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Electric Vehicles

Electric vehicles replace the engine and fuel tank with a motor and a battery pack, which rewrites both the supply chain and the cost structure of a car. Battery cost and charging convenience set the pace of adoption.

124 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
226
Cambiar Investors
Cambiar Investors
Colorado
$124M -$21M 1 1.8% Reduced
227
Gabelli Funds
Gabelli Funds
New York
$124M -$14.3M 8 0.63% Reduced
228
WCMNY
Westchester Capital Management (New York)
New York
$123M -$31.2M 2 1.88% Reduced
229
Marshall Wace
Marshall Wace
United Kingdom
$123M +$86.5M 8 1.6% Increased
230
GGHC
Gilder Gagnon Howe & Co
New York
$123M +$9.31M 3 1.7% Increased
231
Hamlin Capital Management
Hamlin Capital Management
New York
$121M +$58.1M 2 6.39% Increased
232
RIM
Rainier Investment Management
Washington
$120M +$7.55M 1 2.4% Increased
233
GC
GMT Capital
Georgia
$120M -$6.24M 2 2.9% Reduced
234
Rockefeller Financial Services
Rockefeller Financial Services
New York
$118M +$3.47M 6 2.55% Increased
235
Aperio Group
Aperio Group
California
$116M +$17.2M 18 1.3% Increased
236
City National Bank
City National Bank
Delaware
$116M +$15M 6 0.98% Increased
237
Pentwater Capital Management
Pentwater Capital Management
Florida
$116M -$39.2M 1 0.87% Reduced
238
Balyasny Asset Management
Balyasny Asset Management
Illinois
$115M +$10.7M 5 0.93% Increased
239
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$114M +$12.1M 1 2.21% Increased
240
Royce & Associates
Royce & Associates
New York
$114M -$36.6M 4 0.43% Reduced
241
LM
Litespeed Management
New York
$114M +$16.4M 1 9.3% Increased
242
PP
PDT Partners
New York
$114M +$108M 9 2.83% Increased
243
ACI
AMP Capital Investors
Australia
$113M +$361K 13 0.69% Increased
244
AIG
American International Group
New York
$113M +$15.4M 22 0.47% Increased
245
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$113M +$24.5M 7 1.02% Increased
246
WI
WBI Investments
New Jersey
$113M -$17.2M 4 2.67% Reduced
247
JHC
JFB Holdings Corp
Georgia
$113M +$4.76M 1 2.91% Increased
248
BOI
Bank of Italy
Italy
$112M $0 1 8.79% Maintained
249
Panagora Asset Management
Panagora Asset Management
Massachusetts
$112M +$7.63M 15 0.57% Increased
250
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$112M +$10.5M 6 0.46% Increased