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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
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$102M -$9.13M 2 0.33% Reduced
252
CLM
ClearBridge LLC (Maryland)
Maryland
$102M +$1.25M 4 1.82% Increased
253
LM
Litespeed Management
New York
$101M $0 1 8.15% Maintained
254
Wedge Capital Management
Wedge Capital Management
North Carolina
$101M -$6.77M 4 0.98% Reduced
255
BOI
Bank of Italy
Italy
$101M $0 1 7.97% Maintained
256
Pentwater Capital Management
Pentwater Capital Management
Florida
$101M -$2.53M 1 0.53% Reduced
257
Los Angeles Capital Management
Los Angeles Capital Management
California
$99.4M +$64.6M 9 0.93% Increased
258
IIM
Ivory Investment Management
New York
$99.2M +$22.5M 2 2.42% Increased
259
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$98.6M -$59.2M 12 0.54% Reduced
260
TD Asset Management
TD Asset Management
Ontario, Canada
$98.4M -$8.26M 11 0.18% Reduced
261
Balyasny Asset Management
Balyasny Asset Management
Illinois
$98.1M -$46.2M 4 0.6% Reduced
262
GC
GMT Capital
Georgia
$97M -$6.67M 2 2.54% Reduced
263
SCM
SKBA Capital Management
California
$95.9M -$1.07M 4 7.5% Reduced
264
CC
Cannell & Co
New York
$95.2M -$30.1M 4 2.7% Reduced
265
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$94.6M -$10.4M 4 1.02% Reduced
266
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$94.1M -$16.6M 7 0.89% Reduced
267
GL
GLG LLC
New York
$93.4M +$64.2M 6 1.99% Increased
268
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$91.8M +$17M 3 7.83% Increased
269
Suntrust Banks
Suntrust Banks
Georgia
$90.1M +$9.15M 12 0.58% Increased
270
Envestnet Asset Management
Envestnet Asset Management
Illinois
$89.8M +$4.49M 15 0.43% Increased
271
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$89.7M +$1.87M 5 0.75% Increased
272
Jane Street
Jane Street
New York
$89.6M +$35.5M 14 0.58% Increased
273
US Bancorp
US Bancorp
Minnesota
$89.4M +$601K 19 0.35% Increased
274
TGA
Trilogy Global Advisors
Florida
$87.6M +$9.29M 1 1.82% Increased
275
Regions Financial Corp
Regions Financial Corp
Alabama
$87.5M -$107K 11 1.16% Reduced