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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
IIM
Ivory Investment Management
New York
$24.3M +$23.2M 1 0.84% New
452
Nomura Holdings
Nomura Holdings
Japan
$24.2M -$17.9M 13 0.08% Reduced
453
Rothschild & Co Asset Management US
Rothschild & Co Asset Management US
Connecticut
$24.1M +$1.67M 1 0.45% Increased
454
GPSPJS
General Pension Society PZU Joint Stock
Poland
$24.1M +$902K 1 17.02% Increased
455
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$24M -$175K 7 2.87% Reduced
456
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$24M +$1.58M 10 0.54% Increased
457
FP
Foundry Partners
Minnesota
$23.9M -$3.58M 4 2.36% Reduced
458
Scotia Capital
Scotia Capital
Ontario, Canada
$23.8M +$2.64M 11 0.52% Increased
459
Candriam SCA
Candriam SCA
Luxembourg
$23.7M +$17.4M 3 0.59% Increased
460
NRS
Neville Rodie & Shaw
New York
$23.7M +$554K 4 2.87% Increased
461
Churchill Management
Churchill Management
California
$23.2M +$21.5M 2 1.63% New
462
Davis Selected Advisers
Davis Selected Advisers
Arizona
$22.9M +$13.6M 2 0.1% Increased
463
MC
Martin Currie
United Kingdom
$22.8M +$5.06M 3 2.17% Increased
464
CPS
Counsel Portfolio Services
Ontario, Canada
$22.8M +$9.69M 2 2.99% Increased
465
NBC
Neuberger Berman Canada
Ontario, Canada
$22.8M +$7.16M 3 8.37% Increased
466
DL
Delta Lloyd
Netherlands
$22.7M +$12M 3 0.75% Increased
467
Perkins Investment Management
Perkins Investment Management
Illinois
$22.7M +$986K 1 0.34% Increased
468
Los Angeles Capital Management
Los Angeles Capital Management
California
$22.5M -$10.3M 7 0.2% Reduced
469
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$22.3M +$584K 1 2.53% Increased
470
ECM
Ensemble Capital Management
California
$22.2M +$3.71M 1 6.61% Increased
471
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$22.2M -$2.43M 8 0.17% Reduced
472
ECM
Estabrook Capital Management
New York
$22.2M -$439K 4 3.28% Reduced
473
Loews Corp
Loews Corp
New York
$22M +$2.41M 5 0.18% Increased
474
SM
Seminole Management
New York
$21.7M -$5.82M 1 1.74% Reduced
475
TAM
Third Avenue Management
New York
$21.6M -$23.2M 1 0.83% Reduced