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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
Prudential Financial
Prudential Financial
New Jersey
$351M -$209M 14 0.56% Reduced
102
YCMGA
York Capital Management Global Advisors
New York
$340M +$271M 1 9.16% Increased
103
BAMCO Inc
BAMCO Inc
New York
$337M +$4.26M 1 1.9% Increased
104
EPCM
Eton Park Capital Management
New York
$330M +$335M 1 6.56% New
105
HSBC Holdings
HSBC Holdings
United Kingdom
$330M +$1.27M 16 0.77% Increased
106
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$326M +$121M 20 0.17% Increased
107
Farallon Capital Management
Farallon Capital Management
California
$312M +$309M 1 3.59% Increased
108
Adage Capital Partners
Adage Capital Partners
Massachusetts
$311M +$120M 6 0.85% Increased
109
Sterling Capital Management
Sterling Capital Management
North Carolina
$303M +$47.6M 11 2.73% Increased
110
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$298M -$32.1M 20 0.34% Reduced
111
Davis Selected Advisers
Davis Selected Advisers
Arizona
$295M -$2.04M 2 1.29% Reduced
112
Two Sigma Advisers
Two Sigma Advisers
New York
$295M +$177M 19 1.13% Increased
113
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$291M -$4.15M 10 0.76% Reduced
114
STRS Ohio
STRS Ohio
Ohio
$287M -$17.4M 12 1.27% Reduced
115
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$283M +$13.5M 12 0.72% Increased
116
BlackRock Japan
BlackRock Japan
Japan
$279M +$13.9M 8 0.92% Increased
117
Fred Alger Management
Fred Alger Management
New York
$277M -$84.3M 5 1.51% Reduced
118
Sculptor Capital
Sculptor Capital
New York
$275M +$260M 5 1.92% Increased
119
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$271M +$164K 13 0.82% Increased
120
USAA
United Services Automobile Association
Texas
$267M -$45.6M 10 0.89% Reduced
121
JPCCM
J&P (China) Capital Management
China
$261M +$6.64M 1 78.14% Increased
122
First Trust Advisors
First Trust Advisors
Illinois
$256M +$29.5M 20 0.76% Increased
123
Axa
Axa
France
$253M -$89.3M 13 1.19% Reduced
124
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$251M +$4.76M 8 0.63% Increased
125
Los Angeles Capital Management
Los Angeles Capital Management
California
$249M +$99.1M 6 1.95% Increased