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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
DAM
Deltec Asset Management
New York
$35.5M +$9.56M 4 7.96% Increased
427
GAMCO Investors
GAMCO Investors
Connecticut
$35.4M -$3.9M 7 0.19% Reduced
428
Meyer Handelman Company
Meyer Handelman Company
New York
$35M +$1.58M 2 1.63% Increased
429
VCM
Vision Capital Management
Oregon
$34.9M -$50K 2 4.35% Reduced
430
KCM
Knighthead Capital Management
New York
$34.4M $0 1 5.12% Maintained
431
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$34.3M +$6.23M 11 0.71% Increased
432
SM
Stratton Management
Pennsylvania
$34.3M -$2.6M 3 1.55% Reduced
433
PM
Pembroke Management
Quebec, Canada
$34.2M +$3.83M 1 2.54% Increased
434
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$34.2M +$379K 4 1.72% Increased
435
AC
Ascend Capital
California
$34.1M +$38.1M 2 1.01% New
436
Sculptor Capital
Sculptor Capital
New York
$34M +$14.4M 5 0.1% Increased
437
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$33.9M +$34.8M 6 1.14% Increased
438
RCM
Riverhead Capital Management
Delaware
$33.8M -$1.88M 9 0.58% Reduced
439
Pinnacle Associates
Pinnacle Associates
New York
$33.8M +$325K 6 0.69% Increased
440
NAM
NorthCoast Asset Management
Connecticut
$33.5M +$36.5M 3 1.65% New
441
Hermes Investment Management
Hermes Investment Management
United Kingdom
$33M +$9.65M 3 0.85% Increased
442
CAM
Capstone Asset Management
Texas
$32.8M +$411K 12 1.11% Increased
443
DJSG
D.J. St. Germain
Massachusetts
$32.8M -$46.9K 2 4.94% Reduced
444
TCM
Tetrem Capital Management
Manitoba, Canada
$32.8M +$82.9K 1 0.87% Increased
445
TSAM
Trinity Street Asset Management
United Kingdom
$32.8M +$6.09M 1 7.87% Increased
446
DVM
Dreman Value Management
Florida
$32.4M +$646K 8 2.63% Increased
447
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$32.3M -$3.92M 7 0.48% Reduced
448
BA
Boston Advisors
Massachusetts
$32M -$2.48M 4 1.36% Reduced
449
VanEck Associates
VanEck Associates
New York
$31.9M -$2.25M 4 0.17% Reduced
450
GKFF
George Kaiser Family Foundation
Oklahoma
$31.9M $0 1 5.45% Maintained