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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
Congress Asset Management
Congress Asset Management
Massachusetts
$150M -$12.3M 4 1.43% Reduced
277
Westwood Holdings Group
Westwood Holdings Group
Texas
$148M -$10.6M 5 1.62% Reduced
278
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$147M -$59.6M 14 2.23% Reduced
279
Ruffer LLP
Ruffer LLP
United Kingdom
$147M +$33.4M 2 5.78% Increased
280
Gabelli Funds
Gabelli Funds
New York
$147M +$19.2M 14 1.13% Increased
281
Utah Retirement Systems
Utah Retirement Systems
Utah
$146M +$1.27M 14 2.34% Increased
282
Todd Asset Management
Todd Asset Management
Kentucky
$146M +$7.89M 6 3.75% Increased
283
Douglas Lane & Associates
Douglas Lane & Associates
New York
$145M +$436K 3 2.46% Increased
284
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$143M +$144M 5 2.55% Increased
285
Alphinity Investment Management
Alphinity Investment Management
Australia
$143M +$16.4M 2 4.36% Increased
286
RH
Riverstone Holdings
New York
$143M $0 2 6% Maintained
287
VI
Versor Investments
New York
$143M -$5.26M 6 5.46% Reduced
288
Shapiro Capital Management
Shapiro Capital Management
Georgia
$142M +$29.2M 1 3.55% Increased
289
Daiwa Securities Group
Daiwa Securities Group
Japan
$142M +$11.4M 14 1.08% Increased
290
Alpine Associates Management
Alpine Associates Management
Florida
$141M +$14.8M 2 5.31% Increased
291
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$141M +$95M 13 0.13% Increased
292
ALPS Advisors
ALPS Advisors
Colorado
$140M +$20.5M 14 1.36% Increased
293
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$139M -$67.5M 16 0.85% Reduced
294
Yousif Capital Management
Yousif Capital Management
Michigan
$138M +$1.27M 22 1.81% Increased
295
Capital International
Capital International
California
$137M -$7.23M 5 10.28% Reduced
296
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$136M -$35.1M 10 1.72% Reduced
297
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$136M +$16.1M 15 1.45% Increased
298
VH
Varley Holdings
Australia
$135M +$182M 1 100% New
299
NC
Nightview Capital
Texas
$134M +$354K 2 34.53% Increased
300
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$134M +$54.5M 7 2.01% Increased