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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
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$634M +$430M 6 1.55% Increased
77
Millennium Management
Millennium Management
New York
$632M -$175M 19 0.82% Reduced
78
UBS O'Connor
UBS O'Connor
Illinois
$628M +$37.9M 1 12.57% Increased
79
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$597M -$19.1M 5 2.25% Reduced
80
Fidelity International
Fidelity International
Bermuda
$577M +$410M 9 0.87% Increased
81
BAMCO Inc
BAMCO Inc
New York
$570M +$1.6M 1 2.49% Increased
82
Raymond James & Associates
Raymond James & Associates
Florida
$554M +$14.8M 16 0.93% Increased
83
PAM
PSquared Asset Management
Switzerland
$525M +$211M 1 81.81% Increased
84
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$524M +$102M 5 0.61% Increased
85
TP
Tesuji Partners
New Jersey
$502M $0 1 27.98% Maintained
86
Tiger Global Management
Tiger Global Management
New York
$499M $0 2 2.6% Maintained
87
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$490M +$12.2M 15 1.02% Increased
88
Russell Investments Group
Russell Investments Group
United Kingdom
$483M -$252M 20 1.01% Reduced
89
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$479M -$381M 20 0.16% Reduced
90
Adage Capital Partners
Adage Capital Partners
Massachusetts
$474M +$83M 7 1.09% Increased
91
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$468M +$233M 11 3.18% Increased
92
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$468M -$31.3M 13 3.32% Reduced
93
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$464M -$428K 1 4.15% Reduced
94
Macquarie Group
Macquarie Group
Australia
$437M -$3.22M 18 0.75% Reduced
95
Soroban Capital Partners
Soroban Capital Partners
New York
$427M -$1.23B 1 5.77% Reduced
96
LCS
Levin Capital Strategies
New York
$426M -$37.3M 5 7.35% Reduced
97
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$423M +$34.3M 12 0.74% Increased
98
Axa
Axa
France
$415M -$63.5M 11 1.59% Reduced
99
Prudential Financial
Prudential Financial
New Jersey
$412M +$33.1M 17 0.62% Increased
100
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$411M +$415M 1 17.82% New