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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
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$391M +$42.3M 20 0.79% Increased
102
Third Point
Third Point
New York
$390M +$140M 2 3.6% Increased
103
BRC
Blue Ridge Capital
New York
$378M $0 1 4.31% Maintained
104
LCS
Levin Capital Strategies
New York
$371M -$46.3M 3 5.55% Reduced
105
CGM
Capital Growth Management
Massachusetts
$356M +$40.8M 4 9.73% Increased
106
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$355M -$6.49M 12 0.84% Reduced
107
D.E. Shaw & Co
D.E. Shaw & Co
New York
$349M -$33.7M 19 0.53% Reduced
108
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$348M -$2.52M 7 0.89% Reduced
109
Two Sigma Investments
Two Sigma Investments
New York
$345M +$56.2M 13 1.61% Increased
110
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$337M +$82M 9 0.85% Increased
111
AL
AJO LP
Pennsylvania
$319M +$185M 4 1.33% Increased
112
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$318M +$41.9M 4 1.14% Increased
113
Prudential plc
Prudential plc
United Kingdom
$315M -$27.7M 7 1.39% Reduced
114
Renaissance Technologies
Renaissance Technologies
New York
$313M +$176M 12 0.67% Increased
115
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$311M -$26.4M 10 1.91% Reduced
116
TCA
Taconic Capital Advisors
New York
$309M +$70M 1 13.68% Increased
117
Millennium Management
Millennium Management
New York
$308M +$36.2M 19 0.57% Increased
118
CAM
Coronation Asset Management
South Africa
$303M -$29.4M 1 15.68% Reduced
119
William Blair & Company
William Blair & Company
Illinois
$299M +$12.2M 12 0.46% Increased
120
Eagle Asset Management
Eagle Asset Management
Florida
$290M +$101M 3 1.66% Increased
121
Gates Foundation Trust
Gates Foundation Trust
Washington
$290M $0 1 1.55% Maintained
122
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$287M -$22.3M 13 2.23% Reduced
123
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$284M -$3.18M 16 0.82% Reduced
124
Victory Capital Management
Victory Capital Management
Texas
$283M -$76M 9 1.02% Reduced
125
Credit Agricole
Credit Agricole
France
$282M +$2.22M 11 1.26% Increased