← All themes

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
Los Angeles Capital Management
Los Angeles Capital Management
California
$42.4M -$6.74M 8 0.39% Reduced
427
BCM
BBT Capital Management
Texas
$42.3M -$5.63M 3 4.31% Reduced
428
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$42.2M +$793K 4 1.74% Increased
429
Deltec Asset Management
Deltec Asset Management
New York
$42.2M -$11.7M 5 9.19% Reduced
430
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$42.1M +$11.1M 1 2.79% Increased
431
ICAP
Independence Capital Asset Partners
Colorado
$41.4M +$28.7M 2 6.45% Increased
432
PIM
Profit Investment Management
Maryland
$41.1M +$8.75M 1 2.21% Increased
433
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$40.9M +$1.11M 4 0.92% Increased
434
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$40.3M -$16.5M 5 0.55% Reduced
435
TB
Terril Brothers
Missouri
$40.3M +$3.77M 2 13.12% Increased
436
IP
Interval Partners
New York
$40.2M +$10.1M 2 5.04% Increased
437
Estabrook Capital Management
Estabrook Capital Management
New York
$39.9M -$1.27M 4 4.66% Reduced
438
ING Group
ING Group
Netherlands
$39.8M +$33.5M 3 0.2% Increased
439
OAM
Oxford Asset Management
United Kingdom
$39.4M -$11.6M 5 1% Reduced
440
DCM
Dupont Capital Management
Delaware
$39.2M -$3.29M 5 0.77% Reduced
441
Argent Capital Management
Argent Capital Management
Missouri
$39.1M +$37M 1 1.77% New
442
Hermes Investment Management
Hermes Investment Management
United Kingdom
$39.1M +$1.07M 3 0.91% Increased
443
MC
Muhlenkamp & Co
Pennsylvania
$39M +$8.28M 3 8.22% Increased
444
Causeway Capital Management
Causeway Capital Management
California
$38.8M -$4.52M 1 1.01% Reduced
445
TA
Tiptree Advisors
New York
$38.6M $0 1 5.33% Maintained
446
AG
Artal Group
Luxembourg
$38.5M +$6.22M 3 1.78% Increased
447
Oaktree Capital Management
Oaktree Capital Management
California
$38.4M -$17.9M 1 0.41% Reduced
448
CP
Covalent Partners
Massachusetts
$38.4M -$14.6M 2 7.81% Reduced
449
B
BP
United Kingdom
$38.3M +$2.73M 4 1.22% Increased
450
Impax Asset Management (UK)
Impax Asset Management (UK)
United Kingdom
$38M -$1.8M 2 2.51% Reduced