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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
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$189M +$20.8M 17 0.78% Increased
152
American Securities
American Securities
New York
$187M $0 1 78.88% Maintained
153
IAM
Iridian Asset Management
Connecticut
$186M -$44M 1 2.37% Reduced
154
Envestnet Asset Management
Envestnet Asset Management
Illinois
$178M +$30.8M 19 0.24% Increased
155
Cambiar Investors
Cambiar Investors
Colorado
$176M -$30.3M 2 4.19% Reduced
156
MIHAS
Maj Invest Holding A/S
Denmark
$167M -$26.6M 1 7.55% Reduced
157
Silvercrest Asset Management
Silvercrest Asset Management
New York
$166M -$264K 8 1.64% Reduced
158
Korea Investment Corp
Korea Investment Corp
South Korea
$162M +$20.1M 8 0.73% Increased
159
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$160M +$17.8M 3 2.2% Increased
160
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$158M -$83M 7 0.59% Reduced
161
GGHC
Gilder Gagnon Howe & Co
New York
$155M -$5.86M 2 1.65% Reduced
162
SCA
Southpoint Capital Advisors
New York
$155M +$154M 1 6.56% New
163
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$153M +$4.35M 3 4.84% Increased
164
NSLI
Nan Shan Life Insurance
Taiwan
$151M -$116M 5 2.97% Reduced
165
SIG
Senator Investment Group
New York
$149M +$28.8M 1 3.36% Increased
166
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$144M +$17.4M 11 1.77% Increased
167
WP
Warburg Pincus
New York
$142M $0 1 4.95% Maintained
168
Natixis Advisors
Natixis Advisors
Massachusetts
$138M +$11.3M 13 1.21% Increased
169
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$137M -$14.6M 6 1.93% Reduced
170
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$136M +$2.11M 8 0.87% Increased
171
Confluence Investment Management
Confluence Investment Management
Missouri
$135M +$3.01M 3 2.29% Increased
172
Fred Alger Management
Fred Alger Management
New York
$134M +$20.5M 5 0.54% Increased
173
Royal London Asset Management
Royal London Asset Management
United Kingdom
$134M -$1.02M 8 1.05% Reduced
174
Glenmede Trust
Glenmede Trust
Pennsylvania
$133M -$17.6M 19 0.6% Reduced
175
Chevy Chase Trust
Chevy Chase Trust
Maryland
$133M +$460K 6 0.55% Increased