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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
SAM
Sandell Asset Management
New York
$70.4M +$15.2M 2 12.99% Increased
302
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$70.3M +$2M 6 0.42% Increased
303
Natixis
Natixis
France
$70M +$6M 5 0.84% Increased
304
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$69.5M -$3.61M 1 1.61% Reduced
305
LCM
Lakewood Capital Management
New York
$69.5M +$2.2M 1 5.59% Increased
306
LPL Financial
LPL Financial
California
$69.3M +$3.35M 16 0.4% Increased
307
SCM
Sandler Capital Management
New York
$69.1M -$23.1M 3 2.89% Reduced
308
KBC Group
KBC Group
Belgium
$68.8M +$21M 11 0.79% Increased
309
Great Lakes Advisors
Great Lakes Advisors
Illinois
$68.6M +$1.32M 2 2.82% Increased
310
CCP
Clough Capital Partners
Massachusetts
$68.5M +$29.3M 2 2.16% Increased
311
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$68.3M +$13.9M 8 1.33% Increased
312
CLM
ClearBridge LLC (Maryland)
Maryland
$68M +$58.6M 3 1.27% Increased
313
MAMNY
Marathon Asset Management (New York)
New York
$67.7M -$22.1M 2 11.21% Reduced
314
RS Investment Management
RS Investment Management
California
$66.8M -$700K 4 0.56% Reduced
315
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$66.6M +$1.24M 11 1.12% Increased
316
Panagora Asset Management
Panagora Asset Management
Massachusetts
$66.6M +$165K 14 0.32% Increased
317
SC
Skylands Capital
Wisconsin
$66.3M +$1.17M 5 6.48% Increased
318
Lyrical Asset Management
Lyrical Asset Management
New York
$65.8M +$13.2M 1 2.87% Increased
319
BCM
BBT Capital Management
Texas
$64.5M +$3.76M 2 3.99% Increased
320
EC
Eminence Capital
New York
$64.1M +$59.9M 1 1.06% New
321
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$64M +$495K 4 0.69% Increased
322
SCCM
Schafer Cullen Capital Management
New York
$63.8M -$11.8M 3 0.59% Reduced
323
HT
HAP Trading
New York
$63.7M -$7.1M 5 2.36% Reduced
324
Winslow Capital Management
Winslow Capital Management
Minnesota
$63.5M +$55.3M 1 0.19% Increased
325
Tocqueville Asset Management
Tocqueville Asset Management
New York
$63.3M +$9.62M 10 0.62% Increased