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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
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$479M +$205M 8 0.32% Increased
77
AQR Capital Management
AQR Capital Management
Connecticut
$468M -$183M 11 0.52% Reduced
78
First Trust Advisors
First Trust Advisors
Illinois
$467M +$71.3M 21 0.88% Increased
79
APG Asset Management
APG Asset Management
Netherlands
$446M +$27.9M 10 0.76% Increased
80
California Public Employees Retirement System
California Public Employees Retirement System
California
$441M -$65.7M 20 0.52% Reduced
81
Sands Capital Management
Sands Capital Management
Virginia
$415M +$8.49M 1 1.24% Increased
82
Glenview Capital Management
Glenview Capital Management
New York
$408M -$93.4M 2 3.7% Reduced
83
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$401M +$73.5M 25 0.15% Increased
84
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$391M -$42.8M 16 0.77% Reduced
85
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$379M -$90.9M 13 0.77% Reduced
86
Macquarie Group
Macquarie Group
Australia
$374M +$4.82M 16 0.63% Increased
87
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$365M +$12.4M 11 0.91% Increased
88
BAMCO Inc
BAMCO Inc
New York
$364M -$3.49M 1 1.46% Reduced
89
Sterling Capital Management
Sterling Capital Management
North Carolina
$364M +$10.2M 10 3.51% Increased
90
Brown Advisory
Brown Advisory
Maryland
$361M -$5.38M 11 1.03% Reduced
91
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$359M +$1.78M 5 1.92% Increased
92
Axa
Axa
France
$356M +$54.3M 9 1.39% Increased
93
Holocene Advisors
Holocene Advisors
New York
$356M +$297M 5 4.54% Increased
94
Sanders Capital
Sanders Capital
Florida
$341M +$180K 2 1.57% Increased
95
Eaton Vance Management
Eaton Vance Management
Massachusetts
$341M +$43.7M 12 0.75% Increased
96
Pzena Investment Management
Pzena Investment Management
New York
$338M -$58.7M 1 1.78% Reduced
97
Fidelity International
Fidelity International
Bermuda
$334M +$49.3M 9 0.5% Increased
98
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$334M -$40M 15 0.63% Reduced
99
GA
Greenhaven Associates
New York
$332M -$780M 1 5.79% Reduced
100
VOYA Investment Management
VOYA Investment Management
Georgia
$328M +$28.5M 17 0.7% Increased