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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
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$123M +$11.4M 13 0.78% Increased
227
Todd Asset Management
Todd Asset Management
Kentucky
$123M -$6.14M 4 3.45% Reduced
228
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$122M -$44.7M 3 0.36% Reduced
229
ARGA Investment Management
ARGA Investment Management
Connecticut
$121M -$3.42M 2 14.89% Reduced
230
Rockefeller Capital Management
Rockefeller Capital Management
New York
$120M -$14M 8 1.96% Reduced
231
HHGC
Hunting Hill Global Capital
New York
$120M +$40.4M 1 20.79% Increased
232
Westfield Capital Management
Westfield Capital Management
Massachusetts
$118M +$37.7M 2 0.88% Increased
233
QOP
Quinn Opportunity Partners
Virginia
$118M +$60M 3 15.69% Increased
234
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$117M +$54.1M 3 1.36% Increased
235
LPL Financial
LPL Financial
California
$117M -$8.35M 18 0.31% Reduced
236
KLCMU
Kite Lake Capital Management (UK)
United Kingdom
$117M +$5.21M 1 40.58% Increased
237
Brandes Investment Partners
Brandes Investment Partners
California
$115M -$30.3M 2 2.59% Reduced
238
TS
Twin Securities
New York
$115M +$25.4M 1 32.72% Increased
239
Frontier Capital Management
Frontier Capital Management
Massachusetts
$114M -$4.84M 4 0.81% Reduced
240
ACI
AMP Capital Investors
Australia
$114M +$3.14M 10 0.63% Increased
241
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$114M +$26.6M 11 0.23% Increased
242
ACM
Ashe Capital Management
New Jersey
$114M $0 1 8.72% Maintained
243
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$111M -$10.1M 8 0.28% Reduced
244
US Bancorp
US Bancorp
Minnesota
$111M +$155K 20 0.34% Increased
245
ORIO
Old Republic International (ORI)
Illinois
$111M -$8.89M 2 3.41% Reduced
246
QIM
Quantitative Investment Management
Virginia
$110M +$17.3M 8 2.28% Increased
247
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$109M +$10.7M 2 0.6% Increased
248
HT
HAP Trading
New York
$108M +$27M 6 5.37% Increased
249
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$107M +$3.97M 15 0.96% Increased
250
Guggenheim Capital
Guggenheim Capital
Illinois
$106M -$203M 17 0.71% Reduced