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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
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$64.5M -$33.4M 3 1.26% Reduced
327
AIM
Assured Investment Management
New York
$64.3M -$951K 5 1.08% Reduced
328
TAM
Third Avenue Management
New York
$64.3M +$2.44M 1 1.62% Increased
329
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$63.4M +$5.21M 5 0.17% Increased
330
TPSF
Texas Permanent School Fund
Texas
$62.9M -$2.28M 7 0.73% Reduced
331
PP
PDT Partners
New York
$62.7M -$54.2M 9 1.64% Reduced
332
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$62.7M -$2.98M 12 2.01% Reduced
333
TCM
Tekne Capital Management
New York
$61.6M +$12.7M 2 11.44% Increased
334
KIG
Kovitz Investment Group
Illinois
$61.1M -$2.19M 3 3.39% Reduced
335
BB&T Securities
BB&T Securities
Virginia
$60.5M +$5.02M 10 1.28% Increased
336
GH
GAM Holding
Switzerland
$60M +$12M 8 0.87% Increased
337
ACM
Atlanta Capital Management
Georgia
$60M -$2.68M 1 0.41% Reduced
338
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$59.8M -$625K 7 0.43% Reduced
339
SC
Skylands Capital
Wisconsin
$59.8M -$1.68M 5 6.42% Reduced
340
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$59.6M -$96.8M 2 0.76% Reduced
341
Wasatch Advisors
Wasatch Advisors
Utah
$58.9M -$10.5M 4 0.64% Reduced
342
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$58.8M +$22.6M 18 0.12% Increased
343
RCM
Redwood Capital Management
New York
$57.9M -$3.85M 3 6.93% Reduced
344
SIM
Stelliam Investment Management
New York
$57.9M -$20.3M 1 1.22% Reduced
345
Numeric Investors
Numeric Investors
Massachusetts
$57.6M +$17.2M 9 0.66% Increased
346
HighTower Advisors
HighTower Advisors
Illinois
$57.4M +$3.34M 14 0.92% Increased
347
Royce & Associates
Royce & Associates
New York
$57M -$38.5M 4 0.24% Reduced
348
River Road Asset Management
River Road Asset Management
Kentucky
$56.8M -$4.35M 2 0.84% Reduced
349
Trillium Asset Management
Trillium Asset Management
Massachusetts
$56.8M +$5.17M 5 3.64% Increased
350
Williams Jones & Associates
Williams Jones & Associates
New York
$56.5M +$5.08M 5 2.17% Increased