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 |
WCM Investment Management
Laguna Beach,
California
| $309M | +$30M | 1 | 7.71% | Increased |
|
| 102 |
Citigroup
New York
| $303M | -$151M | 23 | 0.28% | Reduced |
|
| 103 |
BRC
Blue Ridge Capital
New York
| $296M | +$4.83M | 1 | 3.41% | Increased |
|
| 104 |
Axa
Paris,
France
| $294M | -$15.4M | 11 | 1.21% | Reduced |
|
| 105 |
AL
AJO LP
Philadelphia,
Pennsylvania
| $291M | +$9.06M | 6 | 1.34% | Increased |
|
| 106 |
D.E. Shaw & Co
New York
| $290M | +$45.1M | 13 | 0.43% | Increased |
|
| 107 |
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| $288M | +$1.96M | 9 | 0.81% | Increased |
|
| 108 |
First Trust Advisors
Wheaton,
Illinois
| $287M | +$56.1M | 14 | 0.83% | Increased |
|
| 109 |
Arrowstreet Capital
Boston,
Massachusetts
| $286M | +$169M | 11 | 1.36% | Increased |
|
| 110 |
SG Americas Securities
New York
| $285M | +$631M | 17 | 1.7% | Increased |
|
| 111 |
SIG
Senator Investment Group
New York
| $283M | +$55.7M | 1 | 3.46% | Increased |
|
| 112 |
STRS Ohio
Columbus,
Ohio
| $283M | +$28.7M | 10 | 1.35% | Increased |
|
| 113 |
Credit Agricole
Montrouge Cedex,
France
| $270M | +$18.4M | 12 | 1.34% | Increased |
|
| 114 |
LCS
Levin Capital Strategies
New York
| $267M | -$27.7M | 4 | 4.55% | Reduced |
|
| 115 |
CCM
Cantillon Capital Management
New York
| $265M | +$60.1M | 1 | 5.64% | Increased |
|
| 116 |
Two Sigma Investments
New York
| $264M | +$119M | 12 | 1.35% | Increased |
|
| 117 |
Victory Capital Management
San Antonio,
Texas
| $261M | -$34.3M | 13 | 1.08% | Reduced |
|
| 118 |
Eaton Vance Management
Boston,
Massachusetts
| $259M | +$57M | 7 | 0.8% | Increased |
|
| 119 |
Two Sigma Advisers
New York
| $251M | +$200M | 15 | 1.58% | Increased |
|
| 120 |
ACM
Andor Capital Management
Rye Brook,
New York
| $248M | $0 | 1 | 39.05% | Maintained |
|
| 121 |
Brandes Investment Partners
La Jolla,
California
| $248M | +$14M | 2 | 3.63% | Increased |
|
| 122 |
Maverick Capital
Dallas,
Texas
| $245M | +$150M | 2 | 4.2% | Increased |
|
| 123 |
Fidelity International
Hamilton,
Bermuda
| $244M | -$158M | 8 | 0.85% | Reduced |
|
| 124 |
Select Equity Group
New York
| $242M | +$69.9M | 1 | 2.31% | Increased |
|
| 125 |
JPCCM
J&P (China) Capital Management
Hong Kong,
China
| $242M | -$2.57M | 1 | 50.38% | Reduced |
|