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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
Davis Selected Advisers
Davis Selected Advisers
Arizona
$349M -$657K 2 1.5% Reduced
102
ABC
Anchor Bolt Capital
Illinois
$336M +$85.5M 4 11.28% Increased
103
YCMGA
York Capital Management Global Advisors
New York
$330M -$28.1M 1 7.95% Reduced
104
Sterling Capital Management
Sterling Capital Management
North Carolina
$329M +$2.34M 13 3.1% Increased
105
Acadian Asset Management
Acadian Asset Management
Massachusetts
$324M -$25.1M 12 1.49% Reduced
106
STRS Ohio
STRS Ohio
Ohio
$315M +$4.19M 11 1.36% Increased
107
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$313M +$10.8M 12 0.73% Increased
108
UBS O'Connor
UBS O'Connor
Illinois
$310M +$104M 6 5.23% Increased
109
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$308M +$110M 18 0.81% Increased
110
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$295M -$6.45M 10 0.75% Reduced
111
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$292M -$1.51M 13 0.84% Reduced
112
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$290M +$71M 5 1.64% Increased
113
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$280M +$20.9M 6 0.84% Increased
114
IIM
Ivory Investment Management
New York
$276M +$204M 2 9.75% Increased
115
Guggenheim Capital
Guggenheim Capital
Illinois
$264M +$7.44M 17 0.72% Increased
116
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$262M -$38.6M 21 0.29% Reduced
117
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$261M -$2.05M 8 0.65% Reduced
118
USAA
United Services Automobile Association
Texas
$258M -$23.8M 9 0.81% Reduced
119
Capital Guardian Trust
Capital Guardian Trust
California
$257M -$4.94M 10 1.92% Reduced
120
Hamlin Capital Management
Hamlin Capital Management
New York
$255M +$23.5M 3 10.78% Increased
121
Artisan Partners
Artisan Partners
Wisconsin
$248M +$5.47M 1 0.49% Increased
122
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$248M -$81M 15 0.13% Reduced
123
AAM
Alpine Associates Management
Florida
$243M -$6.93M 1 6.76% Reduced
124
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$241M +$30.4M 4 0.51% Increased
125
Putnam Investments
Putnam Investments
Massachusetts
$234M -$13M 7 0.55% Reduced