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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
451
SI
Standard Investments
New York
$36.1M +$3.99M 1 2.26% Increased
452
CAM
Capstone Asset Management
Texas
$35.9M -$8.82M 13 1.15% Reduced
453
GA
Glenhill Advisors
New York
$35.9M -$6.98M 2 2.92% Reduced
454
ARGA Investment Management
ARGA Investment Management
Connecticut
$35.7M -$3.02M 1 13.72% Reduced
455
PWPCM
Perella Weinberg Partners Capital Management
New York
$35.6M +$26.5M 4 2.67% Increased
456
PVH
Psagot Value Holdings
Israel
$35.5M +$9.04K 3 1.18% Increased
457
CCM
Chautauqua Capital Management
Colorado
$35.3M -$33.2M 2 12.14% Reduced
458
CCM
Cornerstone Capital Management
Minnesota
$35.3M +$11M 1 1.13% Increased
459
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$35.1M -$1.12M 7 0.87% Reduced
460
GKFF
George Kaiser Family Foundation
Oklahoma
$35M +$34.4M 1 5.68% New
461
BKBG
BHF Kleinwort Benson Group
Belgium
$34.9M +$3.48M 5 1.03% Increased
462
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$34.5M +$2.02M 3 1.39% Increased
463
DVM
Dreman Value Management
Florida
$34.1M -$4.94M 8 2.57% Reduced
464
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$33.9M +$2.71M 10 0.74% Increased
465
Evercore Wealth Management
Evercore Wealth Management
New York
$33.9M +$101K 10 1.75% Increased
466
OI
Oakbrook Investments
Illinois
$33.9M +$11.2M 6 1.03% Increased
467
Utah Retirement Systems
Utah Retirement Systems
Utah
$33.8M -$2.1M 6 0.97% Reduced
468
GMI
Greystone Managed Investments
Saskatchewan, Canada
$33.8M -$275K 1 0.61% Reduced
469
WIC
Willis Investment Counsel
Georgia
$33.8M +$4.67M 3 3.29% Increased
470
Huntington National Bank
Huntington National Bank
Ohio
$33.3M -$493K 5 0.66% Reduced
471
IAM
Impax Asset Management
New Hampshire
$33.3M -$12.7M 4 2.1% Reduced
472
Williams Jones & Associates
Williams Jones & Associates
New York
$33.3M -$24.1M 5 1.49% Reduced
473
PP
PDT Partners
New York
$32.9M -$13.9M 10 0.88% Reduced
474
Discovery Capital Management
Discovery Capital Management
Connecticut
$32.8M -$11.6M 1 0.31% Reduced
475
Cannell & Spears
Cannell & Spears
New York
$32.5M +$78.4K 2 3.84% Increased