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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
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$580M -$40.1M 10 3.7% Reduced
77
BAMCO Inc
BAMCO Inc
New York
$579M -$2.83M 1 2.96% Reduced
78
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$550M -$6.92M 5 2.21% Reduced
79
CCM
Cantillon Capital Management
New York
$544M -$23.8M 2 6.79% Reduced
80
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$522M +$18.8M 9 0.94% Increased
81
Credit Agricole
Credit Agricole
France
$500M +$128M 12 1.64% Increased
82
Barclays
Barclays
United Kingdom
$493M -$11.4M 22 0.53% Reduced
83
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$489M +$37.7M 14 1.04% Increased
84
Prudential Financial
Prudential Financial
New Jersey
$459M -$49.7M 14 0.68% Reduced
85
Raymond James & Associates
Raymond James & Associates
Florida
$448M +$12.7M 17 0.97% Increased
86
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$438M +$2.17M 20 0.53% Increased
87
TCSAM
Tyrus Capital S.A.M.
Monaco
$438M +$315M 1 33.58% Increased
88
Brown Advisory
Brown Advisory
Maryland
$435M -$45.7M 9 1.33% Reduced
89
Fisher Asset Management
Fisher Asset Management
Washington
$429M +$74.4M 6 0.65% Increased
90
TP
Tesuji Partners
New Jersey
$427M $0 1 44.62% Maintained
91
Millennium Management
Millennium Management
New York
$421M +$53M 15 0.75% Increased
92
Principal Financial Group
Principal Financial Group
Iowa
$419M +$26.3M 13 0.42% Increased
93
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$419M -$5.57M 11 0.99% Reduced
94
Macquarie Group
Macquarie Group
Australia
$411M +$64.3K 12 0.75% Increased
95
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$405M +$151M 17 0.18% Increased
96
Prudential plc
Prudential plc
United Kingdom
$403M +$39.9M 7 1.32% Increased
97
Adage Capital Partners
Adage Capital Partners
Massachusetts
$400M +$6.88M 7 0.98% Increased
98
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$399M +$7.13M 3 0.59% Increased
99
APG Asset Management
APG Asset Management
Netherlands
$390M -$60M 7 0.71% Reduced
100
Artisan Partners
Artisan Partners
Wisconsin
$389M +$113M 1 0.73% Increased