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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
GE
General Electric
Ohio
$281M +$25.8M 3 1.46% Increased
102
Renaissance Technologies
Renaissance Technologies
New York
$278M +$126M 15 0.53% Increased
103
HSBC Holdings
HSBC Holdings
United Kingdom
$278M -$168M 14 0.76% Reduced
104
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$277M -$578K 8 0.73% Reduced
105
USAA
United Services Automobile Association
Texas
$273M -$33.5M 9 0.98% Reduced
106
STRS Ohio
STRS Ohio
Ohio
$272M -$2.19M 12 1.21% Reduced
107
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$268M -$188M 11 0.14% Reduced
108
Putnam Investments
Putnam Investments
Massachusetts
$264M -$21.4M 9 0.64% Reduced
109
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$262M +$112M 7 0.67% Increased
110
HCM
Highfields Capital Management
Massachusetts
$259M +$219M 2 2.25% Increased
111
Axa
Axa
France
$252M -$7.75M 9 1.12% Reduced
112
Ninety One (UK)
Ninety One (UK)
United Kingdom
$251M -$14.1M 3 1.3% Reduced
113
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$249M +$38.7M 13 0.79% Increased
114
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$247M -$4.21M 8 0.5% Reduced
115
Brandes Investment Partners
Brandes Investment Partners
California
$243M -$2.88M 2 3.71% Reduced
116
Millennium Management
Millennium Management
New York
$241M -$76.2M 16 0.55% Reduced
117
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$240M -$15.4M 7 0.75% Reduced
118
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$239M +$16.1M 16 0.71% Increased
119
Fidelity International
Fidelity International
Bermuda
$234M +$70.1M 8 0.74% Increased
120
BlackRock Japan
BlackRock Japan
Japan
$232M +$18.1M 10 0.83% Increased
121
JSP
Jackson Square Partners
California
$228M -$250K 1 0.96% Reduced
122
D.E. Shaw & Co
D.E. Shaw & Co
New York
$225M +$18.6M 17 0.42% Increased
123
Sterling Capital Management
Sterling Capital Management
North Carolina
$221M +$67.6M 9 2.02% Increased
124
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$221M +$10.8M 11 0.89% Increased
125
Capital Guardian Trust
Capital Guardian Trust
California
$220M -$3.36M 8 1.69% Reduced