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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
Soros Fund Management
Soros Fund Management
New York
$264M +$136M 5 2.24% Increased
127
Winslow Capital Management
Winslow Capital Management
Minnesota
$262M -$131M 1 0.77% Reduced
128
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$256M +$79.4M 9 2.23% Increased
129
TP
Tesuji Partners
New Jersey
$246M +$66.6M 1 19.98% Increased
130
WBC
Westpac Banking Corp
Australia
$246M +$15.5M 9 2.81% Increased
131
NFA
Nationwide Fund Advisors
Ohio
$245M +$9.33M 15 1.02% Increased
132
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$242M -$367M 11 1.31% Reduced
133
GE
General Electric
Ohio
$240M -$23.9M 3 1.13% Reduced
134
Brandes Investment Partners
Brandes Investment Partners
California
$234M +$446K 2 2.89% Increased
135
CGM
Capital Growth Management
Massachusetts
$233M +$1.2M 4 6.03% Increased
136
Axiom Investors
Axiom Investors
Connecticut
$231M +$61.3M 4 6.19% Increased
137
Lazard Asset Management
Lazard Asset Management
New York
$231M +$16.7M 8 0.51% Increased
138
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$228M +$9.99M 10 1.15% Increased
139
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$225M +$4.23M 7 0.86% Increased
140
AQR Capital Management
AQR Capital Management
Connecticut
$225M +$59.1M 12 0.67% Increased
141
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$224M +$2.1M 4 0.85% Increased
142
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$224M +$77.9M 10 0.81% Increased
143
AL
AJO LP
Pennsylvania
$222M +$151M 2 0.97% Increased
144
First Trust Advisors
First Trust Advisors
Illinois
$217M +$41.7M 15 1.05% Increased
145
Corvex Management
Corvex Management
New York
$214M +$198M 1 4.43% New
146
H
Hexavest
Quebec, Canada
$211M -$641K 6 3.24% Reduced
147
BlackRock Japan
BlackRock Japan
Japan
$209M +$5.56M 9 0.93% Increased
148
Moore Capital Management
Moore Capital Management
New York
$205M +$152M 4 3.21% Increased
149
Soroban Capital Partners
Soroban Capital Partners
New York
$200M +$30.1M 1 1.73% Increased
150
Swiss National Bank
Swiss National Bank
Switzerland
$197M +$6.67M 12 0.77% Increased