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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
176
SCM
Snow Capital Management
Pennsylvania
$164M +$45.5M 4 5.68% Increased
177
Cambiar Investors
Cambiar Investors
Colorado
$162M +$735K 1 2.27% Increased
178
WCM Investment Management
WCM Investment Management
California
$162M +$46.5M 1 4.04% Increased
179
Korea Investment Corp
Korea Investment Corp
South Korea
$160M +$26.6M 7 1.33% Increased
180
Comerica Bank
Comerica Bank
Texas
$156M +$7.51M 17 1.32% Increased
181
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$154M +$1.07M 11 0.79% Increased
182
BM
Bridger Management
New York
$153M +$16.7M 2 10.75% Increased
183
Credit Agricole
Credit Agricole
France
$152M -$26.6M 10 0.64% Reduced
184
HI
Honeywell International
North Carolina
$151M -$25.8M 6 3.46% Reduced
185
Canada Life
Canada Life
Manitoba, Canada
$150M +$5.88M 15 0.49% Increased
186
Munder Capital Management
Munder Capital Management
Michigan
$150M +$22M 7 1.07% Increased
187
GGHC
Gilder Gagnon Howe & Co
New York
$148M -$10.5M 3 1.97% Reduced
188
Foresters Investment Management
Foresters Investment Management
New York
$147M +$20.2M 6 3.02% Increased
189
RCM
Roystone Capital Management
New York
$147M +$24.3M 1 5.73% Increased
190
WCMNY
Westchester Capital Management (New York)
New York
$146M +$10M 2 1.86% Increased
191
H
Hexavest
Quebec, Canada
$146M +$2.95M 6 2.18% Increased
192
Royce & Associates
Royce & Associates
New York
$145M +$3.53M 5 0.43% Increased
193
Pentwater Capital Management
Pentwater Capital Management
Florida
$144M +$48.4M 2 1.53% Increased
194
Raymond James & Associates
Raymond James & Associates
Florida
$144M +$16.6M 13 0.89% Increased
195
Stockbridge Partners
Stockbridge Partners
Massachusetts
$141M -$1.68M 1 8.16% Reduced
196
Third Point
Third Point
New York
$140M +$50.3M 1 1.73% Increased
197
SIM
Stelliam Investment Management
New York
$140M +$20.6M 2 3.74% Increased
198
Scout Investments
Scout Investments
Missouri
$138M +$4.52M 3 1.6% Increased
199
Prudential plc
Prudential plc
United Kingdom
$135M +$18.4M 3 0.56% Increased
200
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$135M +$1.35M 5 0.75% Increased