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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
Fred Alger Management
Fred Alger Management
New York
$461M +$163M 4 1.81% Increased
77
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$454M -$17.4M 12 3.33% Reduced
78
Russell Investments Group
Russell Investments Group
United Kingdom
$449M -$30.9M 20 0.87% Reduced
79
Prudential Financial
Prudential Financial
New Jersey
$444M -$53M 17 0.7% Reduced
80
Sands Capital Management
Sands Capital Management
Virginia
$441M -$7.42M 1 1.42% Reduced
81
AQR Capital Management
AQR Capital Management
Connecticut
$427M -$27.5M 12 0.5% Reduced
82
Brown Advisory
Brown Advisory
Maryland
$416M +$16.1M 11 1.17% Increased
83
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$416M -$639M 4 0.82% Reduced
84
BAMCO Inc
BAMCO Inc
New York
$392M -$591K 1 1.61% Reduced
85
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$389M +$1.13M 16 0.76% Increased
86
Victory Capital Management
Victory Capital Management
Texas
$389M +$214M 18 0.5% Increased
87
Fidelity International
Fidelity International
Bermuda
$381M +$20M 10 0.58% Increased
88
Principal Financial Group
Principal Financial Group
Iowa
$380M +$87.7M 13 0.34% Increased
89
VOYA Investment Management
VOYA Investment Management
Georgia
$377M +$32.7M 18 0.82% Increased
90
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$370M +$13.7M 5 1.97% Increased
91
Holocene Advisors
Holocene Advisors
New York
$368M +$2.41M 6 3.78% Increased
92
Macquarie Group
Macquarie Group
Australia
$366M -$1.28M 17 0.61% Reduced
93
Sterling Capital Management
Sterling Capital Management
North Carolina
$358M -$17.4M 11 3.4% Reduced
94
Eaton Vance Management
Eaton Vance Management
Massachusetts
$352M -$2.96M 13 0.76% Reduced
95
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$352M +$416K 11 0.86% Increased
96
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$347M +$58.2M 12 0.89% Increased
97
Axa
Axa
France
$332M -$23.3M 9 1.32% Reduced
98
Sanders Capital
Sanders Capital
Florida
$329M +$2.18M 2 1.48% Increased
99
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$325M +$1.56M 15 0.59% Increased
100
ARK Investment Management
ARK Investment Management
Florida
$321M +$28.7M 4 7% Increased