← All themes

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
176
OP
Oldfield Partners
United Kingdom
$119M +$113M 1 7.71% New
177
Fisher Asset Management
Fisher Asset Management
Washington
$119M +$126M 6 0.31% New
178
CLM
ClearBridge LLC (Maryland)
Maryland
$118M +$109M 1 2.12% New
179
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$118M +$110M 5 0.79% New
180
RIM
Rainier Investment Management
Washington
$116M +$111M 2 1.05% New
181
Highbridge Capital Management
Highbridge Capital Management
New York
$116M +$111M 4 1.15% New
182
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$114M +$107M 6 0.99% New
183
First Trust Advisors
First Trust Advisors
Illinois
$113M +$108M 15 0.74% New
184
TCW Group
TCW Group
California
$112M +$101M 6 0.55% New
185
SA
Smithwood Advisers
California
$110M +$98.8M 4 4.48% New
186
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$110M +$101M 11 0.49% New
187
Eaton Vance Management
Eaton Vance Management
Massachusetts
$110M +$106M 7 0.33% New
188
MAM
Marketfield Asset Management
New York
$110M +$102M 1 1.84% New
189
CI Investments Inc
CI Investments Inc
Ontario, Canada
$108M +$103M 4 1.18% New
190
Disciplined Growth Investors
Disciplined Growth Investors
Minnesota
$107M +$103M 1 3.47% New
191
TI
Turner Investments
Pennsylvania
$105M +$99.8M 9 1.42% New
192
ASA
Armstrong Shaw Associates
Connecticut
$103M +$96.6M 2 4.29% New
193
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$102M +$97.7M 2 3.36% New
194
Munder Capital Management
Munder Capital Management
Michigan
$101M +$96.8M 3 0.86% New
195
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$100M +$93.6M 7 0.83% New
196
GGHC
Gilder Gagnon Howe & Co
New York
$99.8M +$70M 1 1.88% New
197
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$99.6M +$95.1M 16 0.07% New
198
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$99.3M +$93.7M 2 1.63% New
199
AIM
Assured Investment Management
New York
$97.8M +$93M 1 4.05% New
200
Stockbridge Partners
Stockbridge Partners
Massachusetts
$96.7M +$94.7M 1 8.3% New