← All themes

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
DG
Delek Group
Israel
$62.9M -$3.4M 5 2.64% Reduced
302
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$62M -$2.9M 8 0.91% Reduced
303
HighTower Advisors
HighTower Advisors
Illinois
$61.9M -$1.56M 14 0.45% Reduced
304
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$61.4M -$4.8M 4 0.45% Reduced
305
SAM
Scopus Asset Management
New York
$61.2M +$23.8M 5 0.82% Increased
306
PIM
Paradice Investment Management
Colorado
$61.2M $0 1 4.21% Maintained
307
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$61M -$23.2M 8 0.65% Reduced
308
Davis Selected Advisers
Davis Selected Advisers
Arizona
$60.7M +$233K 2 0.26% Increased
309
Suntrust Banks
Suntrust Banks
Georgia
$60.7M +$661K 10 0.31% Increased
310
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$60.3M +$55M 5 0.34% Increased
311
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$59M +$2.46M 3 1.32% Increased
312
Arizona State Retirement System
Arizona State Retirement System
Arizona
$58.9M +$549K 8 0.56% Increased
313
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$58.4M +$58.5M 3 0.29% Increased
314
South Texas Money Management
South Texas Money Management
Texas
$58.3M -$3.47M 3 2.46% Reduced
315
Nomura Asset Management
Nomura Asset Management
Japan
$58.1M -$5.12M 8 0.56% Reduced
316
London Company of Virginia
London Company of Virginia
Virginia
$57.6M +$285K 2 0.45% Increased
317
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$57.2M +$2.53M 26 0.48% Increased
318
CBOA
Commonwealth Bank of Australia
Australia
$57.1M +$2.03M 10 0.55% Increased
319
Oppenheimer Asset Management
Oppenheimer Asset Management
New York
$56.9M +$5.2M 11 1.26% Increased
320
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$56.8M +$33.6M 7 0.25% Increased
321
CFM
Coronation Fund Managers
South Africa
$56.8M -$61.2M 1 2.45% Reduced
322
Balyasny Asset Management
Balyasny Asset Management
Illinois
$55.4M -$69.4M 9 0.25% Reduced
323
OCM
Osterweis Capital Management
California
$55.1M -$8.32M 1 3.52% Reduced
324
Swiss Life Asset Management
Swiss Life Asset Management
$55.1M -$33.8M 7 0.74% Reduced
325
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54.4M +$21M 9 0.86% Increased