← 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
501
SAM
Scopus Asset Management
New York
$28.5M +$7.14M 2 0.29% Increased
502
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$28.5M -$13.1M 2 2.47% Reduced
503
ECM
Ensemble Capital Management
California
$28.4M +$1.06M 1 5.96% Increased
504
DCM
Dupont Capital Management
Delaware
$28.3M +$392K 9 0.64% Increased
505
CFIC
City Financial Investment Company
United Kingdom
$28.3M $0 1 1.78% Maintained
506
Jefferies Financial Group
Jefferies Financial Group
New York
$28.1M +$5.02M 1 2.35% Increased
507
SGAM
Smith Group Asset Management
Texas
$28M -$7.28M 5 0.94% Reduced
508
NRS
Neville Rodie & Shaw
New York
$27.6M -$936K 4 3.08% Reduced
509
MC
Martin Currie
United Kingdom
$27.6M -$91.3K 2 2.12% Reduced
510
Harvest Fund Management
Harvest Fund Management
China
$27.4M +$3.5M 2 3.77% Increased
511
SCM
Segantii Capital Management
Hong Kong
$27.4M +$18M 3 10.69% Increased
512
PP
Paloma Partners
Connecticut
$27.3M +$14.4M 12 0.38% Increased
513
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$27.3M +$5.83M 9 0.5% Increased
514
SW
SVB Wealth
Massachusetts
$27.3M -$468K 6 1.05% Reduced
515
Hosking Partners
Hosking Partners
United Kingdom
$27.1M +$115K 1 0.71% Increased
516
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$27.1M -$3.13M 1 0.28% Reduced
517
Simplex Trading
Simplex Trading
Illinois
$27M +$9.21M 13 1.1% Increased
518
Wolverine Asset Management
Wolverine Asset Management
Illinois
$26.9M +$7.59M 6 0.3% Increased
519
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$26.6M -$1.01M 1 2.06% Reduced
520
NMC
Nine Masts Capital
Hong Kong
$26.5M -$11.7M 3 3.93% Reduced
521
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$26.4M +$81.4K 9 0.17% Increased
522
HCM
Huber Capital Management
California
$26.4M -$4.47M 1 1.45% Reduced
523
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$26.3M +$5.79M 3 3.57% Increased
524
ECAU
Everett Capital Advisors (UK)
United Kingdom
$26.2M +$2.23M 1 3.89% Increased
525
HIC
Harvey Investment Company
Kentucky
$26.1M +$429K 1 5.15% Increased