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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
Two Sigma Investments
Two Sigma Investments
New York
$511M +$194M 16 1.54% Increased
77
Fred Alger Management
Fred Alger Management
New York
$498M -$24.3M 4 1.83% Reduced
78
AQR Capital Management
AQR Capital Management
Connecticut
$494M +$6.06M 14 0.56% Increased
79
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$488M +$31.7M 16 0.83% Increased
80
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$486M +$22.2M 12 1.16% Increased
81
Sands Capital Management
Sands Capital Management
Virginia
$480M +$232K 1 1.39% Increased
82
VOYA Investment Management
VOYA Investment Management
Georgia
$473M +$45M 18 0.98% Increased
83
Russell Investments Group
Russell Investments Group
United Kingdom
$471M -$2.04M 21 0.88% Reduced
84
Two Sigma Advisers
Two Sigma Advisers
New York
$459M +$201M 17 1.06% Increased
85
Victory Capital Management
Victory Capital Management
Texas
$457M +$10M 15 0.56% Increased
86
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$451M -$16.2M 11 3.18% Reduced
87
Brown Advisory
Brown Advisory
Maryland
$442M -$35M 10 1.12% Reduced
88
APG Asset Management
APG Asset Management
Netherlands
$440M -$165M 10 0.71% Reduced
89
Macquarie Group
Macquarie Group
Australia
$433M +$18.2M 18 0.62% Increased
90
Prudential Financial
Prudential Financial
New Jersey
$428M -$33.1M 16 0.63% Reduced
91
Point72 Asset Management
Point72 Asset Management
Connecticut
$423M -$121M 6 2.23% Reduced
92
Principal Financial Group
Principal Financial Group
Iowa
$420M +$7.17M 13 0.35% Increased
93
CM
Conifer Management
New York
$411M +$405M 1 19.69% New
94
Sanders Capital
Sanders Capital
Florida
$395M +$60.7M 2 1.4% Increased
95
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$394M +$68.1M 21 0.72% Increased
96
HSBC Holdings
HSBC Holdings
United Kingdom
$379M +$22.4M 20 0.66% Increased
97
Eaton Vance Management
Eaton Vance Management
Massachusetts
$376M -$19.5M 13 0.74% Reduced
98
Holocene Advisors
Holocene Advisors
New York
$372M -$16.4M 6 3.33% Reduced
99
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$372M +$6.17M 15 0.62% Increased
100
Axa
Axa
France
$360M +$4.32M 8 1.46% Increased