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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
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45.3M -$549K 9 0.79% Reduced
402
SBCM
Schwerin Boyle Capital Management
Massachusetts
$45.1M +$6.54M 2 4.95% Increased
403
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$44.9M +$4.11M 9 0.99% Increased
404
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$44.8M -$5.36M 4 1.54% Reduced
405
Confluence Investment Management
Confluence Investment Management
Missouri
$44.5M +$12.2M 3 0.78% Increased
406
Advisors Asset Management
Advisors Asset Management
Colorado
$44.2M +$5.88M 13 0.75% Increased
407
Ariel Investments
Ariel Investments
Illinois
$43.9M +$3.86M 3 0.49% Increased
408
PTC
Philadelphia Trust Company
Pennsylvania
$43.9M +$1.69M 5 3.92% Increased
409
AssetMark Inc
AssetMark Inc
California
$43.7M +$1.23M 16 0.43% Increased
410
Advisors Capital Management
Advisors Capital Management
New Jersey
$43.5M +$4.57M 4 3% Increased
411
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$43.5M +$7.9M 11 0.78% Increased
412
KPF
K2 Principal Fund
Ontario, Canada
$42.9M +$12.8M 3 3.31% Increased
413
SFM
Systematic Financial Management
New Jersey
$42.8M -$4.61M 4 1.04% Reduced
414
TPSF
Texas Permanent School Fund
Texas
$42.6M -$2.27M 8 0.58% Reduced
415
QS Investors
QS Investors
New York
$42.4M -$10.6M 12 0.42% Reduced
416
AP
Atwood & Palmer
Missouri
$42.3M +$12.6M 6 5.81% Increased
417
Squarepoint
Squarepoint
New York
$42M -$20.1M 10 0.56% Reduced
418
WIC
Willis Investment Counsel
Georgia
$41.8M -$1.46M 4 3.07% Reduced
419
NMC
Nine Masts Capital
Hong Kong
$41.7M +$14.1M 2 8.08% Increased
420
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$41.5M +$15.8M 11 0.56% Increased
421
NC
Nightview Capital
Texas
$41.4M +$4.43M 1 11.99% Increased
422
Voloridge Investment Management
Voloridge Investment Management
Florida
$41.4M -$72M 3 1.11% Reduced
423
SCM
Shapiro Capital Management
Georgia
$41M +$2.1M 1 0.89% Increased
424
Foresters Investment Management
Foresters Investment Management
New York
$40.9M -$15M 4 0.7% Reduced
425
CAM
Cacti Asset Management
Georgia
$40.6M +$6.69K 2 3.28% Increased