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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
AQR Capital Management
AQR Capital Management
Connecticut
$551M -$174M 14 0.53% Reduced
77
Millennium Management
Millennium Management
New York
$544M -$32.4M 20 0.67% Reduced
78
Citigroup
Citigroup
New York
$537M -$88M 25 0.48% Reduced
79
HBK Investments
HBK Investments
Texas
$533M -$1.01B 12 4.23% Reduced
80
TP
Tesuji Partners
New Jersey
$520M $0 1 30.12% Maintained
81
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$519M +$207M 13 0.96% Increased
82
Russell Investments Group
Russell Investments Group
United Kingdom
$514M +$49M 19 0.97% Increased
83
GC
Greenlight Capital
New York
$501M -$231M 1 21.16% Reduced
84
Soroban Capital Partners
Soroban Capital Partners
New York
$493M +$178M 1 7.54% Increased
85
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$468M +$43.3M 5 0.5% Increased
86
Glenview Capital Management
Glenview Capital Management
New York
$459M +$245M 3 2.92% Increased
87
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$455M +$47.5M 12 3.09% Increased
88
BAMCO Inc
BAMCO Inc
New York
$440M -$79.4K 1 1.82% Reduced
89
Macquarie Group
Macquarie Group
Australia
$437M +$14.8M 19 0.71% Increased
90
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$430M +$102K 1 3.95% Increased
91
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$424M -$7.66M 15 0.82% Reduced
92
LCS
Levin Capital Strategies
New York
$423M +$2.91M 4 7.28% Increased
93
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$396M +$19.3M 11 2.77% Increased
94
HCM
Highfields Capital Management
Massachusetts
$392M -$335M 3 7.33% Reduced
95
Prudential plc
Prudential plc
United Kingdom
$389M +$41M 6 1.26% Increased
96
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$388M -$29.6M 11 0.67% Reduced
97
Sanders Capital
Sanders Capital
Florida
$369M -$10.3M 2 1.86% Reduced
98
APG Asset Management
APG Asset Management
Netherlands
$361M +$11.8M 9 0.63% Increased
99
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$361M +$106M 10 0.84% Increased
100
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$353M +$77.5M 19 0.52% Increased