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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
401
Select Equity Group
Select Equity Group
New York
$39.2M +$41.7M 1 0.4% New
402
Virtu KCG Holdings
Virtu KCG Holdings
New York
$39.2M -$4.24M 13 0.76% Reduced
403
Trillium Asset Management
Trillium Asset Management
Massachusetts
$38.6M -$6.66M 6 3.34% Reduced
404
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$38.4M -$4.7M 8 0.54% Reduced
405
Sterling Capital Management
Sterling Capital Management
North Carolina
$38.4M -$32.9M 8 0.47% Reduced
406
RHBC
R.H. Bluestein & Co
Michigan
$38M -$18.2M 7 2.38% Reduced
407
Artemis Investment Management
Artemis Investment Management
United Kingdom
$37.9M +$37.1M 2 1.9% New
408
ECM
Estabrook Capital Management
New York
$37.7M -$2.92M 4 4.03% Reduced
409
Capital International
Capital International
California
$37.5M -$56.7K 3 2.34% Reduced
410
National Pension Service
National Pension Service
South Korea
$37.5M +$41.5M 3 0.6% New
411
WAM
World Asset Management
Michigan
$37.4M +$791K 13 1.12% Increased
412
Royal London Asset Management
Royal London Asset Management
United Kingdom
$37.2M +$1.87M 4 0.93% Increased
413
KBG
Kahn Brothers Group
New York
$37.1M -$3M 1 6.04% Reduced
414
HBK Investments
HBK Investments
Texas
$37.1M +$12.6M 9 0.57% Increased
415
BPCM
Beach Point Capital Management
California
$37.1M +$970K 1 8.56% Increased
416
ASA
Armstrong Shaw Associates
Connecticut
$37.1M -$1.41M 2 6.74% Reduced
417
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$37M +$37.4K 8 1.13% Increased
418
SI
Standard Investments
New York
$36.9M +$2.77M 1 1.97% Increased
419
MAM
Majedie Asset Management
United Kingdom
$36.6M +$28.7M 3 6.21% Increased
420
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$36.5M -$1.22M 4 0.85% Reduced
421
KAM
Keeley Asset Management
Illinois
$36.2M -$131K 3 0.74% Reduced
422
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$36.2M -$2.54M 13 0.33% Reduced
423
Sit Investment Associates
Sit Investment Associates
Minnesota
$36.1M -$44.6M 3 0.63% Reduced
424
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$35.8M -$4.72M 6 1.53% Reduced
425
Evercore Wealth Management
Evercore Wealth Management
New York
$35.7M +$1M 10 1.79% Increased