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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
$657M +$4.09M 12 4.17% Increased
77
Credit Agricole
Credit Agricole
France
$651M +$47.7M 12 2.22% Increased
78
Pzena Investment Management
Pzena Investment Management
New York
$649M -$36.1M 3 3.43% Reduced
79
Barclays
Barclays
United Kingdom
$616M +$80.7M 24 0.63% Increased
80
Primecap Management
Primecap Management
California
$609M -$50.9M 2 0.5% Reduced
81
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$575M -$44M 4 2.26% Reduced
82
Fidelity International
Fidelity International
Bermuda
$561M -$222M 6 1.61% Reduced
83
Artisan Partners
Artisan Partners
Wisconsin
$553M +$111M 2 1.02% Increased
84
BAMCO Inc
BAMCO Inc
New York
$546M -$32.9K 1 2.59% Reduced
85
OppenheimerFunds
OppenheimerFunds
New York
$506M -$142M 12 0.62% Reduced
86
Prudential Financial
Prudential Financial
New Jersey
$503M -$1.62M 14 0.72% Reduced
87
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$493M -$24.2M 15 1.09% Reduced
88
Raymond James & Associates
Raymond James & Associates
Florida
$487M +$11.5M 19 0.98% Increased
89
Adage Capital Partners
Adage Capital Partners
Massachusetts
$485M +$56.8M 6 1.18% Increased
90
TP
Tesuji Partners
New Jersey
$481M $0 1 46.78% Maintained
91
TCSAM
Tyrus Capital S.A.M.
Monaco
$476M +$22.9M 1 37.24% Increased
92
Alyeska Investment Group
Alyeska Investment Group
Illinois
$471M +$284M 7 3.52% Increased
93
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$471M -$101M 9 0.82% Reduced
94
Macquarie Group
Macquarie Group
Australia
$455M -$403K 16 0.82% Reduced
95
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$452M +$141M 9 2.64% Increased
96
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$449M +$26.4M 4 0.63% Increased
97
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$449M +$68.5M 1 3.93% Increased
98
Tiger Global Management
Tiger Global Management
New York
$445M +$52.6M 1 3.02% Increased
99
Prudential plc
Prudential plc
United Kingdom
$439M -$15.1M 7 1.39% Reduced
100
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$437M -$10.6M 7 0.95% Reduced