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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
LCM
Lakewood Capital Management
New York
$88.6M +$77.2M 1 3.2% New
277
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$87.9M +$1.28M 5 1.42% Increased
278
TPI
Tesco Pension Investment
United Kingdom
$86.5M $0 1 2.49% Maintained
279
HighTower Advisors
HighTower Advisors
Illinois
$86.2M -$5M 17 0.74% Reduced
280
BB&T Securities
BB&T Securities
Virginia
$85M -$404K 11 1.16% Reduced
281
Nuveen
Nuveen
North Carolina
$84.6M -$17.5M 8 0.55% Reduced
282
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$84.1M +$419K 3 4.18% Increased
283
Marshall Wace North America
Marshall Wace North America
New York
$83.6M +$64.2M 9 0.53% Increased
284
Regions Financial Corp
Regions Financial Corp
Alabama
$83.4M -$4.56M 9 0.95% Reduced
285
SG Americas Securities
SG Americas Securities
New York
$82.9M -$33.3M 17 0.73% Reduced
286
AIG
American International Group
New York
$82.8M -$4.05M 13 0.29% Reduced
287
NIMC
NWQ Investment Management Company
California
$81.9M -$14.4M 2 1% Reduced
288
Great Lakes Advisors
Great Lakes Advisors
Illinois
$81.8M +$12.9M 5 1.92% Increased
289
MCM
Mason Capital Management
New York
$80.9M +$79.8M 1 2.56% New
290
BWA
Brave Warrior Advisors
New York
$80M -$56.3M 1 3.87% Reduced
291
HAM
HHR Asset Management
New Jersey
$79.3M +$1.82M 1 4.14% Increased
292
CC
Coastland Capital
California
$79.1M $0 1 4.94% Maintained
293
CCMH
Cornerstone Capital Management Holdings
New York
$78.5M -$3.07M 8 0.62% Reduced
294
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$77.3M +$2.96M 15 0.88% Increased
295
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$75.7M +$13.9M 9 0.64% Increased
296
Equity Investment Corp
Equity Investment Corp
Georgia
$75.1M -$1.84M 1 2.59% Reduced
297
Causeway Capital Management
Causeway Capital Management
California
$75M -$1.2M 3 0.84% Reduced
298
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$74.9M +$15.6M 2 0.89% Increased
299
Capstone Investment Advisors
Capstone Investment Advisors
New York
$74.9M -$5.77M 5 2.63% Reduced
300
Laurion Capital Management
Laurion Capital Management
New York
$74.9M -$30.5M 11 0.33% Reduced