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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
Pzena Investment Management
Pzena Investment Management
New York
$462M -$79.5M 3 2.7% Reduced
77
AQR Capital Management
AQR Capital Management
Connecticut
$445M -$10M 14 0.52% Reduced
78
Capital International Investors
Capital International Investors
California
$437M -$89.7M 4 0.22% Reduced
79
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$434M -$28.5M 13 0.97% Reduced
80
OppenheimerFunds
OppenheimerFunds
New York
$408M -$167M 10 0.58% Reduced
81
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$406M +$56.4M 1 4.46% Increased
82
GC
Greenlight Capital
New York
$400M -$101M 1 28.91% Reduced
83
Citadel Advisors
Citadel Advisors
Florida
$397M -$215M 25 0.22% Reduced
84
Soroban Capital Partners
Soroban Capital Partners
New York
$390M -$35.6M 1 8.18% Reduced
85
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$386M -$1.54M 15 0.88% Reduced
86
APG Asset Management
APG Asset Management
Netherlands
$372M +$59.5M 9 0.76% Increased
87
LCS
Levin Capital Strategies
New York
$368M -$13M 3 8.1% Reduced
88
Macquarie Group
Macquarie Group
Australia
$331M -$48.8M 20 0.64% Reduced
89
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$329M -$54M 9 2.62% Reduced
90
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$322M +$7.5M 17 0.7% Increased
91
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$321M -$489M 19 0.13% Reduced
92
Asset Management One
Asset Management One
Japan
$313M +$743K 8 0.75% Increased
93
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$313M -$23.4M 9 0.86% Reduced
94
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$310M -$6.63M 10 1.29% Reduced
95
HSBC Holdings
HSBC Holdings
United Kingdom
$303M -$5.42M 15 0.56% Reduced
96
Glenview Capital Management
Glenview Capital Management
New York
$301M -$87.1M 3 2.92% Reduced
97
First Trust Advisors
First Trust Advisors
Illinois
$301M +$7.47M 21 0.71% Increased
98
Sanders Capital
Sanders Capital
Florida
$300M -$320K 2 1.67% Reduced
99
Temasek Holdings
Temasek Holdings
Singapore
$298M +$300M 2 2.05% Increased
100
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$298M -$43M 10 2.53% Reduced