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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
226
CBOA
Commonwealth Bank of Australia
Australia
$108M +$12.5M 11 0.69% Increased
227
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$107M -$610K 5 0.32% Reduced
228
RCM
Roystone Capital Management
New York
$107M +$5.25M 1 5.95% Increased
229
QIM
Quantitative Investment Management
Virginia
$107M +$94.3M 7 5.09% Increased
230
Los Angeles Capital Management
Los Angeles Capital Management
California
$107M -$28.9M 8 1.16% Reduced
231
Rockefeller Financial Services
Rockefeller Financial Services
New York
$104M +$1.64M 6 2.26% Increased
232
SEI Trust Company
SEI Trust Company
Pennsylvania
$104M -$14.6M 9 1.03% Reduced
233
Lansdowne Partners Limited Partnership
Lansdowne Partners Limited Partnership
United Kingdom
$103M +$96.6M 1 0.87% Increased
234
Todd Asset Management
Todd Asset Management
Kentucky
$103M +$7.32M 3 2.98% Increased
235
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$103M +$258K 2 1.49% Increased
236
WCM Investment Management
WCM Investment Management
California
$103M +$3.9M 1 3.67% Increased
237
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$103M +$12M 9 1.35% Increased
238
TimesSquare Capital Management
TimesSquare Capital Management
New York
$102M -$14.7M 1 0.54% Reduced
239
TCW Group
TCW Group
California
$102M +$3.37M 5 0.42% Increased
240
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$102M +$5.03M 7 0.59% Increased
241
US Bancorp
US Bancorp
Minnesota
$102M -$5.39M 18 0.42% Reduced
242
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$101M -$7.9M 8 0.85% Reduced
243
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$101M -$21.1M 8 0.59% Reduced
244
CCI
Columbus Circle Investors
$99.9M -$215M 3 0.66% Reduced
245
Regions Financial Corp
Regions Financial Corp
Alabama
$99.4M +$42.1M 8 1.26% Increased
246
Westfield Capital Management
Westfield Capital Management
Massachusetts
$98.9M +$1.02M 2 0.59% Increased
247
SA
Smithwood Advisers
California
$98.6M -$82.7M 3 6.91% Reduced
248
TD Asset Management
TD Asset Management
Ontario, Canada
$98.5M -$76.7M 11 0.18% Reduced
249
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$97.9M +$1.49M 6 0.79% Increased
250
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$97.6M +$6.18M 6 0.49% Increased