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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
Ruffer LLP
Ruffer LLP
United Kingdom
$123M +$34.8M 3 3.58% Increased
202
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$122M -$1.72M 11 0.76% Reduced
203
DS
Dalal Street
Texas
$121M -$7.33M 1 44.69% Reduced
204
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$120M -$25.3M 3 0.95% Reduced
205
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$119M +$113M 13 0.32% New
206
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$119M +$6.53M 11 0.29% Increased
207
Calamos Advisors
Calamos Advisors
Illinois
$119M +$29.4M 5 0.59% Increased
208
OPFM
Optimus Prime Fund Management
Cayman Islands
$117M $0 1 35.6% Maintained
209
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$113M +$26.3M 7 0.78% Increased
210
Acadian Asset Management
Acadian Asset Management
Massachusetts
$112M -$151M 10 0.51% Reduced
211
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$112M +$713K 18 2.49% Increased
212
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$112M -$3.14M 19 0.87% Reduced
213
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$108M -$98K 6 0.48% Reduced
214
TimesSquare Capital Management
TimesSquare Capital Management
New York
$108M +$6.12M 2 0.96% Increased
215
M&T Bank
M&T Bank
New York
$106M -$4.73M 12 0.5% Reduced
216
Pendal Group
Pendal Group
Australia
$105M +$13.9M 5 1.38% Increased
217
ProShare Advisors
ProShare Advisors
Maryland
$104M +$12M 12 0.48% Increased
218
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$103M -$1.6M 1 5.35% Reduced
219
CCM
Cantillon Capital Management
New York
$103M -$130M 1 0.95% Reduced
220
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$101M +$1.24M 9 0.84% Increased
221
TC
Towle & Co
Colorado
$100M -$5.76M 2 11.61% Reduced
222
ORIO
Old Republic International (ORI)
Illinois
$100M +$10.1M 2 2.5% Increased
223
Westfield Capital Management
Westfield Capital Management
Massachusetts
$99.6M -$31.6M 4 0.71% Reduced
224
Karpus Investment Management
Karpus Investment Management
New York
$99.5M +$9.92M 7 3.33% Increased
225
MAM
Melqart Asset Management
United Kingdom
$97.3M -$33.1M 1 8.16% Reduced