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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
251
3CP
3G Capital Partners
New York
$73.7M +$68.6M 2 9.13% New
252
Brown Advisory
Brown Advisory
Maryland
$73.7M +$70.5M 6 0.3% New
253
RCM
Redwood Capital Management
New York
$73.6M +$70.8M 3 9.86% New
254
SIM
Stelliam Investment Management
New York
$73.5M +$68.9M 2 3.99% New
255
IRF
IBM Retirement Fund
New York
$73.1M +$67.7M 7 0.9% New
256
Atalanta Sosnoff Capital
Atalanta Sosnoff Capital
New York
$72.9M +$69.4M 2 1.77% New
257
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$72.9M +$69.2M 14 0.4% New
258
SM
Seminole Management
New York
$72.7M +$70.4M 4 4.12% New
259
CRM
Cramer Rosenthal McGlynn
Connecticut
$72.6M +$69.6M 1 0.55% New
260
MSL
Mackay Shields LLC
New York
$72.2M +$67.9M 2 3.85% New
261
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$72.1M +$68.8M 9 0.86% New
262
Renaissance Technologies
Renaissance Technologies
New York
$71.6M +$66M 9 0.19% New
263
EA
Euclid Advisors
Connecticut
$70.9M +$67.1M 5 0.9% New
264
Aviva
Aviva
United Kingdom
$70.9M +$66.6M 7 0.72% New
265
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$70.3M +$62.8M 6 0.65% New
266
Balyasny Asset Management
Balyasny Asset Management
Illinois
$69.8M +$67.1M 7 1.17% New
267
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$69.7M +$66.8M 4 0.18% New
268
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$69.4M +$74.5M 2 1.06% New
269
VM
Valinor Management
New York
$68M +$62.8M 1 2.81% New
270
ING Group
ING Group
Netherlands
$67.9M +$69.6M 5 0.36% New
271
MP
MSD Partners
New York
$67.9M +$67.7M 2 3.72% New
272
ICOM
Investment Counselors of Maryland
Maryland
$67.7M +$62.6M 3 3% New
273
SCA
Southpoint Capital Advisors
New York
$66.6M +$63.4M 1 4.11% New
274
CBOA
Commonwealth Bank of Australia
Australia
$66M +$61.9M 11 0.5% New
275
RCA
Restructuring Capital Associates
Connecticut
$66M +$61.6M 2 40.52% New