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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
101
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$318M +$9.54M 12 0.95% Increased
102
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$318M +$26M 5 1.46% Increased
103
CCI
Columbus Circle Investors
$312M +$41.7M 5 2.21% Increased
104
Gates Foundation Trust
Gates Foundation Trust
Washington
$304M +$3.91M 1 1.56% Increased
105
Ninety One (UK)
Ninety One (UK)
United Kingdom
$302M +$42.1M 3 2.22% Increased
106
SIG
Senator Investment Group
New York
$301M +$85.4M 2 4.34% Increased
107
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$301M +$9.19M 8 0.97% Increased
108
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$298M -$2.54M 12 0.96% Reduced
109
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$292M +$1.32M 15 0.91% Increased
110
Macquarie Group
Macquarie Group
Australia
$292M +$158K 14 0.57% Increased
111
Principal Financial Group
Principal Financial Group
Iowa
$289M +$67.5M 12 0.6% Increased
112
Scout Investments
Scout Investments
Missouri
$288M +$26.3M 3 2.01% Increased
113
Jennison Associates
Jennison Associates
New York
$286M +$167M 4 0.3% Increased
114
HSBC Holdings
HSBC Holdings
United Kingdom
$284M +$65M 14 0.78% Increased
115
Victory Capital Management
Victory Capital Management
Texas
$273M +$272M 5 1.96% New
116
GE
General Electric
Ohio
$266M +$12.8M 2 1.34% Increased
117
SPC
Silver Point Capital
Connecticut
$263M -$84.7M 2 25.27% Reduced
118
Acadian Asset Management
Acadian Asset Management
Massachusetts
$260M +$41.5M 5 1.69% Increased
119
Boston Partners
Boston Partners
Massachusetts
$260M +$41.7M 3 0.63% Increased
120
Dodge & Cox
Dodge & Cox
California
$259M -$783K 2 0.29% Reduced
121
MTIM
Marathon Trading Investment Management
Pennsylvania
$259M +$189M 1 9.86% Increased
122
YCMGA
York Capital Management Global Advisors
New York
$258M +$249M 3 5.18% Increased
123
Artisan Partners
Artisan Partners
Wisconsin
$252M -$3.85M 2 0.48% Reduced
124
Frontier Capital Management
Frontier Capital Management
Massachusetts
$242M +$28.6M 6 1.86% Increased
125
Silver Lake Group
Silver Lake Group
California
$241M -$93.4M 1 32.81% Reduced