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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
RCM
Roystone Capital Management
New York
$79.1M +$70.9M 1 6.26% New
302
MC
MSD Capital
New York
$79M -$13.6M 1 13.5% Reduced
303
KG
Killen Group
Pennsylvania
$78.7M -$30.3M 3 4.52% Reduced
304
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$78.6M -$18.9M 3 1.1% Reduced
305
Foresters Investment Management
Foresters Investment Management
New York
$78.2M +$25.2M 4 1.69% Increased
306
Spot Trading
Spot Trading
Illinois
$77.8M +$8.26M 13 0.42% Increased
307
TGI
Tradewinds Global Investors
California
$77.6M -$4.09M 2 1.92% Reduced
308
TI
Turner Investments
Pennsylvania
$77.1M -$37.9M 9 1.38% Reduced
309
DCM
Daruma Capital Management
New York
$74.1M +$3.39M 4 3.08% Increased
310
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$74M +$23.8M 4 1.47% Increased
311
CIBC World Market
CIBC World Market
Ontario, Canada
$72.9M +$57.8M 4 0.3% Increased
312
MAM
Majedie Asset Management
United Kingdom
$72.5M +$66.8M 2 21.32% New
313
Sterling Capital Management
Sterling Capital Management
North Carolina
$71.8M +$1.66M 3 0.66% Increased
314
Brown Advisory
Brown Advisory
Maryland
$71.5M +$2.56M 7 0.23% Increased
315
Caxton Associates (New York)
Caxton Associates (New York)
New York
$71.4M -$2.12M 5 2.27% Reduced
316
Nomura Asset Management
Nomura Asset Management
Japan
$71.3M +$16.7M 8 1.28% Increased
317
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$71M +$11.7M 4 2.21% Increased
318
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$70.3M +$777K 1 1.82% Increased
319
RIG
Roosevelt Investment Group
New York
$69.3M -$10.4M 3 3.13% Reduced
320
IRF
IBM Retirement Fund
New York
$68.7M -$2.46M 7 0.9% Reduced
321
Great Lakes Advisors
Great Lakes Advisors
Illinois
$68.2M -$2.86M 2 3.1% Reduced
322
LOAMU
Lombard Odier Asset Management (USA)
New York
$68M +$19.8M 2 2.91% Increased
323
JIR
James Investment Research
Ohio
$67.7M +$2.18M 6 2.13% Increased
324
Nordea Investment Management
Nordea Investment Management
Sweden
$67.3M +$21.5M 8 0.33% Increased
325
Nuveen
Nuveen
North Carolina
$67.3M +$4.83M 8 0.43% Increased