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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
RCM
Roystone Capital Management
New York
$39.4M +$43.2M 1 2.48% New
352
Davenport & Co
Davenport & Co
Virginia
$39.3M -$141K 5 0.6% Reduced
353
KBI Global Investors
KBI Global Investors
Ireland
$39.3M +$41.5M 3 1.05% New
354
Anchor Capital Advisors
Anchor Capital Advisors
Massachusetts
$39.1M -$11.9M 4 0.99% Reduced
355
SC
Skylands Capital
Wisconsin
$38.9M -$1.33M 4 6.36% Reduced
356
GP
GLG Partners
United Kingdom
$38.8M +$13.6M 6 1.16% Increased
357
TPCM
Tide Point Capital Management
Connecticut
$38.6M +$23.9M 1 2.92% Increased
358
HCM
Hodges Capital Management
Texas
$38.5M +$8.49M 5 1.87% Increased
359
Arizona State Retirement System
Arizona State Retirement System
Arizona
$38.3M -$3.44M 8 0.54% Reduced
360
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$38.1M +$1.51M 12 0.51% Increased
361
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$38.1M +$3.97M 20 0.61% Increased
362
KI
Kalmar Investments
Delaware
$38M -$8.33M 2 1.68% Reduced
363
VanEck Associates
VanEck Associates
New York
$38M +$5.97M 5 0.19% Increased
364
Daiwa Securities Group
Daiwa Securities Group
Japan
$37.2M +$1.96M 7 0.22% Increased
365
Hermes Investment Management
Hermes Investment Management
United Kingdom
$36.5M +$6.56M 3 0.73% Increased
366
GH
GAM Holding
Switzerland
$36.2M +$13M 8 0.56% Increased
367
Oppenheimer & Co
Oppenheimer & Co
New York
$36.1M -$453K 9 1.08% Reduced
368
Tocqueville Asset Management
Tocqueville Asset Management
New York
$35.6M +$526K 5 0.42% Increased
369
AP
Atwood & Palmer
Missouri
$35.5M +$943K 5 6.41% Increased
370
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$35.3M +$21.4M 7 0.26% Increased
371
Virtu KCG Holdings
Virtu KCG Holdings
New York
$34.5M +$21.2M 14 0.71% Increased
372
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$34.5M +$2.06M 4 0.73% Increased
373
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$34.1M -$55.6K 8 0.72% Reduced
374
ProShare Advisors
ProShare Advisors
Maryland
$33.9M -$788K 10 0.44% Reduced
375
AFG
American Financial Group
Ohio
$33.8M $0 2 2.59% Maintained