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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
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$97M -$11.7M 3 1.43% Reduced
227
IAM
Iridian Asset Management
Connecticut
$96.4M -$24.9M 1 1.58% Reduced
228
AIG
American International Group
New York
$96M -$1.22M 18 0.37% Reduced
229
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$95.5M +$671K 11 0.5% Increased
230
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$95.2M +$350K 6 2.77% Increased
231
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$94.4M -$33.2K 18 0.36% Reduced
232
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$92.6M +$2.89M 8 1.25% Increased
233
Regions Financial Corp
Regions Financial Corp
Alabama
$91.9M -$3.83M 9 0.96% Reduced
234
SIG
Senator Investment Group
New York
$91.5M +$12.2M 1 2.51% Increased
235
SCM
Shapiro Capital Management
Georgia
$91.3M -$6.24M 1 1.93% Reduced
236
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$90.4M -$311K 9 1.26% Reduced
237
UBS O'Connor
UBS O'Connor
Illinois
$90.2M +$16.1M 7 2.55% Increased
238
Guggenheim Capital
Guggenheim Capital
Illinois
$89.8M -$2.21M 15 0.67% Reduced
239
Castle Hook Partners
Castle Hook Partners
New York
$89.5M +$46.4M 1 0.91% Increased
240
Natixis
Natixis
France
$89.4M -$12M 5 0.55% Reduced
241
MVIP
Mar Vista Investment Partners
California
$89.1M -$6.81M 1 2.13% Reduced
242
Royce & Associates
Royce & Associates
New York
$88.6M -$16.7M 6 0.79% Reduced
243
SDJVC
St. Denis J. Villere & Co
Louisiana
$88.1M +$305K 1 5.77% Increased
244
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$86.3M +$22.9M 4 3.74% Increased
245
ALPS Advisors
ALPS Advisors
Colorado
$86.3M -$33.1M 9 0.67% Reduced
246
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$85.7M -$3.05M 17 0.56% Reduced
247
Homestead Advisers
Homestead Advisers
Virginia
$85.4M -$752K 1 1.78% Reduced
248
PIM
Paradice Investment Management
Colorado
$84.6M -$993K 1 5.88% Reduced
249
Gotham Asset Management
Gotham Asset Management
New York
$84.5M +$11.9M 14 1.55% Increased
250
SEP
Soma Equity Partners
California
$83.7M -$39M 1 5.16% Reduced