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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
Hosking Partners
Hosking Partners
United Kingdom
$30.9M +$1.95M 2 1.42% Increased
402
GAI
General American Investors
New York
$30.8M $0 2 3.18% Maintained
403
MCM
McKinley Capital Management
Alaska
$30.1M -$1.11M 6 1.45% Reduced
404
QS Investors
QS Investors
New York
$29.9M -$13.2M 14 0.29% Reduced
405
CCM
Cadence Capital Management
Massachusetts
$29.8M -$3.02M 4 2.1% Reduced
406
Creative Planning
Creative Planning
Kansas
$29.7M +$223K 23 0.23% Increased
407
TGI
Tradewinds Global Investors
California
$29.6M +$1.98M 3 1.79% Increased
408
CBOA
Commonwealth Bank of Australia
Australia
$29.6M +$2.06M 8 0.36% Increased
409
RCM
Redwood Capital Management
New York
$29.4M -$5.4M 2 4.63% Reduced
410
Sit Investment Associates
Sit Investment Associates
Minnesota
$29M +$5.46M 2 0.53% Increased
411
Royal London Asset Management
Royal London Asset Management
United Kingdom
$29M -$19.6M 3 0.71% Reduced
412
GP
GLG Partners
United Kingdom
$29M +$18.2M 5 0.82% Increased
413
SL
Summitry LLC
California
$28.9M +$91.1K 1 3.09% Increased
414
Pinnacle Associates
Pinnacle Associates
New York
$28.5M +$2.15M 8 0.61% Increased
415
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$28.5M -$33.2M 2 0.74% Reduced
416
CAM
Cacti Asset Management
Georgia
$28.4M -$261K 2 3.06% Reduced
417
CCM
Coliseum Capital Management
Connecticut
$28.4M $0 1 11.01% Maintained
418
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$28.3M +$2.05M 8 1.33% Increased
419
Regions Financial Corp
Regions Financial Corp
Alabama
$28.2M -$14.7M 9 0.37% Reduced
420
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$28.2M -$13.4M 8 0.31% Reduced
421
WAM
World Asset Management
Michigan
$28.1M -$748K 12 1.12% Reduced
422
Advisors Asset Management
Advisors Asset Management
Colorado
$27.9M -$983K 15 0.46% Reduced
423
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$27.8M -$16M 2 0.52% Reduced
424
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$27.6M +$4.74M 1 1.87% Increased
425
EA
Ecofin Advisors
United Kingdom
$27.3M +$4.43M 1 4.55% Increased