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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
JPCCM
J&P (China) Capital Management
China
$216M -$7.31M 1 60.39% Reduced
127
Guggenheim Capital
Guggenheim Capital
Illinois
$214M -$14.2M 18 0.68% Reduced
128
Citigroup
Citigroup
New York
$211M -$117M 26 0.24% Reduced
129
Adage Capital Partners
Adage Capital Partners
Massachusetts
$210M +$16.2M 6 0.57% Increased
130
Victory Capital Management
Victory Capital Management
Texas
$203M -$27.1M 12 0.84% Reduced
131
TCM
Tran Capital Management
California
$202M +$8.63M 1 6.13% Increased
132
LCS
Levin Capital Strategies
New York
$201M -$42.1M 5 3.64% Reduced
133
Douglas Lane & Associates
Douglas Lane & Associates
New York
$201M +$187M 4 5.5% New
134
Select Equity Group
Select Equity Group
New York
$200M -$9.46M 1 1.68% Reduced
135
Boston Partners
Boston Partners
Massachusetts
$199M +$39.1M 4 0.29% Increased
136
Hamlin Capital Management
Hamlin Capital Management
New York
$196M -$4.16M 3 9.91% Reduced
137
MTB
Mizuho Trust & Banking
Japan
$195M +$8.11M 4 0.62% Increased
138
Appaloosa LP
Appaloosa LP
New Jersey
$192M +$180M 2 3.4% New
139
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$191M +$37.1M 2 11.21% Increased
140
BRC
Blue Ridge Capital
New York
$188M -$66.4M 1 2.29% Reduced
141
VIP
Vantage Investment Partners
Missouri
$187M +$45.3M 2 22.11% Increased
142
Calamos Advisors
Calamos Advisors
Illinois
$184M +$7.12M 7 1.22% Increased
143
Bessemer Group
Bessemer Group
New Jersey
$183M -$15.1M 14 1.04% Reduced
144
NIMC
NWQ Investment Management Company
California
$181M -$7.43M 3 2.83% Reduced
145
Korea Investment Corp
Korea Investment Corp
South Korea
$181M +$28M 7 1.32% Increased
146
Nordea Investment Management
Nordea Investment Management
Sweden
$179M +$5.96M 6 0.54% Increased
147
OP
Oldfield Partners
United Kingdom
$178M -$4.85M 1 14.94% Reduced
148
Eaton Vance Management
Eaton Vance Management
Massachusetts
$178M -$947K 7 0.55% Reduced
149
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$178M -$367M 6 0.75% Reduced
150
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$178M +$58.9M 8 0.48% Increased