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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
PCM
Pennant Capital Management
New Jersey
$121M -$18.7M 1 2.4% Reduced
227
Korea Investment Corp
Korea Investment Corp
South Korea
$120M -$48.3M 7 1.02% Reduced
228
ING Group
ING Group
Netherlands
$119M +$86M 3 0.64% Increased
229
Cambiar Investors
Cambiar Investors
Colorado
$119M +$3.24M 1 1.67% Increased
230
C
Consulta
United Kingdom
$119M +$25.2M 1 10.75% Increased
231
HAM
HHR Asset Management
New Jersey
$118M -$32.6M 1 4.76% Reduced
232
SFM
Systematic Financial Management
New Jersey
$118M -$41.9M 7 1.01% Reduced
233
Axiom Investors
Axiom Investors
Connecticut
$118M -$35.2M 3 3.38% Reduced
234
WCMNY
Westchester Capital Management (New York)
New York
$117M +$7.09M 2 1.46% Increased
235
Rockefeller Financial Services
Rockefeller Financial Services
New York
$116M -$8.2M 6 2.4% Reduced
236
RCM
Roystone Capital Management
New York
$116M -$10.5M 1 3.97% Reduced
237
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$116M -$50M 6 0.44% Reduced
238
RS Investment Management
RS Investment Management
California
$115M -$160K 4 0.99% Reduced
239
ACI
AMP Capital Investors
Australia
$114M +$6.94M 12 0.74% Increased
240
PGGM Investments
PGGM Investments
Netherlands
$113M +$16.1M 3 0.59% Increased
241
Gabelli Funds
Gabelli Funds
New York
$112M -$8.84M 7 0.59% Reduced
242
JHC
JFB Holdings Corp
Georgia
$111M -$47.8K 1 3.06% Reduced
243
Lyrical Asset Management
Lyrical Asset Management
New York
$110M +$20M 1 2.88% Increased
244
JSP
Jackson Square Partners
California
$108M +$27.7M 1 0.41% Increased
245
AIG
American International Group
New York
$107M +$295K 22 0.43% Increased
246
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$107M +$5.49M 1 2.15% Increased
247
Point72 Asset Management
Point72 Asset Management
Connecticut
$105M -$92.3M 5 0.73% Reduced
248
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$105M +$14.9M 11 1.21% Increased
249
HI
Honeywell International
North Carolina
$105M -$38M 4 2.55% Reduced
250
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$103M +$2.5M 7 0.6% Increased