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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
BHG
Blue Harbour Group
Connecticut
$53.8M +$52.4M 1 1.91% New
377
JP
Jana Partners
New York
$53.6M +$56.8M 1 1.42% New
378
CBT
Capital Bank & Trust
California
$53.5M -$8.15M 9 0.73% Reduced
379
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53.4M -$1.61M 10 0.98% Reduced
380
IAM
Iridian Asset Management
Connecticut
$53.3M +$49.5M 1 0.45% New
381
BA
Boston Advisors
Massachusetts
$53.1M +$9.42M 6 1.15% Increased
382
Suntrust Banks
Suntrust Banks
Georgia
$53M -$5.18M 13 0.31% Reduced
383
TS
Twin Securities
New York
$52.8M +$8.5M 1 7.77% Increased
384
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$52M +$544K 7 0.61% Increased
385
Alpha Wave Global
Alpha Wave Global
New York
$51.9M +$4.16M 1 11.88% Increased
386
KeyBank National Association
KeyBank National Association
Ohio
$51.7M -$3.78M 10 0.3% Reduced
387
Ninety One (UK)
Ninety One (UK)
United Kingdom
$51.5M -$26.1M 2 0.21% Reduced
388
AP
Atwood & Palmer
Missouri
$51.4M +$1.32M 6 7.2% Increased
389
DG
Delek Group
Israel
$51.3M +$50.5M 5 2.75% New
390
Envestnet Asset Management
Envestnet Asset Management
Illinois
$51.2M -$1.37M 19 0.11% Reduced
391
SC
Skylands Capital
Wisconsin
$51M -$2.51M 3 6.57% Reduced
392
GP
GLG Partners
United Kingdom
$50.8M +$36.8M 3 2.38% Increased
393
GCIA
Gabelli & Co Investment Advisers
New York
$50.3M -$4.29M 2 6.65% Reduced
394
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$50.2M -$12.1M 7 1.28% Reduced
395
Jasper Ridge Partners
Jasper Ridge Partners
California
$50.2M -$3.75M 1 3.31% Reduced
396
TPSF
Texas Permanent School Fund
Texas
$49.9M -$1.52M 8 0.62% Reduced
397
Tocqueville Asset Management
Tocqueville Asset Management
New York
$49.8M -$1.35M 8 0.57% Reduced
398
TIP
Torray Investment Partners
Maryland
$49.7M -$1.39M 3 4.9% Reduced
399
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$49.7M -$3.09M 13 0.51% Reduced
400
SCM
Simcoe Capital Management
New York
$49.4M $0 1 17.1% Maintained