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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
AMF Tjänstepension
AMF Tjänstepension
Sweden
$83.2M +$18.4M 3 0.79% Increased
252
Verition Fund Management
Verition Fund Management
Connecticut
$82.6M +$47M 17 1.5% Increased
253
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$82.6M +$11.6M 13 0.38% Increased
254
Comerica Bank
Comerica Bank
Texas
$82.1M -$2.37M 20 0.62% Reduced
255
Frontier Capital Management
Frontier Capital Management
Massachusetts
$81.7M +$9.89M 3 0.6% Increased
256
SGA
Strategic Global Advisors
California
$81.5M -$7.6M 2 16.92% Reduced
257
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$81M -$1.7M 3 0.84% Reduced
258
ARGA Investment Management
ARGA Investment Management
Connecticut
$80.3M +$925K 3 9.13% Increased
259
SCCM
Schafer Cullen Capital Management
New York
$80.3M -$20M 2 0.94% Reduced
260
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$80.2M $0 1 1.91% Maintained
261
NIMC
NWQ Investment Management Company
California
$80.1M -$9.91M 3 1.99% Reduced
262
Miller Howard Investments
Miller Howard Investments
New York
$78.8M -$7.53M 2 2.47% Reduced
263
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$78M +$74M 13 0.34% New
264
OP
Oldfield Partners
United Kingdom
$77.6M -$810K 1 6.88% Reduced
265
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$77.1M -$12.2M 6 1.5% Reduced
266
London Company of Virginia
London Company of Virginia
Virginia
$76.9M +$6.59M 2 0.59% Increased
267
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$76.6M -$9.68M 6 0.6% Reduced
268
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$76.4M -$4.72M 8 0.94% Reduced
269
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$76.1M +$2.29M 4 0.65% Increased
270
PC
Periscope Capital
Ontario, Canada
$75.6M +$18.8M 7 9.1% Increased
271
Bessemer Group
Bessemer Group
New Jersey
$75.4M -$14M 8 0.24% Reduced
272
Rockefeller Capital Management
Rockefeller Capital Management
New York
$74.8M -$4.32M 15 0.93% Reduced
273
NI
Nuance Investments
Missouri
$74.5M +$14M 2 2.43% Increased
274
Sessa Capital
Sessa Capital
New York
$74.4M $0 1 7.66% Maintained
275
CIBC World Markets
CIBC World Markets
New York
$72.3M -$35.4M 9 0.47% Reduced