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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
601
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$69.7M +$22.5M 16 0.59% Increased
602
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$69.5M +$37.8M 14 1.38% Increased
603
KI
KTF Investments
California
$69.4M +$1.34M 1 7.01% Increased
604
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$69.4M -$4.22M 3 1.35% Reduced
605
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$68.7M -$1.72M 15 1.32% Reduced
606
MGO One Seven
MGO One Seven
Ohio
$68.4M +$15.6M 10 1.13% Increased
607
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$68.1M -$81.5M 7 1.09% Reduced
608
Summit Financial
Summit Financial
New Jersey
$68M +$6.14M 12 0.75% Increased
609
Chilton Investment Company
Chilton Investment Company
Connecticut
$67.8M +$11.2M 2 1.63% Increased
610
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$67.6M +$3.45M 13 1.58% Increased
611
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$67.5M -$613K 1 0.78% Reduced
612
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$67.2M -$4.64M 7 0.49% Reduced
613
DCM
DME Capital Management
New York
$67.2M +$37M 1 1.72% Increased
614
CastleKnight Management
CastleKnight Management
New York
$67.1M +$53.5M 4 0.91% Increased
615
AIA Group
AIA Group
Hong Kong
$67.1M +$2.27M 5 0.84% Increased
616
Caprock Group
Caprock Group
Idaho
$66.8M +$3.98M 15 1.28% Increased
617
Waverly Advisors
Waverly Advisors
Alabama
$66.7M -$3.32M 11 0.39% Reduced
618
KI
Keystone Investors
Singapore
$66.3M +$55.3M 2 3.55% New
619
SignatureFD
SignatureFD
Georgia
$66.2M +$1.87M 30 0.88% Increased
620
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$66M +$7.49M 7 2.05% Increased
621
CA
Cornerstone Advisors
North Carolina
$65.9M +$12M 2 2.17% Increased
622
Davenport & Co
Davenport & Co
Virginia
$65.8M -$738K 9 0.32% Reduced
623
Brookstone Capital Management
Brookstone Capital Management
Illinois
$65.7M -$13.5M 8 0.66% Reduced
624
CCME
CIBC Capital Markets (Europe)
Luxembourg
$65.5M +$62M 1 8.8% New
625
Frontier Capital Management
Frontier Capital Management
Massachusetts
$64.6M +$34.1M 3 0.6% Increased