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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
ESG
Emerging Sovereign Group
New York
$39.1M -$35.7M 1 5.82% Reduced
402
Xact Kapitalforvaltning
Xact Kapitalforvaltning
Sweden
$38.6M +$2.69M 7 1.19% Increased
403
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$38.5M -$2.32M 7 0.72% Reduced
404
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$38.5M +$6.19M 3 0.98% Increased
405
JIR
James Investment Research
Ohio
$38M -$4.39M 10 1.07% Reduced
406
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$37.5M +$581K 2 0.86% Increased
407
DnB Asset Management
DnB Asset Management
Norway
$37.5M +$12.9M 5 0.59% Increased
408
Truist Financial
Truist Financial
North Carolina
$37M +$800K 8 0.74% Increased
409
LSCM
Light Street Capital Management
California
$36.7M -$8.38M 1 2.95% Reduced
410
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$36.1M -$751K 4 1.23% Reduced
411
BIM
Bogle Investment Management
Massachusetts
$36M -$7.75M 5 2.51% Reduced
412
PP
Paloma Partners
Connecticut
$35.9M -$19.2M 15 0.43% Reduced
413
SCM
SKBA Capital Management
California
$35.9M -$8.02M 3 4.78% Reduced
414
QS Investors
QS Investors
New York
$35.8M +$6.64M 14 0.31% Increased
415
Utah Retirement Systems
Utah Retirement Systems
Utah
$35.6M +$13.5K 7 0.85% Increased
416
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$35.4M +$937K 7 0.81% Increased
417
AL
Airain Ltd
Guernsey
$35.3M +$12.5M 7 1.72% Increased
418
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$35.2M +$19.5M 3 0.47% Increased
419
SBCM
Schwerin Boyle Capital Management
Massachusetts
$35M +$54.8K 1 4.28% Increased
420
WAM
World Asset Management
Michigan
$34.8M +$1.93M 12 1.13% Increased
421
GC
GMT Capital
Georgia
$34.8M -$14.5M 1 0.74% Reduced
422
Advisors Capital Management
Advisors Capital Management
New Jersey
$34.7M -$337K 4 2.99% Reduced
423
Creative Planning
Creative Planning
Kansas
$34.7M +$473K 24 0.19% Increased
424
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$34.6M +$2.61M 7 0.59% Increased
425
MC
Maplelane Capital
New York
$34.5M -$6.3M 3 0.92% Reduced