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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
351
Folketrygdfondet
Folketrygdfondet
Norway
$53.5M +$54.7M 1 1.46% New
352
Williams Jones & Associates
Williams Jones & Associates
New York
$53.3M +$20.6M 4 2.19% Increased
353
SM
Senvest Management
New York
$53M +$52M 1 3.78% New
354
PointState Capital
PointState Capital
New York
$52.9M +$43.3M 1 0.9% Increased
355
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$52.7M -$16.3M 7 0.63% Reduced
356
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$52.7M +$1.54M 3 1.1% Increased
357
CC
Cannell & Co
New York
$52.3M +$37.9M 5 1.56% Increased
358
Oaktree Capital Management
Oaktree Capital Management
California
$52.1M -$2.6M 1 0.56% Reduced
359
CCMH
Cornerstone Capital Management Holdings
New York
$52M -$13.4M 9 0.53% Reduced
360
SAM
Sentinel Asset Management
Vermont
$52M +$675K 2 1.09% Increased
361
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$51.3M +$3.33M 9 0.98% Increased
362
Egerton Capital (UK)
Egerton Capital (UK)
United Kingdom
$51.3M +$47.5M 1 0.69% New
363
NRC
North Run Capital
Massachusetts
$51.1M -$2.71M 1 4.55% Reduced
364
CP
Covalent Partners
Massachusetts
$50M +$988K 2 11.34% Increased
365
PCM
Proxima Capital Management
New York
$49.9M +$1.77M 2 6.49% Increased
366
Glenmede Trust
Glenmede Trust
Pennsylvania
$49.7M -$11.6M 17 0.39% Reduced
367
SI
Standard Investments
New York
$49.6M +$5.65M 2 2.64% Increased
368
ProShare Advisors
ProShare Advisors
Maryland
$49.6M +$4.27M 12 0.58% Increased
369
PAR Capital Management
PAR Capital Management
Massachusetts
$49.5M $0 1 1.14% Maintained
370
DAM
Deltec Asset Management
New York
$49.4M +$10M 5 10.84% Increased
371
CAM
Capstone Asset Management
Texas
$49.1M +$18.2M 12 1.42% Increased
372
BB&T Securities
BB&T Securities
Virginia
$49M +$7.1M 7 1.1% Increased
373
BM
Bridger Management
New York
$48.9M -$9.36M 1 3.08% Reduced
374
Orbis Holdings
Orbis Holdings
Bermuda
$48.5M -$240M 3 0.37% Reduced
375
NA
Navellier & Associates
Nevada
$48.5M -$4.61M 3 2.42% Reduced