry Investments
Sentry Investments
Ontario, Canada
$5.82M -$678K 2 0.07% Reduced
210
Stephens Investment Management Group
Stephens Investment Management Group
Texas
$5.79M +$6.14M 1 0.13% New
211
Grimes & Company
Grimes & Company
Massachusetts
$5.7M -$109K 1 0.55% Reduced
212
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$5.68M $0 3 0.04% Maintained
213
PCM
PenderFund Capital Management
British Columbia, Canada
$5.62M +$4.6M 1 3.69% New
214
AIG
American International Group
New York
$5.59M +$577K 3 0.02% Increased
215
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$5.52M -$135K 1 0.03% Reduced
216
Point72 Asset Management
Point72 Asset Management
Connecticut
$5.47M +$697K 2 0.02% Increased
217
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$5.45M +$781K 6 0.05% Increased
218
HCM
Huber Capital Management
California
$5.44M +$4.39M 1 0.3% New
219
AIA
AGF Investments America
Ontario, Canada
$5.38M +$13.4K 1 2% Increased
220
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$5.29M +$2.44M 4 0.15% Increased
221
CG
Cutler Group
California
$5.21M +$1.69M 3 0.21% Increased
222
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$5.21M +$609K 1 0.31% Increased
223
TCM
Twin Capital Management
Pennsylvania
$5.19M +$3.63M 1 0.25% Increased
224
AIC
AWM Investment Company
New York
$5.12M +$3.49M 1 0.99% Increased
225
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$5.08M -$1.82M 1 0.1% Reduced