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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
126
Adage Capital Partners
Adage Capital Partners
Massachusetts
$241M -$7.45M 5 0.69% Reduced
127
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$237M +$8.93M 19 0.64% Increased
128
Baupost Group
Baupost Group
Massachusetts
$235M -$545M 1 6.72% Reduced
129
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$231M -$42.1M 1 7.8% Reduced
130
OP
Oldfield Partners
United Kingdom
$229M +$101M 1 11.73% Increased
131
CGM
Capital Growth Management
Massachusetts
$223M -$30.5M 4 6% Reduced
132
NFA
Nationwide Fund Advisors
Ohio
$220M -$16.2M 16 0.99% Reduced
133
STRS Ohio
STRS Ohio
Ohio
$219M +$5.47M 11 0.97% Increased
134
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$218M +$5.79M 7 0.9% Increased
135
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$217M +$14M 4 0.88% Increased
136
Renaissance Technologies
Renaissance Technologies
New York
$213M +$113M 12 0.52% Increased
137
Cambiar Investors
Cambiar Investors
Colorado
$209M -$51.9M 2 3.42% Reduced
138
H
Hexavest
Quebec, Canada
$209M +$9.77M 6 3.13% Increased
139
SG Americas Securities
SG Americas Securities
New York
$208M +$99.7M 16 0.85% Increased
140
Guggenheim Capital
Guggenheim Capital
Illinois
$207M +$15.4M 17 0.74% Increased
141
Brandes Investment Partners
Brandes Investment Partners
California
$206M +$10.8M 2 2.66% Increased
142
WCMNY
Westchester Capital Management (New York)
New York
$205M +$848K 2 3.7% Increased
143
Gabelli Funds
Gabelli Funds
New York
$205M -$3.52M 8 1.17% Reduced
144
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$205M -$3.6M 3 0.83% Reduced
145
BlackRock Japan
BlackRock Japan
Japan
$203M -$21.7M 9 0.97% Reduced
146
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$202M -$28.3M 5 1.49% Reduced
147
Balyasny Asset Management
Balyasny Asset Management
Illinois
$197M +$118M 7 2.66% Increased
148
Lazard Asset Management
Lazard Asset Management
New York
$196M -$23.7M 8 0.47% Reduced
149
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$194M -$1.62M 7 0.98% Reduced
150
WBC
Westpac Banking Corp
Australia
$192M -$1.26M 9 2.4% Reduced