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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
WBC
Westpac Banking Corp
Australia
$35.9M -$40.6M 8 0.79% Reduced
427
Natixis
Natixis
France
$35.8M -$89.5M 2 0.41% Reduced
428
Commerce Bank
Commerce Bank
Missouri
$35.6M +$1.1M 11 0.5% Increased
429
SGAM
Smith Group Asset Management
Texas
$35.1M +$28.8M 6 1.08% Increased
430
HCM
Hitchwood Capital Management
New York
$35.1M +$33.4M 1 1.44% New
431
Clark Capital Management Group
Clark Capital Management Group
Pennsylvania
$35M +$783K 2 1.36% Increased
432
CAM
ClariVest Asset Management
California
$34.8M +$9.86M 8 0.84% Increased
433
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$34.8M +$4.84M 1 1.81% Increased
434
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$34.8M +$36.6M 2 0.39% Increased
435
SBCM
Schwerin Boyle Capital Management
Massachusetts
$34.8M +$214K 1 4.08% Increased
436
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$34.5M -$3.02M 4 1.16% Reduced
437
TCM
Tetrem Capital Management
Manitoba, Canada
$34.5M -$11.6M 1 1.51% Reduced
438
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$34.4M -$2.99M 7 0.84% Reduced
439
NBC
Neuberger Berman Canada
Ontario, Canada
$34.4M +$10.7M 3 6.41% Increased
440
SL
Summitry LLC
California
$33.9M +$655K 1 3.22% Increased
441
WAM
World Asset Management
Michigan
$33.5M -$1.79M 14 1.15% Reduced
442
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$32.8M +$26.4M 6 0.9% Increased
443
RCM
Redwood Capital Management
New York
$32.6M -$835K 3 3.51% Reduced
444
Tocqueville Asset Management
Tocqueville Asset Management
New York
$32.6M +$92K 6 0.39% Increased
445
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$32.6M +$19.1M 7 0.26% Increased
446
Advisor Group
Advisor Group
Arizona
$32.6M +$1.18M 22 0.57% Increased
447
Banco Santander
Banco Santander
Spain
$32.4M +$31.2M 3 0.64% New
448
William Blair Investment Management
William Blair Investment Management
Illinois
$32.4M -$25.4M 3 0.12% Reduced
449
Park National Corp
Park National Corp
Ohio
$32M +$2.96M 4 1.9% Increased
450
C
Consulta
United Kingdom
$32M -$10.3M 1 3.9% Reduced