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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
Citigroup
Citigroup
New York
$508M -$321M 26 0.49% Reduced
77
California Public Employees Retirement System
California Public Employees Retirement System
California
$489M -$107M 18 0.6% Reduced
78
BAMCO Inc
BAMCO Inc
New York
$460M -$5.59M 1 1.95% Reduced
79
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$447M -$55.8M 12 0.86% Reduced
80
Millennium Management
Millennium Management
New York
$444M -$380M 21 0.66% Reduced
81
Glenview Capital Management
Glenview Capital Management
New York
$443M +$95.6M 2 3.95% Increased
82
APG Asset Management
APG Asset Management
Netherlands
$432M +$2.16M 10 0.79% Increased
83
Two Sigma Investments
Two Sigma Investments
New York
$429M -$78.7M 16 1.39% Reduced
84
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$423M -$5.26M 15 0.87% Reduced
85
Jane Street
Jane Street
New York
$421M +$261M 21 0.69% Increased
86
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$417M +$159K 1 4.25% Increased
87
Sands Capital Management
Sands Capital Management
Virginia
$400M +$376M 1 1.23% Increased
88
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$397M -$143M 10 0.94% Reduced
89
Prudential Financial
Prudential Financial
New Jersey
$393M +$123M 16 0.65% Increased
90
SSM
Sound Shore Management
Connecticut
$387M +$115M 4 7.45% Increased
91
First Trust Advisors
First Trust Advisors
Illinois
$379M +$41M 21 0.75% Increased
92
Macquarie Group
Macquarie Group
Australia
$375M +$12M 15 0.64% Increased
93
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$365M -$148K 15 0.71% Reduced
94
Sanders Capital
Sanders Capital
Florida
$353M -$4.56M 2 1.69% Reduced
95
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$351M +$96.4M 21 0.76% Increased
96
Pzena Investment Management
Pzena Investment Management
New York
$343M -$167M 1 1.86% Reduced
97
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$340M -$9.53M 9 0.86% Reduced
98
Brown Advisory
Brown Advisory
Maryland
$338M +$11.7M 12 0.96% Increased
99
GC
Greenlight Capital
New York
$338M -$107M 1 24.03% Reduced
100
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$338M +$51.8M 5 1.86% Increased