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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
301
Great Lakes Advisors
Great Lakes Advisors
Illinois
$64.4M -$401K 3 2.89% Reduced
302
MVP
Miller Value Partners
Florida
$64.4M +$2.17M 3 3.88% Increased
303
TCG
Tremblant Capital Group
Florida
$64.2M +$44.3M 1 2.53% Increased
304
Aperio Group
Aperio Group
California
$63.4M +$10.4M 13 1.22% Increased
305
CCP
Clough Capital Partners
Massachusetts
$61.9M -$20.6M 3 1.92% Reduced
306
GAMCO Investors
GAMCO Investors
Connecticut
$61.5M -$29.3M 7 0.36% Reduced
307
Brown Advisory
Brown Advisory
Maryland
$61.3M -$16.5M 7 0.22% Reduced
308
Alyeska Investment Group
Alyeska Investment Group
Illinois
$61.1M -$18.7M 3 2.49% Reduced
309
RHBC
R.H. Bluestein & Co
Michigan
$60.8M -$48.5K 7 4.31% Reduced
310
Natixis Advisors
Natixis Advisors
Massachusetts
$60.8M -$431K 12 1.12% Reduced
311
KCM
Kingdon Capital Management
New York
$60.7M +$18.3M 5 2.98% Increased
312
Westfield Capital Management
Westfield Capital Management
Massachusetts
$60.5M +$152K 2 0.39% Increased
313
Marsico Capital Management
Marsico Capital Management
Colorado
$60.2M +$10.7M 3 0.44% Increased
314
C
Consulta
United Kingdom
$60M -$24.9M 1 9.18% Reduced
315
3CP
3G Capital Partners
New York
$59.8M -$24.9M 2 6.32% Reduced
316
Janus Henderson Group
Janus Henderson Group
$59.3M -$3.98M 8 0.65% Reduced
317
WCM Investment Management
WCM Investment Management
California
$59M +$2.49M 1 3.08% Increased
318
Nuveen
Nuveen
North Carolina
$58.9M +$1.34M 7 0.38% Increased
319
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$57.6M +$56.9M 4 1.89% New
320
SRS Investment Management
SRS Investment Management
New York
$57.4M $0 1 3.47% Maintained
321
Arizona State Retirement System
Arizona State Retirement System
Arizona
$56.6M +$2.18M 8 0.72% Increased
322
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56.3M +$18.9K 9 1.72% Increased
323
Regions Financial Corp
Regions Financial Corp
Alabama
$56M +$7.12M 10 0.74% Increased
324
MAMNY
Marathon Asset Management (New York)
New York
$55.8M +$13.9M 2 3.47% Increased
325
SCM
Shapiro Capital Management
Georgia
$55.8M -$9.23M 1 1.58% Reduced