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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
126
Frontier Capital Management
Frontier Capital Management
Massachusetts
$276M -$35.2M 4 1.99% Reduced
127
Guggenheim Capital
Guggenheim Capital
Illinois
$275M +$7.2M 18 0.65% Increased
128
First Trust Advisors
First Trust Advisors
Illinois
$275M -$14.1M 16 0.81% Reduced
129
Marsico Capital Management
Marsico Capital Management
Colorado
$269M +$24M 3 2.27% Increased
130
Capital Guardian Trust
Capital Guardian Trust
California
$267M -$37.9M 9 1.98% Reduced
131
Glenview Capital Management
Glenview Capital Management
New York
$267M -$17.5M 2 1.22% Reduced
132
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$267M +$16M 10 0.92% Increased
133
Brandes Investment Partners
Brandes Investment Partners
California
$264M +$32.2M 3 3.63% Increased
134
NIMC
NWQ Investment Management Company
California
$262M -$19M 2 3.27% Reduced
135
WCM Investment Management
WCM Investment Management
California
$261M +$32.8M 1 5.29% Increased
136
SG Americas Securities
SG Americas Securities
New York
$261M -$77.4M 14 1.55% Reduced
137
OP
Oldfield Partners
United Kingdom
$256M +$7.84M 1 15.69% Increased
138
Raymond James & Associates
Raymond James & Associates
Florida
$255M +$46.2M 15 1.12% Increased
139
ABC
Anchor Bolt Capital
Illinois
$253M +$106M 4 10.32% Increased
140
Westfield Capital Management
Westfield Capital Management
Massachusetts
$247M -$112M 3 1.42% Reduced
141
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$246M -$23.4M 12 0.84% Reduced
142
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$245M -$93.4M 3 14.78% Reduced
143
CCI
Columbus Circle Investors
$245M -$2.16M 1 1.66% Reduced
144
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$242M +$4.75M 9 1.29% Increased
145
Eaton Vance Management
Eaton Vance Management
Massachusetts
$242M -$42.6M 6 0.73% Reduced
146
CI Investments Inc
CI Investments Inc
Ontario, Canada
$240M -$118M 4 2.53% Reduced
147
BlackRock Japan
BlackRock Japan
Japan
$239M -$17.8M 10 0.95% Reduced
148
MVP
Miller Value Partners
Florida
$236M -$11.4M 3 8.24% Reduced
149
FC
Fairpointe Capital
Illinois
$232M -$19.8M 2 3.06% Reduced
150
STRS Ohio
STRS Ohio
Ohio
$232M +$14.8M 10 1.02% Increased