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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
SG Americas Securities
SG Americas Securities
New York
$79.4M -$8.59M 17 0.83% Reduced
252
Causeway Capital Management
Causeway Capital Management
California
$78.2M +$18.4M 2 1.44% Increased
253
National Pension Service
National Pension Service
South Korea
$77.3M +$6.19M 3 0.62% Increased
254
Nomura Asset Management
Nomura Asset Management
Japan
$77.2M -$1.13M 9 1.39% Reduced
255
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$77M -$193K 3 3.35% Reduced
256
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$76.3M -$8.07M 5 0.68% Reduced
257
YCMGA
York Capital Management Global Advisors
New York
$75.7M +$42.7M 1 2.4% Increased
258
Kennedy Capital Management
Kennedy Capital Management
Missouri
$75.4M -$891K 7 1.45% Reduced
259
AT
Alliance Trust
United Kingdom
$75.3M +$62.6M 1 3.27% New
260
HCM
Holland Capital Management
Illinois
$75.2M -$5.46M 2 3.08% Reduced
261
SCM
Shapiro Capital Management
Georgia
$74.8M +$1.41M 1 1.99% Increased
262
Employees Provident Fund Board
Employees Provident Fund Board
Malaysia
$72.8M +$51.7M 2 2.59% Increased
263
TimesSquare Capital Management
TimesSquare Capital Management
New York
$72.4M -$9.04M 1 0.47% Reduced
264
H
Hexavest
Quebec, Canada
$71.1M -$5.62M 6 1.21% Reduced
265
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$70.6M -$40M 1 2.83% Reduced
266
WBC
Westpac Banking Corp
Australia
$70.5M -$33.4M 5 0.76% Reduced
267
Silvercrest Asset Management
Silvercrest Asset Management
New York
$70.4M +$10.3M 6 0.84% Increased
268
TBC
Three Bays Capital
Massachusetts
$69.4M +$14.1M 1 4.61% Increased
269
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$69.2M +$630K 12 0.55% Increased
270
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$68.2M +$40.3M 3 0.74% Increased
271
ACM
Argent Capital Management
Missouri
$68.1M -$531K 2 2.92% Reduced
272
C
Consulta
United Kingdom
$67.9M -$9.44M 1 8.86% Reduced
273
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$67.8M -$5.03M 3 0.84% Reduced
274
UBS O'Connor
UBS O'Connor
Illinois
$67.4M -$5.75M 2 1% Reduced
275
CCMH
Cornerstone Capital Management Holdings
New York
$66.9M -$15.6M 7 0.5% Reduced