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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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$333M -$3.8M 7 0.84% Reduced
102
Prudential plc
Prudential plc
United Kingdom
$329M +$14.7M 5 1.39% Increased
103
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$324M +$12.5M 20 0.68% Increased
104
SG Americas Securities
SG Americas Securities
New York
$322M +$76.9M 15 1.58% Increased
105
Victory Capital Management
Victory Capital Management
Texas
$319M +$131M 9 1.18% Increased
106
Westfield Capital Management
Westfield Capital Management
Massachusetts
$318M +$205M 4 1.87% Increased
107
CAM
Coronation Asset Management
South Africa
$314M -$4.7M 1 18.39% Reduced
108
YCMGA
York Capital Management Global Advisors
New York
$312M -$71.3M 1 2.81% Reduced
109
WBC
Westpac Banking Corp
Australia
$312M +$2.81M 10 2.97% Increased
110
CI Investments Inc
CI Investments Inc
Ontario, Canada
$309M +$22.7M 4 3.5% Increased
111
Artisan Partners
Artisan Partners
Wisconsin
$306M +$37.7M 1 0.53% Increased
112
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$303M +$86.3M 12 1.73% Increased
113
Capital Guardian Trust
Capital Guardian Trust
California
$299M -$5.79M 6 2.07% Reduced
114
Glenview Capital Management
Glenview Capital Management
New York
$289M $0 2 1.45% Maintained
115
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$287M -$49.9M 3 15.53% Reduced
116
abrdn Investment Management
abrdn Investment Management
United Kingdom
$284M -$60.2M 5 1.12% Reduced
117
Gates Foundation Trust
Gates Foundation Trust
Washington
$282M -$4.31M 1 1.41% Reduced
118
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$281M +$46.6M 13 2.2% Increased
119
ACM
Andor Capital Management
New York
$278M -$17.8M 1 17.71% Reduced
120
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$277M -$2.78M 16 0.8% Reduced
121
Frontier Capital Management
Frontier Capital Management
Massachusetts
$276M -$60.9M 4 2.03% Reduced
122
HSBC Holdings
HSBC Holdings
United Kingdom
$270M -$105M 14 0.56% Reduced
123
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$269M -$2.01M 3 0.98% Reduced
124
CGM
Capital Growth Management
Massachusetts
$267M +$230M 3 7.34% Increased
125
NIMC
NWQ Investment Management Company
California
$265M -$52.7M 3 3.19% Reduced