← All themes

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
401
BB&T Securities
BB&T Securities
Virginia
$42.3M +$4.46M 7 1.1% Increased
402
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$42.2M +$1.82M 4 0.96% Increased
403
Scharf Investments
Scharf Investments
California
$41.9M +$44.2M 1 1.86% New
404
KBG
Kahn Brothers Group
New York
$41.4M +$16.3M 1 5.9% Increased
405
Pinnacle Associates
Pinnacle Associates
New York
$41.4M +$2.9M 7 0.81% Increased
406
PEAK6 Group
PEAK6 Group
Illinois
$41.3M -$8.27M 12 0.35% Reduced
407
GH
GAM Holding
Switzerland
$41.3M +$4.98M 9 0.66% Increased
408
Numeric Investors
Numeric Investors
Massachusetts
$41M +$35.9M 7 0.7% Increased
409
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$40.8M +$8.02K 7 0.63% Increased
410
WAM
World Asset Management
Michigan
$40.7M -$4.97M 13 1.27% Reduced
411
Sculptor Capital
Sculptor Capital
New York
$40.7M -$292M 5 0.13% Reduced
412
Discovery Capital Management
Discovery Capital Management
Connecticut
$40.3M +$35.7M 1 0.29% New
413
GA
Glenhill Advisors
New York
$40.3M +$6.03M 2 3.64% Increased
414
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$39.9M +$1.18M 7 0.57% Increased
415
CC
CQS Cayman
Cayman Islands
$39.6M +$15.2M 1 3.2% Increased
416
Andra AP-fonden
Andra AP-fonden
Sweden
$39.4M +$7.05M 6 0.91% Increased
417
MCM
McKinley Capital Management
Alaska
$39.2M -$18M 4 1.65% Reduced
418
Hamlin Capital Management
Hamlin Capital Management
New York
$38.9M +$934K 1 2.5% Increased
419
Jefferies Group
Jefferies Group
New York
$38.8M +$20.4M 8 0.38% Increased
420
HJMC
Hellman Jordan Management Company
Massachusetts
$38.6M +$28.3M 3 8.16% Increased
421
PHAM
Pacific Heights Asset Management
California
$38.5M -$19.3M 1 1.32% Reduced
422
VCM
Vision Capital Management
Oregon
$38.4M +$19.6M 2 4.68% Increased
423
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$38.4M -$1.32M 14 0.36% Reduced
424
VanEck Associates
VanEck Associates
New York
$38.3M -$3.43K 4 0.19% Reduced
425
KAM
Keeley Asset Management
Illinois
$38.2M -$962K 3 0.66% Reduced