← All themes

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
RCP
Rho Capital Partners
New York
$839M -$24.2M 1 76.77% Reduced
102
Renaissance Technologies
Renaissance Technologies
New York
$837M -$245M 20 1.05% Reduced
103
Sands Capital Management
Sands Capital Management
Virginia
$835M +$47.1M 1 1.42% Increased
104
Sanders Capital
Sanders Capital
Florida
$827M +$25.2M 2 1.88% Increased
105
Korea Investment Corp
Korea Investment Corp
South Korea
$803M -$72.9M 13 2.3% Reduced
106
Brown Advisory
Brown Advisory
Maryland
$793M -$23.5M 10 1.2% Reduced
107
Eaton Vance Management
Eaton Vance Management
Massachusetts
$786M -$28.3M 31 1.06% Reduced
108
Two Sigma Advisers
Two Sigma Advisers
New York
$784M -$144M 14 2.07% Reduced
109
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$782M -$4.68M 16 1.59% Reduced
110
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$782M +$247M 17 2.28% Increased
111
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$757M -$9.11M 17 0.95% Reduced
112
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$749M -$2.42M 20 1.55% Reduced
113
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$746M -$9.64M 16 2.66% Reduced
114
PCM
Primavera Capital Management
Cayman Islands
$722M -$43.6M 1 34.84% Reduced
115
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$716M -$189M 1 2.04% Reduced
116
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$713M -$109M 2 4.66% Reduced
117
Canada Life
Canada Life
Manitoba, Canada
$712M +$6.89M 21 1.62% Increased
118
Fred Alger Management
Fred Alger Management
New York
$696M -$22.7M 6 1.64% Reduced
119
ProShare Advisors
ProShare Advisors
Maryland
$693M -$31.6M 22 2.03% Reduced
120
VOYA Investment Management
VOYA Investment Management
Georgia
$687M +$3.34M 32 1.33% Increased
121
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$676M +$13.9M 3 2.57% Increased
122
TD Asset Management
TD Asset Management
Ontario, Canada
$670M +$131M 11 0.68% Increased
123
Ninety One (UK)
Ninety One (UK)
United Kingdom
$660M -$7.85M 3 1.71% Reduced
124
Russell Investments Group
Russell Investments Group
United Kingdom
$659M -$70.4M 22 1.1% Reduced
125
Natixis
Natixis
France
$644M -$105M 11 2.81% Reduced