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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
376
Capital International
Capital International
California
$44.5M -$13.2K 2 2.9% Reduced
377
MCM
McKinley Capital Management
Alaska
$44.5M +$4.6M 8 1.63% Increased
378
TCM
Tetrem Capital Management
Manitoba, Canada
$44.1M -$2.34M 1 1.82% Reduced
379
Meag Munich Ergo
Meag Munich Ergo
Germany
$43.7M +$27.7M 4 1.73% Increased
380
Walleye Trading
Walleye Trading
New York
$43.7M +$21.4M 15 0.31% Increased
381
C
Consulta
United Kingdom
$43.7M -$14.7M 1 5.28% Reduced
382
Arizona State Retirement System
Arizona State Retirement System
Arizona
$43.1M -$308K 8 0.61% Reduced
383
QOP
Quinn Opportunity Partners
Virginia
$42.6M +$20.6M 4 9.85% Increased
384
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$42.4M -$1.09M 7 0.27% Reduced
385
Churchill Management
Churchill Management
California
$42.4M +$1.6M 2 1.2% Increased
386
GA
Glenhill Advisors
New York
$42.2M +$40.4M 1 3.27% New
387
CAM
Capstone Asset Management
Texas
$42.1M +$971K 14 1.17% Increased
388
PIM
Paradice Investment Management
Colorado
$42M +$4.5M 1 3.5% Increased
389
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$41.6M -$15.9K 3 3.72% Reduced
390
AFG
American Financial Group
Ohio
$41.4M -$51.5K 2 3.83% Reduced
391
AHL Partners
AHL Partners
United Kingdom
$41.3M +$3.44M 10 0.91% Increased
392
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$41.2M -$22.3M 1 2.09% Reduced
393
AGC
Angelo Gordon & Co
New York
$40.6M +$1.39M 2 2.49% Increased
394
DCM
Daruma Capital Management
New York
$40.6M -$20.2M 2 2.37% Reduced
395
Hosking Partners
Hosking Partners
United Kingdom
$40.1M +$3.69M 2 1.11% Increased
396
DLPIC
Davide Leone & Partners Investment Company
United Kingdom
$40.1M +$39.2M 1 3.98% New
397
BTP
Bloom Tree Partners
New York
$39.9M $0 1 3.87% Maintained
398
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$39.9M -$6.06M 11 1.06% Reduced
399
PTC
Philadelphia Trust Company
Pennsylvania
$39.5M +$16.1M 5 3.25% Increased
400
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$39.2M -$1.54M 9 0.37% Reduced