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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
501
GAMCO Investors
GAMCO Investors
Connecticut
$23.6M +$7.36M 8 0.15% Increased
502
SC
Spitfire Capital
California
$23.5M $0 1 10.65% Maintained
503
IFP Advisors
IFP Advisors
Florida
$23.5M +$2.27M 21 1.13% Increased
504
Shelton Capital Management
Shelton Capital Management
Colorado
$23.3M +$450K 10 1.78% Increased
505
FFIM
Founders Fund IV Management
California
$23.2M +$21.4M 1 100% New
506
HC
Hourglass Capital
Texas
$23.2M +$2.15M 3 5.74% Increased
507
PCM
Palouse Capital Management
Washington
$23M -$1.26M 6 9.42% Reduced
508
AWCI
Alpine Woods Capital Investors
New York
$23M +$998K 2 1.27% Increased
509
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$22.9M -$348K 8 0.17% Reduced
510
AIM
Avity Investment Management
Connecticut
$22.8M +$380K 1 3.43% Increased
511
TWI
Thomas White International
Illinois
$22.8M -$652K 3 3.39% Reduced
512
CEP
Chicago Equity Partners
Illinois
$22.8M +$1.46M 5 0.61% Increased
513
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$22.7M -$196K 5 3.22% Reduced
514
SCM
Sanoor Capital Management
Connecticut
$22.7M +$20.7M 2 18.09% New
515
Squarepoint
Squarepoint
New York
$22.5M +$17.2M 10 0.92% Increased
516
TB
Terril Brothers
Missouri
$22.5M +$22.6M 1 7.84% Increased
517
HM Payson & Co
HM Payson & Co
Maine
$22.5M +$1.12M 3 1.07% Increased
518
ECM
Ensemble Capital Management
California
$22.4M -$14.3K 1 5.53% Reduced
519
CAM
ClariVest Asset Management
California
$22.3M -$653K 6 0.6% Reduced
520
Driehaus Capital Management
Driehaus Capital Management
Illinois
$22.3M +$1.84M 3 0.79% Increased
521
RCM
Raging Capital Management
New Jersey
$22.3M -$18.1M 1 1.66% Reduced
522
Stephens Inc
Stephens Inc
Arkansas
$22.2M +$617K 10 0.9% Increased
523
BOK Financial
BOK Financial
Oklahoma
$22.1M -$63.7K 9 0.73% Reduced
524
HS
HighVista Strategies
Massachusetts
$22M +$14.2M 3 4.32% Increased
525
Simplex Trading
Simplex Trading
Illinois
$22M +$13.1M 13 1.31% Increased