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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
201
Stockbridge Partners
Stockbridge Partners
Massachusetts
$142M -$12.6M 1 6.71% Reduced
202
Baird Financial Group
Baird Financial Group
Wisconsin
$142M +$24.1M 12 1.15% Increased
203
MP
Manikay Partners
New York
$141M -$31.1M 1 9.38% Reduced
204
DS
Dalal Street
Texas
$141M +$10.3M 1 36.31% Increased
205
SSM
Sound Shore Management
Connecticut
$140M +$8.23M 1 2.33% Increased
206
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$140M -$31.9M 1 2.4% Reduced
207
Numeric Investors
Numeric Investors
Massachusetts
$140M +$52.9M 10 1.27% Increased
208
ALPS Advisors
ALPS Advisors
Colorado
$140M +$29M 6 0.96% Increased
209
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$140M +$10.4M 2 1.9% Increased
210
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$139M -$16.9M 1 6.38% Reduced
211
DZ Bank
DZ Bank
Germany
$137M -$10.8M 11 0.62% Reduced
212
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$136M +$21.4M 11 1.65% Increased
213
SA
SQ Advisors
Florida
$136M +$16.2M 1 5.18% Increased
214
USSCPF
United States Steel & Carnegie Pension Fund
New York
$134M -$9.66M 2 4.19% Reduced
215
Glenmede Trust
Glenmede Trust
Pennsylvania
$134M +$3.47M 17 0.64% Increased
216
Artemis Investment Management
Artemis Investment Management
United Kingdom
$132M -$54.5M 1 3.55% Reduced
217
BWA
Brave Warrior Advisors
New York
$129M -$1.07M 1 6.15% Reduced
218
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$128M +$18M 10 1.9% Increased
219
Natixis Advisors
Natixis Advisors
Massachusetts
$127M +$12.4M 11 1.41% Increased
220
SCCM
Schafer Cullen Capital Management
New York
$125M +$1.88M 5 1.6% Increased
221
Natixis
Natixis
France
$123M -$46.6M 5 1.54% Reduced
222
TPCM
Tide Point Capital Management
Connecticut
$123M +$101M 3 7.21% Increased
223
SEI Investments
SEI Investments
Pennsylvania
$122M -$14.5M 20 0.54% Reduced
224
Glenview Capital Management
Glenview Capital Management
New York
$122M -$15.5M 1 0.81% Reduced
225
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$122M +$13.3M 5 0.67% Increased