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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
Primecap Management
Primecap Management
California
$624M +$1.73M 2 0.47% Increased
77
California Public Employees Retirement System
California Public Employees Retirement System
California
$622M -$43.2M 19 0.89% Reduced
78
OppenheimerFunds
OppenheimerFunds
New York
$619M +$60.2M 11 0.77% Increased
79
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$603M +$1.12M 8 1.07% Increased
80
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$582M +$40.8M 4 2.31% Increased
81
ACPU
Arrowgrass Capital Partners (US)
Delaware
$580M -$78M 4 19.87% Reduced
82
YCMGA
York Capital Management Global Advisors
New York
$578M -$33.3M 1 12.98% Reduced
83
TP
Tesuji Partners
New Jersey
$544M $0 1 31.89% Maintained
84
Tiger Global Management
Tiger Global Management
New York
$542M +$86M 2 3.6% Increased
85
Raymond James & Associates
Raymond James & Associates
Florida
$528M +$1.57M 17 0.95% Increased
86
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$513M +$53.8M 10 3.14% Increased
87
TCSAM
Tyrus Capital S.A.M.
Monaco
$508M +$47M 1 83.01% Increased
88
Prudential plc
Prudential plc
United Kingdom
$499M +$69M 8 1.56% Increased
89
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$490M -$11M 1 4.49% Reduced
90
Capital Research Global Investors
Capital Research Global Investors
California
$468M -$224M 3 0.13% Reduced
91
Axa
Axa
France
$467M +$78.4M 12 1.86% Increased
92
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$464M -$11.3M 15 0.99% Reduced
93
Macquarie Group
Macquarie Group
Australia
$464M +$281K 19 0.84% Increased
94
LCS
Levin Capital Strategies
New York
$462M +$55.8M 7 8.41% Increased
95
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$456M +$12.8M 21 0.5% Increased
96
BAMCO Inc
BAMCO Inc
New York
$441M +$15M 1 2.03% Increased
97
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$410M +$41.7M 10 0.71% Increased
98
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$401M +$4.61M 8 0.85% Increased
99
CC
Carlson Capital
Texas
$398M +$118M 3 6.02% Increased
100
Adage Capital Partners
Adage Capital Partners
Massachusetts
$394M -$20.2M 5 0.92% Reduced