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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
WSC
White Square Capital
United Kingdom
$70.8M +$16.2M 1 100% Increased
302
Gotham Asset Management
Gotham Asset Management
New York
$70.6M -$14.9M 10 0.99% Reduced
303
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$70.4M -$906K 12 0.88% Reduced
304
BCM
BBT Capital Management
Texas
$70.1M +$47.2M 1 9.31% Increased
305
KCM
Kingstown Capital Management
New York
$69.9M -$3.4M 1 6.96% Reduced
306
Folketrygdfondet
Folketrygdfondet
Norway
$69.4M +$19.9M 1 2.72% Increased
307
Great Lakes Advisors
Great Lakes Advisors
Illinois
$69.4M +$11.4M 5 1.7% Increased
308
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$69.3M -$8.62M 5 0.62% Reduced
309
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$69.2M +$3.53M 4 0.8% Increased
310
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$69.1M -$118M 1 2.98% Reduced
311
Coatue Management
Coatue Management
New York
$68.7M +$73.6M 1 0.62% New
312
MIHAS
Maj Invest Holding A/S
Denmark
$68.7M +$66.8M 1 4.71% New
313
Highbridge Capital Management
Highbridge Capital Management
New York
$68.3M -$5.45M 8 1.02% Reduced
314
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$66.6M +$60.8M 1 4.66% New
315
Appaloosa LP
Appaloosa LP
New Jersey
$66.4M -$111M 1 0.98% Reduced
316
Driehaus Capital Management
Driehaus Capital Management
Illinois
$64.6M +$47.5M 5 2.38% Increased
317
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$63.9M -$17.5M 7 1.94% Reduced
318
OCAM
Onex Canada Asset Management
Ontario, Canada
$63.1M -$3.66M 3 5.77% Reduced
319
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$63M +$128K 2 0.4% Increased
320
RCM
Roystone Capital Management
New York
$62.6M -$15.8M 1 4.16% Reduced
321
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$62.6M -$17.3M 11 1.47% Reduced
322
PEAK6 Group
PEAK6 Group
Illinois
$62.5M +$31.2M 13 0.36% Increased
323
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$62.2M +$7.68M 7 1.25% Increased
324
Miller Howard Investments
Miller Howard Investments
New York
$62.1M -$2.24M 2 1.24% Reduced
325
Jasper Ridge Partners
Jasper Ridge Partners
California
$61.7M +$52.4M 2 3.31% Increased