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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
276
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$79.3M -$6.18M 3 2.66% Reduced
277
Wedge Capital Management
Wedge Capital Management
North Carolina
$78.9M -$13M 2 0.91% Reduced
278
SM
Seminole Management
New York
$78.8M +$3.08M 4 4.97% Increased
279
CCM
Chautauqua Capital Management
Colorado
$78.8M +$49.9M 2 18.52% Increased
280
ACPU
Arrowgrass Capital Partners (US)
Delaware
$78.1M +$72M 2 2.93% Increased
281
MSL
Mackay Shields LLC
New York
$78M -$298K 2 4.19% Reduced
282
Sterling Capital Management
Sterling Capital Management
North Carolina
$76.3M -$8.6M 2 0.9% Reduced
283
Sculptor Capital
Sculptor Capital
New York
$75.8M +$40.4M 4 0.22% Increased
284
Winton Capital Management
Winton Capital Management
United Kingdom
$75M -$8.75M 4 0.9% Reduced
285
CCM
Crestwood Capital Management
New York
$74.7M -$10.7M 3 8.91% Reduced
286
RIG
Roosevelt Investment Group
New York
$74.6M +$26.6M 3 3.31% Increased
287
CRM
Cramer Rosenthal McGlynn
Connecticut
$73.9M -$1.97M 1 0.56% Reduced
288
IIM
Ivory Investment Management
New York
$73.3M +$9.93M 1 3.47% Increased
289
TGI
Tradewinds Global Investors
California
$71.7M +$1.24M 2 1.91% Increased
290
Driehaus Capital Management
Driehaus Capital Management
Illinois
$71.5M +$8.32M 6 2.76% Increased
291
IRF
IBM Retirement Fund
New York
$71.4M -$9.91M 7 0.98% Reduced
292
Panagora Asset Management
Panagora Asset Management
Massachusetts
$71.3M +$20M 11 0.35% Increased
293
Suntrust Banks
Suntrust Banks
Georgia
$69.9M +$3.62M 12 0.27% Increased
294
JIR
James Investment Research
Ohio
$69.6M +$2.88M 6 2.64% Increased
295
Caxton Associates (New York)
Caxton Associates (New York)
New York
$69.4M +$29.4M 3 3.63% Increased
296
NAM
NorthCoast Asset Management
Connecticut
$68.6M +$68.4M 2 4.68% Increased
297
ICOM
Investment Counselors of Maryland
Maryland
$67.7M -$18.6M 3 2.86% Reduced
298
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$67.5M -$2.63M 1 1.97% Reduced
299
DCM
Daruma Capital Management
New York
$67.4M -$3.66M 3 3.09% Reduced
300
Spot Trading
Spot Trading
Illinois
$66.7M -$6.26M 13 0.41% Reduced