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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
1301
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$13.9M -$335K 6 0.4% Reduced
1302
AO
Allen Operations
New York
$13.9M $0 1 1.93% Maintained
1303
Old West Investment Management
Old West Investment Management
California
$13.9M +$12.5M 3 1.47% Increased
1304
Neville Rodie & Shaw
Neville Rodie & Shaw
New York
$13.8M -$668K 4 0.89% Reduced
1305
111 Capital
111 Capital
France
$13.8M +$4.56M 5 2.36% Increased
1306
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$13.8M -$745K 2 0.2% Reduced
1307
Baader Bank Aktiengesellschaft
Baader Bank Aktiengesellschaft
Germany
$13.8M +$7.14M 7 1.04% Increased
1308
Coleford Investment Management
Coleford Investment Management
Canada
$13.7M +$6.53M 1 2.99% Increased
1309
BW Gestao de Investimentos
BW Gestao de Investimentos
Brazil
$13.7M -$13.7M 4 0.27% Reduced
1310
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$13.7M -$1.47M 5 0.44% Reduced
1311
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$13.7M -$2.22M 6 0.27% Reduced
1312
Matthew 25 Management Corp
Matthew 25 Management Corp
Pennsylvania
$13.7M $0 1 3.96% Maintained
1313
JT Stratford LLC
JT Stratford LLC
Georgia
$13.7M +$757K 2 1.5% Increased
1314
AXQ Capital
AXQ Capital
New Jersey
$13.6M -$83.2K 15 1.48% Reduced
1315
Circle Wealth Management
Circle Wealth Management
New Jersey
$13.6M +$1.93M 5 0.17% Increased
1316
Newbridge Financial Services Group
Newbridge Financial Services Group
Florida
$13.6M +$1.89M 22 1.68% Increased
1317
Webster Bank
Webster Bank
Connecticut
$13.6M +$1.39M 9 1.18% Increased
1318
Managed Asset Portfolios
Managed Asset Portfolios
Michigan
$13.5M +$72.6K 1 1.55% Increased
1319
Longitude (Cayman)
Longitude (Cayman)
Cayman Islands
$13.5M +$912K 2 4.29% Increased
1320
Means Investment Company
Means Investment Company
Maine
$13.5M +$674K 2 1.02% Increased
1321
Once Capital Management
Once Capital Management
New York
$13.5M $0 1 1.1% Maintained
1322
Cidel Asset Management
Cidel Asset Management
Ontario, Canada
$13.4M -$200K 4 0.65% Reduced
1323
Systematic Financial Management
Systematic Financial Management
New Jersey
$13.4M +$11.4M 3 0.27% Increased
1324
Broadleaf Partners
Broadleaf Partners
Ohio
$13.4M +$4.17M 1 2.6% Increased
1325
Middleton & Co
Middleton & Co
Massachusetts
$13.4M -$101K 3 1.43% Reduced