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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
Capital International
Capital International
California
$38.7M +$1.93M 2 2.71% Increased
402
Churchill Management
Churchill Management
California
$38.6M +$21.2M 2 1.29% Increased
403
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$38.6M +$1.29M 8 0.37% Increased
404
TCW Group
TCW Group
California
$38.4M +$19.1M 7 0.29% Increased
405
CIBC World Market
CIBC World Market
Ontario, Canada
$38.2M -$18.6K 12 0.13% Reduced
406
BTP
Bloom Tree Partners
New York
$37.8M +$113K 1 3.81% Increased
407
Oppenheimer & Co
Oppenheimer & Co
New York
$37.6M +$1.22M 10 1.1% Increased
408
BIM
Bogle Investment Management
Massachusetts
$36.8M +$19.5M 5 2.54% Increased
409
AGC
Angelo Gordon & Co
New York
$36.8M +$37.3M 1 2.7% New
410
PC
Paulson & Co
New York
$36.6M +$37.1M 1 0.46% New
411
PAM
PSquared Asset Management
Switzerland
$36.4M +$36.9M 1 59.97% New
412
AHL Partners
AHL Partners
United Kingdom
$35.7M +$7.23M 11 1.09% Increased
413
Truist Financial
Truist Financial
North Carolina
$35.5M +$2.28M 8 0.73% Increased
414
Hosking Partners
Hosking Partners
United Kingdom
$35.4M -$897K 2 1.13% Reduced
415
LSCM
Light Street Capital Management
California
$35.3M +$24.6M 1 4.82% Increased
416
CIM
Calvert Investment Management
Maryland
$35.2M +$4.31M 10 1.32% Increased
417
GP
GLG Partners
United Kingdom
$35.1M +$1.6M 6 1.4% Increased
418
ProShare Advisors
ProShare Advisors
Maryland
$35.1M +$8.73M 12 0.39% Increased
419
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$34.9M -$363K 4 1.2% Reduced
420
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$34.8M -$14.1M 7 0.24% Reduced
421
IPAM
ICICI Prudential Asset Management
India
$34.8M +$34.9M 1 36.63% New
422
SBCM
Schwerin Boyle Capital Management
Massachusetts
$34.4M +$6.61M 1 4.26% Increased
423
MC
Maplelane Capital
New York
$34.1M -$20M 2 1.43% Reduced
424
Advisors Capital Management
Advisors Capital Management
New Jersey
$34M -$687K 4 3.25% Reduced
425
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$33.9M +$2.56M 2 0.82% Increased