Top 25 Holdings | % Portfolio Weight |
Shares Owned |
Shares Change |
Sector | Style | First Bought | Latest Analyst Report |
Country | YTD Return |
P/E | ||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Portfolio Date: 09/20/2017 YTD Return Date: 09/21/2017 Increase Decrease New to Portfolio |
||||||||||||||
FMC Corp | 23.51 | 1,741,627 | 93,556 | 01/03/2012 | 08/24/2017 | United States | 60.48 | 45.68 | ||||||
Sociedad Quimica Y Minera De Chile SA ADR | 18.03 | 2,138,660 | 115,444 | 07/26/2010 | 09/11/2017 | Chile | 108.30 | 45.25 | ||||||
Samsung SDI Co Ltd | 6.70 | 235,011 | 12,635 | 05/01/2013 | — | South Korea | 91.28 | — | ||||||
Tesla Inc | 5.40 | 98,332 | 5,282 | 10/31/2014 | 08/03/2017 | United States | 71.50 | — | ||||||
Albemarle Corp | 4.71 | 235,979 | 12,711 | 01/12/2015 | 08/24/2017 | United States | 57.82 | 50.71 | ||||||
LG Chem Ltd | 4.58 | 90,521 | 4,864 | 11/01/2012 | — | South Korea | 41.38 | 17.57 | ||||||
Panasonic Corp | 4.09 | 1,863,120 | 100,700 | 11/01/2013 | 08/14/2017 | Japan | 38.42 | 22.60 | ||||||
BYD Co Ltd H | 3.88 | 2,996,138 | 161,500 | 11/01/2013 | — | China | 73.32 | 37.78 | ||||||
GS Yuasa Corp | 3.46 | 4,645,394 | 248,900 | 07/26/2010 | — | Japan | 18.52 | 21.44 | ||||||
Galaxy Resources Ltd | 2.89 | 8,886,516 | 476,900 | 01/11/2011 | — | Australia | -4.00 | 6.42 | ||||||
EnerSys | 2.88 | 290,342 | 15,618 | 10/27/2016 | — | United States | -13.08 | 18.16 | ||||||
Orocobre Ltd | 2.78 | 5,249,099 | 281,200 | 02/08/2011 | — | Australia | -2.87 | 118.70 | ||||||
FDG Electric Vehicles Ltd | 2.72 | 344,183,600 | 18,483,200 | 07/28/2015 | — | China | 11.59 | — | ||||||
Simplo Technology Co Ltd | 2.66 | 5,290,600 | 0 | 02/10/2014 | — | — | 21.64 | 12.60 | ||||||
L & F Co Ltd | 2.40 | 459,861 | 24,700 | 10/27/2016 | — | South Korea | 144.48 | 64.62 | ||||||
Pilbara Minerals Ltd | 2.13 | 32,646,855 | 1,753,700 | 10/27/2016 | — | Australia | 5.00 | — | ||||||
Lithium Americas Corp | 1.49 | 7,175,462 | 385,206 | 10/29/2014 | — | Canada | 106.25 | — | ||||||
Nemaska Lithium Inc | 1.41 | 8,317,500 | 446,899 | — | — | — | — | — | — | — | ||||
Dynapack International Technology Corp | 0.81 | 4,094,400 | 222,300 | 02/07/2014 | — | — | 20.08 | 17.03 | ||||||
Advanced Lithium Electrochemistry (Cayman) Co Ltd | 0.47 | 3,521,429 | 190,000 | 10/30/2014 | — | — | -7.17 | — | ||||||
Blue Solutions SA | 0.34 | 89,283 | 4,940 | 10/30/2014 | — | France | 78.17 | — | ||||||
Bacanora Minerals Ltd | 0.29 | 1,804,557 | 96,900 | 10/29/2015 | — | Mexico | 19.26 | — | ||||||
Ultralife Corp | 0.28 | 270,766 | 14,649 | 02/08/2011 | — | United States | 43.43 | 20.29 | ||||||
Coslight Technology International Group Ltd | 0.28 | 3,881,773 | 209,000 | 02/08/2011 | — | China | -16.32 | 9.04 | ||||||
Changs Ascending Enterprise Co Ltd | 0.28 | 1,091,751 | 58,900 | 02/07/2014 | — | — | 0.00 | — | ||||||