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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
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$104M +$47M 3 1.14% Increased
252
IIM
Ivory Investment Management
New York
$104M -$88.5M 1 5.16% Reduced
253
HCM
Highfields Capital Management
Massachusetts
$103M +$6.91M 1 0.89% Increased
254
Jane Street
Jane Street
New York
$103M -$52.2M 13 0.33% Reduced
255
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$99.5M +$2.63M 1 5.37% Increased
256
Rockefeller Financial Services
Rockefeller Financial Services
New York
$98.4M -$77.6M 5 1.87% Reduced
257
Nomura Holdings
Nomura Holdings
Japan
$97.8M -$16.5M 10 0.21% Reduced
258
ACM
Argent Capital Management
Missouri
$97.6M -$1.08M 2 3.77% Reduced
259
Comerica Bank
Comerica Bank
Texas
$97.4M +$1.66M 19 0.7% Increased
260
Davenport & Co
Davenport & Co
Virginia
$97.3M -$453K 6 1.23% Reduced
261
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$97M -$90.9M 7 0.39% Reduced
262
H
Hexavest
Quebec, Canada
$96M -$790K 6 1.18% Reduced
263
ORIO
Old Republic International (ORI)
Illinois
$95.6M -$7.06M 2 3.16% Reduced
264
Gotham Asset Management
Gotham Asset Management
New York
$94.6M +$10M 7 1.39% Increased
265
LPL Financial
LPL Financial
California
$94.2M +$4.6M 18 0.33% Increased
266
SCM
Shapiro Capital Management
Georgia
$93.1M -$4.55M 1 2.12% Reduced
267
BCM
BBT Capital Management
Texas
$92.6M +$19.9M 1 13.08% Increased
268
Wolverine Trading
Wolverine Trading
Illinois
$91.8M +$21.2M 14 0.35% Increased
269
DnB Asset Management
DnB Asset Management
Norway
$91.6M +$23.2M 5 1.22% Increased
270
Glenmede Trust
Glenmede Trust
Pennsylvania
$90.7M -$38.2M 19 0.4% Reduced
271
CIBC World Markets
CIBC World Markets
New York
$90.6M +$35.5M 5 0.87% Increased
272
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$89.8M -$1.42M 1 1.67% Reduced
273
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$89.5M +$2.02M 14 0.64% Increased
274
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$88.9M +$3.39M 16 0.53% Increased
275
Driehaus Capital Management
Driehaus Capital Management
Illinois
$88.6M +$19.7M 7 3.45% Increased