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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
$367M -$10.3M 2 1.61% Reduced
102
Citadel Advisors
Citadel Advisors
Florida
$365M -$50.5M 17 0.31% Reduced
103
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$362M +$37.1M 14 0.83% Increased
104
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$351M +$42.7M 13 0.99% Increased
105
Two Sigma Investments
Two Sigma Investments
New York
$349M +$117M 12 1.26% Increased
106
Sterling Capital Management
Sterling Capital Management
North Carolina
$340M +$10.1M 12 3.28% Increased
107
Sanders Capital
Sanders Capital
Florida
$336M -$185M 3 2.16% Reduced
108
Federated Hermes
Federated Hermes
Pennsylvania
$333M -$123M 16 0.96% Reduced
109
ACPU
Arrowgrass Capital Partners (US)
Delaware
$329M -$151M 7 2.5% Reduced
110
UBS O'Connor
UBS O'Connor
Illinois
$325M +$3.72M 4 5.32% Increased
111
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$314M -$10.2M 20 0.95% Reduced
112
STRS Ohio
STRS Ohio
Ohio
$312M -$17.1M 12 1.39% Reduced
113
Magnetar Financial
Magnetar Financial
Illinois
$305M +$56.9M 6 4.68% Increased
114
HSBC Holdings
HSBC Holdings
United Kingdom
$305M -$225M 14 0.56% Reduced
115
First Trust Advisors
First Trust Advisors
Illinois
$297M +$59.6M 18 0.79% Increased
116
Putnam Investments
Putnam Investments
Massachusetts
$297M +$50.2M 6 0.69% Increased
117
Third Point
Third Point
New York
$296M +$289M 1 2.62% New
118
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$290M +$54.2M 9 0.94% Increased
119
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$287M -$9.78M 10 0.73% Reduced
120
LCS
Levin Capital Strategies
New York
$281M +$44.9M 5 4.9% Increased
121
JPCCM
J&P (China) Capital Management
China
$280M $0 1 58.99% Maintained
122
Acadian Asset Management
Acadian Asset Management
Massachusetts
$273M -$50.4M 8 1.24% Reduced
123
Guggenheim Capital
Guggenheim Capital
Illinois
$267M -$390K 17 0.71% Reduced
124
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$266M -$255K 21 0.29% Reduced
125
Glenview Capital Management
Glenview Capital Management
New York
$265M +$139M 2 1.72% Increased