← All themes

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
226
Millennium Management
Millennium Management
New York
$115M -$60.6M 15 0.36% Reduced
227
BM
Bridger Management
New York
$114M -$5.86M 2 8% Reduced
228
Eagle Asset Management
Eagle Asset Management
Florida
$113M +$18.3M 3 0.64% Increased
229
Davenport & Co
Davenport & Co
Virginia
$112M +$3.43M 5 2.1% Increased
230
SCM
Snow Capital Management
Pennsylvania
$112M -$5.29M 3 4.55% Reduced
231
EPCM
Eton Park Capital Management
New York
$112M +$104M 1 2.09% New
232
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$112M +$2.91M 12 0.79% Increased
233
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$111M -$19.7M 8 0.34% Reduced
234
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$111M +$21.4M 10 0.68% Increased
235
C
Consulta
United Kingdom
$110M +$48.3M 1 15.92% Increased
236
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$109M -$2.85M 8 0.86% Reduced
237
William Blair & Company
William Blair & Company
Illinois
$109M -$850K 9 0.18% Reduced
238
US Bancorp
US Bancorp
Minnesota
$108M +$410K 18 0.44% Increased
239
Samlyn Capital
Samlyn Capital
New York
$108M +$5.97M 3 2.7% Increased
240
Stockbridge Partners
Stockbridge Partners
Massachusetts
$107M $0 1 7.63% Maintained
241
LM
Lasry Marc
$105M +$30.1M 2 8.03% Increased
242
HAM
HHR Asset Management
New Jersey
$105M +$25.6M 1 4.24% Increased
243
Aviva
Aviva
United Kingdom
$104M +$2.17M 7 0.87% Increased
244
PGGM Investments
PGGM Investments
Netherlands
$103M -$668K 3 0.57% Reduced
245
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$103M -$5.28M 2 1.51% Reduced
246
Wasatch Advisors
Wasatch Advisors
Utah
$103M +$12.5M 3 1.01% Increased
247
Coatue Management
Coatue Management
New York
$103M -$4.86M 1 1% Reduced
248
SAC Capital Advisors
SAC Capital Advisors
Connecticut
$102M -$96.5M 14 0.59% Reduced
249
Raymond James & Associates
Raymond James & Associates
Florida
$101M +$6.64M 12 0.76% Increased
250
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$101M -$52.8M 7 0.54% Reduced