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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
76
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$458M +$50.2M 6 1.7% Increased
77
TCA
Taconic Capital Advisors
New York
$455M +$61.3M 1 18.35% Increased
78
BlackRock
BlackRock
New York
$442M +$8.15M 16 0.71% Increased
79
Sanders Capital
Sanders Capital
Florida
$437M -$1.48M 3 5.08% Reduced
80
Appaloosa Management
Appaloosa Management
Florida
$433M +$107M 3 4.79% Increased
81
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$429M -$27.1M 20 0.31% Reduced
82
Ninety One (UK)
Ninety One (UK)
United Kingdom
$424M -$30.3M 3 2.83% Reduced
83
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$424M +$12.6M 4 3.68% Increased
84
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$420M +$3.01M 18 0.55% Increased
85
USAA
United Services Automobile Association
Texas
$418M +$5.82M 11 1.62% Increased
86
Charles Schwab
Charles Schwab
California
$416M -$20.4M 14 0.75% Reduced
87
Barclays
Barclays
United Kingdom
$413M +$83.4M 21 0.47% Increased
88
Frontier Capital Management
Frontier Capital Management
Massachusetts
$408M +$49.5M 6 2.95% Increased
89
Calamos Advisors
Calamos Advisors
Illinois
$392M +$5.5M 7 2.51% Increased
90
Capital Guardian Trust
Capital Guardian Trust
California
$389M +$18M 7 2.63% Increased
91
Prudential Financial
Prudential Financial
New Jersey
$376M -$40.9M 12 0.7% Reduced
92
Glenview Capital Management
Glenview Capital Management
New York
$372M -$90.7M 3 2.44% Reduced
93
Macquarie Group
Macquarie Group
Australia
$367M +$34.5M 15 0.63% Increased
94
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$364M +$18.3M 5 1.39% Increased
95
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$359M +$9.2M 18 0.57% Increased
96
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$353M +$8.49M 8 0.93% Increased
97
Gates Foundation Trust
Gates Foundation Trust
Washington
$352M $0 1 1.78% Maintained
98
HCM
Highfields Capital Management
Massachusetts
$352M +$8.22M 2 2.95% Increased
99
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$351M +$29M 12 0.93% Increased
100
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$349M +$22.4M 4 0.73% Increased