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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
326
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$241M +$4.13M 8 1.51% Increased
327
Lido Advisors
Lido Advisors
California
$240M +$18.5M 18 0.65% Increased
328
Marex Group
Marex Group
$239M -$97.5M 18 1.01% Reduced
329
Donald Smith & Co
Donald Smith & Co
New York
$235M +$4.61M 2 4.16% Increased
330
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$233M +$6.26M 5 2.63% Increased
331
DFO
Duquesne Family Office
New York
$232M +$29.5M 1 4.46% Increased
332
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria
Spain
$232M -$9.42M 8 1.45% Reduced
333
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$232M -$8.87M 11 1.39% Reduced
334
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$232M +$160M 2 2.61% Increased
335
Vinva Investment Management
Vinva Investment Management
Australia
$227M +$1.43M 6 1.51% Increased
336
Candriam SCA
Candriam SCA
Luxembourg
$225M -$55M 6 1.01% Reduced
337
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$223M -$44.5M 11 0.5% Reduced
338
Guggenheim Capital
Guggenheim Capital
Illinois
$221M +$12.7M 13 1.39% Increased
339
Cable Car Capital
Cable Car Capital
California
$219M +$207M 1 4.68% New
340
AssetMark Inc
AssetMark Inc
California
$218M -$2.38M 25 0.37% Reduced
341
AV
Aspiring Ventures
Ohio
$218M +$31.1M 4 52.95% Increased
342
EC
E20 Capital
$217M +$174M 2 17.48% Increased
343
Ilmarinen Mutual Pension Insurance
Ilmarinen Mutual Pension Insurance
Finland
$213M -$911K 7 1.44% Reduced
344
&Partners
&Partners
Tennessee
$213M +$12.6M 18 0.88% Increased
345
Penserra Capital Management
Penserra Capital Management
California
$213M -$30.4M 12 1.64% Reduced
346
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$213M +$1.38M 3 1.36% Increased
347
BOI
Bank of Italy
Italy
$212M $0 1 9.66% Maintained
348
Empowered Funds
Empowered Funds
Pennsylvania
$212M -$5.82M 22 1.12% Reduced
349
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$211M -$40.9M 4 1.47% Reduced
350
Sanctuary Advisors
Sanctuary Advisors
Indiana
$210M -$8.49M 21 0.97% Reduced