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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
151
Frontier Capital Management
Frontier Capital Management
Massachusetts
$190M +$17.4M 5 1.57% Increased
152
Hamlin Capital Management
Hamlin Capital Management
New York
$187M +$4.47M 3 10.12% Increased
153
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$186M -$21.9K 13 1.35% Reduced
154
FC
Fairpointe Capital
Illinois
$186M -$37.4M 2 3.37% Reduced
155
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$186M -$5.25M 8 1.1% Reduced
156
Eaton Vance Management
Eaton Vance Management
Massachusetts
$185M -$69.1M 7 0.55% Reduced
157
Nordea Investment Management
Nordea Investment Management
Sweden
$185M +$2.32M 6 0.63% Increased
158
Dodge & Cox
Dodge & Cox
California
$184M -$32.7M 1 0.18% Reduced
159
CI Investments Inc
CI Investments Inc
Ontario, Canada
$183M -$28M 3 2.34% Reduced
160
Calamos Advisors
Calamos Advisors
Illinois
$183M -$3.1M 7 1.16% Reduced
161
Stifel Financial
Stifel Financial
Missouri
$182M +$4.74M 14 0.95% Increased
162
AL
AJO LP
Pennsylvania
$179M -$143M 6 0.78% Reduced
163
Janus Henderson Group
Janus Henderson Group
$178M +$21.2M 6 1.43% Increased
164
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$165M +$9.57M 7 0.71% Increased
165
GGHC
Gilder Gagnon Howe & Co
New York
$165M -$14.6M 2 2.65% Reduced
166
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$164M -$7.47M 9 0.34% Reduced
167
SEI Investments
SEI Investments
Pennsylvania
$163M +$45.1M 17 1% Increased
168
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$162M -$4.34M 10 2.07% Reduced
169
Stockbridge Partners
Stockbridge Partners
Massachusetts
$160M +$5.33M 1 8.85% Increased
170
Aviva
Aviva
United Kingdom
$158M +$17.2M 9 1.2% Increased
171
Boston Partners
Boston Partners
Massachusetts
$157M -$350M 4 0.22% Reduced
172
UBS O'Connor
UBS O'Connor
Illinois
$157M +$56.3M 1 1.39% Increased
173
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$157M -$57.3M 2 10.37% Reduced
174
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$156M -$20.6M 4 2.89% Reduced
175
Winton Group
Winton Group
United Kingdom
$155M +$85.3M 3 1.38% Increased