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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
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$657M -$6.77M 8 1.14% Reduced
77
Primecap Management
Primecap Management
California
$646M -$4.94M 2 0.5% Reduced
78
Artisan Partners
Artisan Partners
Wisconsin
$637M +$169M 3 1.21% Increased
79
YCMGA
York Capital Management Global Advisors
New York
$611M -$109M 1 14.79% Reduced
80
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$601M +$25.9M 4 2.27% Increased
81
OppenheimerFunds
OppenheimerFunds
New York
$564M +$52.7M 13 0.68% Increased
82
Pzena Investment Management
Pzena Investment Management
New York
$562M -$136M 4 2.76% Reduced
83
TP
Tesuji Partners
New Jersey
$537M +$24.6M 1 31.05% Increased
84
Raymond James & Associates
Raymond James & Associates
Florida
$536M +$23.1M 18 0.99% Increased
85
UBS O'Connor
UBS O'Connor
Illinois
$527M +$92.8M 7 9.33% Increased
86
Prudential Financial
Prudential Financial
New Jersey
$524M +$11.6M 15 0.71% Increased
87
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$504M +$9.3M 15 1.04% Increased
88
BAMCO Inc
BAMCO Inc
New York
$502M +$3.28M 1 2.31% Increased
89
Putnam Investments
Putnam Investments
Massachusetts
$498M +$99M 8 1.11% Increased
90
Prudential plc
Prudential plc
United Kingdom
$473M +$17.3M 9 1.44% Increased
91
Two Sigma Investments
Two Sigma Investments
New York
$469M +$11.3M 16 1.53% Increased
92
Fisher Asset Management
Fisher Asset Management
Washington
$467M +$15.3M 7 0.61% Increased
93
TCSAM
Tyrus Capital S.A.M.
Monaco
$463M -$29.5M 1 52.89% Reduced
94
Macquarie Group
Macquarie Group
Australia
$461M -$40.3M 20 0.81% Reduced
95
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$457M +$12.5M 21 0.49% Increased
96
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$455M +$138M 8 1.09% Increased
97
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$447M -$34.7K 1 3.66% Reduced
98
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$446M -$19M 9 2.63% Reduced
99
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$446M -$11.9M 8 0.93% Reduced
100
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$434M -$12.4M 4 0.56% Reduced