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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
IAM
Iridian Asset Management
Connecticut
$129M +$3.01M 1 2.01% Increased
177
VanEck Associates
VanEck Associates
New York
$128M +$8.92M 7 0.6% Increased
178
Baird Financial Group
Baird Financial Group
Wisconsin
$126M +$2.74M 12 0.5% Increased
179
KBC Group
KBC Group
Belgium
$126M +$15.3M 11 0.92% Increased
180
Jefferies Group
Jefferies Group
New York
$122M +$13.9M 15 0.95% Increased
181
NSLI
Nan Shan Life Insurance
Taiwan
$121M -$13.6M 5 3.34% Reduced
182
Chevy Chase Trust
Chevy Chase Trust
Maryland
$121M -$6.59M 5 0.49% Reduced
183
Glenmede Trust
Glenmede Trust
Pennsylvania
$120M -$25.3M 20 0.55% Reduced
184
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$120M -$736K 1 2.05% Reduced
185
Royal London Asset Management
Royal London Asset Management
United Kingdom
$120M +$73.9M 8 0.91% Increased
186
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$120M +$12.1M 1 4.58% Increased
187
PointState Capital
PointState Capital
New York
$119M -$66.5M 2 3.43% Reduced
188
LPL Financial
LPL Financial
California
$116M +$4.91M 18 0.24% Increased
189
MAM
Melqart Asset Management
United Kingdom
$115M -$46.8M 1 10.41% Reduced
190
GGHC
Gilder Gagnon Howe & Co
New York
$114M -$2.7M 1 1.31% Reduced
191
SCM
Scopia Capital Management
New York
$114M +$14.9M 1 6.64% Increased
192
DS
Dalal Street
Texas
$113M -$55M 1 43.4% Reduced
193
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$113M -$15M 9 0.7% Reduced
194
ALPS Advisors
ALPS Advisors
Colorado
$112M -$4.75M 9 0.87% Reduced
195
Westfield Capital Management
Westfield Capital Management
Massachusetts
$111M -$17.5M 4 0.89% Reduced
196
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111M +$1.34M 9 1.62% Increased
197
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$108M +$26.6M 9 0.28% Increased
198
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$107M -$1.48M 1 5.39% Reduced
199
M&T Bank
M&T Bank
New York
$107M -$4.62M 12 0.53% Reduced
200
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$106M +$29.9M 9 0.71% Increased