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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
GGPE
Golden Gate Private Equity
California
$82.6M +$83.9M 1 28.1% New
252
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$81.2M +$12.3M 5 0.28% Increased
253
C
Consulta
United Kingdom
$80.6M -$46M 1 10.55% Reduced
254
SCM
Shapiro Capital Management
Georgia
$80.1M -$6.06M 1 2.34% Reduced
255
LM
Lasry Marc
$79.6M -$1.71M 2 12.78% Reduced
256
1832 Asset Management
1832 Asset Management
Ontario, Canada
$79.3M -$7.16M 7 0.34% Reduced
257
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$79.1M +$15.8M 15 1% Increased
258
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$78.6M -$2.86M 13 0.38% Reduced
259
PAR Capital Management
PAR Capital Management
Massachusetts
$78.3M $0 1 1.44% Maintained
260
KI
Kalmar Investments
Delaware
$78.1M +$12.1M 3 1.91% Increased
261
CC
Cannell & Co
New York
$77.7M -$12.2M 4 2.52% Reduced
262
US Bancorp
US Bancorp
Minnesota
$77.6M +$2.22M 19 0.31% Increased
263
SD
Sumway Development
China
$76.5M +$71.5M 1 38.21% New
264
TimesSquare Capital Management
TimesSquare Capital Management
New York
$76.2M +$2.72M 1 0.48% Increased
265
Suntrust Banks
Suntrust Banks
Georgia
$75.3M +$1.19M 11 0.46% Increased
266
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$75.3M -$3.97M 5 0.63% Reduced
267
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$74.3M $0 2 4.73% Maintained
268
Gabelli Funds
Gabelli Funds
New York
$74.1M -$7.53M 7 0.45% Reduced
269
Natixis Advisors
Natixis Advisors
Massachusetts
$72.9M +$4.31M 11 1.19% Increased
270
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$72M +$39.9M 15 0.15% Increased
271
CCM
Chieftain Capital Management
New York
$71.3M -$78.4M 1 4.13% Reduced
272
Alyeska Investment Group
Alyeska Investment Group
Illinois
$71.1M +$40M 2 0.76% Increased
273
TPCM
Tide Point Capital Management
Connecticut
$70.5M +$43.4M 2 8.22% Increased
274
Scout Investments
Scout Investments
Missouri
$70.4M -$1.52M 4 1.77% Reduced
275
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$69.7M +$1.63M 6 1.53% Increased