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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
SG Americas Securities
SG Americas Securities
New York
$111M +$46.2M 17 1.02% Increased
202
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$111M -$1.71M 1 5.69% Reduced
203
Hillhouse Investment Management
Hillhouse Investment Management
Cayman Islands
$109M +$151M 1 4.54% New
204
Aviva
Aviva
United Kingdom
$108M -$9.21M 8 0.72% Reduced
205
Royce & Associates
Royce & Associates
New York
$106M -$13.4M 7 0.89% Reduced
206
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$106M +$4.34M 2 0.72% Increased
207
ORIO
Old Republic International (ORI)
Illinois
$105M -$5.5M 2 2.82% Reduced
208
Baird Financial Group
Baird Financial Group
Wisconsin
$104M -$15.9M 12 0.61% Reduced
209
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$104M +$15.8M 3 1.22% Increased
210
BOI
Bank of Italy
Italy
$103M -$11.7M 1 5.25% Reduced
211
SCCM
Schafer Cullen Capital Management
New York
$103M -$1.64M 3 1.51% Reduced
212
SCM
Shapiro Capital Management
Georgia
$102M +$612K 1 2.39% Increased
213
TC
Towle & Co
Colorado
$101M +$684K 2 11.45% Increased
214
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$101M -$6.48M 10 0.6% Reduced
215
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$99.8M -$44.4M 3 0.33% Reduced
216
Nuveen
Nuveen
North Carolina
$98.8M +$43.4M 9 0.53% Increased
217
South Texas Money Management
South Texas Money Management
Texas
$98.2M +$6.33M 3 4.23% Increased
218
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$97.3M +$7.01M 7 3.08% Increased
219
NIMC
NWQ Investment Management Company
California
$97.1M -$1.12M 3 2.11% Reduced
220
KBC Group
KBC Group
Belgium
$97.1M +$5.55M 12 0.8% Increased
221
BCM
Bluefin Capital Management
New York
$96.6M +$78.9M 5 13.96% Increased
222
Eagle Asset Management
Eagle Asset Management
Florida
$94M +$33.4M 7 0.5% Increased
223
ACI
AMP Capital Investors
Australia
$92.1M +$5.82M 10 0.52% Increased
224
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$91.9M -$8.87M 12 0.59% Reduced
225
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$91.6M +$14.1M 9 0.45% Increased