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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
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$338M -$16.8M 7 1.02% Reduced
102
Capital International Investors
Capital International Investors
California
$337M -$88.5M 2 0.52% Reduced
103
STRS Ohio
STRS Ohio
Ohio
$314M +$10.4M 11 1.4% Increased
104
VOYA Investment Management
VOYA Investment Management
Georgia
$312M +$117M 14 0.76% Increased
105
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$310M +$876K 8 0.82% Increased
106
Two Sigma Investments
Two Sigma Investments
New York
$308M +$44.8M 12 1.48% Increased
107
BRC
Blue Ridge Capital
New York
$308M $0 1 3.43% Maintained
108
Ninety One (UK)
Ninety One (UK)
United Kingdom
$308M -$53M 3 1.76% Reduced
109
First Trust Advisors
First Trust Advisors
Illinois
$291M -$13.4M 15 0.75% Reduced
110
Axa
Axa
France
$289M -$21M 12 1.26% Reduced
111
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$287M -$71.4M 20 0.34% Reduced
112
SIG
Senator Investment Group
New York
$278M -$40.6M 1 3.47% Reduced
113
CCM
Cantillon Capital Management
New York
$276M +$1.29M 1 5.2% Increased
114
Two Sigma Advisers
Two Sigma Advisers
New York
$276M +$25.2M 13 1.64% Increased
115
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$266M +$14.2M 11 1.02% Increased
116
Prudential plc
Prudential plc
United Kingdom
$254M -$81.7M 7 1.03% Reduced
117
JSP
Jackson Square Partners
California
$254M +$14.1M 1 0.94% Increased
118
Credit Agricole
Credit Agricole
France
$251M +$9.11M 11 1.17% Increased
119
Select Equity Group
Select Equity Group
New York
$249M -$2.83M 1 2.38% Reduced
120
Victory Capital Management
Victory Capital Management
Texas
$244M -$16.4M 13 1.02% Reduced
121
Fidelity International
Fidelity International
Bermuda
$244M -$30.5M 8 0.74% Reduced
122
BlackRock Japan
BlackRock Japan
Japan
$243M +$18.8M 13 0.91% Increased
123
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$242M +$1.26M 15 0.78% Increased
124
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$242M +$2.71M 13 0.9% Increased
125
Brandes Investment Partners
Brandes Investment Partners
California
$242M -$19.4M 2 3.53% Reduced