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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
426
CCM
Cadence Capital Management
Massachusetts
$38M +$11.1M 6 1.6% Increased
427
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$38M +$23.7M 3 0.45% Increased
428
PCM
Proxima Capital Management
New York
$37.9M -$13.5M 2 7.14% Reduced
429
Capital International Sarl
Capital International Sarl
California
$37.8M -$545K 2 2.1% Reduced
430
DVM
Dreman Value Management
Florida
$37.8M +$5.1M 7 2.92% Increased
431
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$37.8M -$14.7M 7 0.71% Reduced
432
Cohen & Steers
Cohen & Steers
New York
$37.7M -$22.5M 3 0.11% Reduced
433
TA
Tiptree Advisors
New York
$37.5M -$10.2M 2 9.87% Reduced
434
Meyer Handelman Company
Meyer Handelman Company
New York
$37.4M +$632K 2 1.79% Increased
435
Brookfield Corp
Brookfield Corp
Ontario, Canada
$37.2M +$875K 3 0.16% Increased
436
KCM
Knighthead Capital Management
New York
$37M +$2.63M 1 3.92% Increased
437
Oaktree Capital Management
Oaktree Capital Management
California
$37M -$125M 1 0.7% Reduced
438
SM
Stratton Management
Pennsylvania
$36.9M +$781K 3 1.7% Increased
439
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$36.9M +$2.48M 7 0.98% Increased
440
Royal London Asset Management
Royal London Asset Management
United Kingdom
$36.5M +$11.7M 4 0.85% Increased
441
RO
Reservoir Operations
New York
$36.1M $0 2 13.94% Maintained
442
SCM
Stevens Capital Management
Pennsylvania
$36M +$876K 10 0.97% Increased
443
RCA
Restructuring Capital Associates
Connecticut
$35.8M +$4.09M 2 18.69% Increased
444
DJSG
D.J. St. Germain
Massachusetts
$35.8M -$135K 2 5.48% Reduced
445
Kennedy Capital Management
Kennedy Capital Management
Missouri
$35.6M -$5.28M 3 0.67% Reduced
446
ARGA Investment Management
ARGA Investment Management
Connecticut
$35.5M -$39 1 10.71% Reduced
447
SAM
Steinberg Asset Management
New York
$35.4M +$2.92M 1 2.09% Increased
448
BPCM
Beach Point Capital Management
California
$35.2M -$5.25M 1 7.38% Reduced
449
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$34.5M +$9.13M 9 0.55% Increased
450
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$34.4M +$2.25M 7 0.9% Increased