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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
Westfield Capital Management
Westfield Capital Management
Massachusetts
$239M -$5.8M 2 1.7% Reduced
127
William Blair Investment Management
William Blair Investment Management
Illinois
$239M +$252M 3 0.49% New
128
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$239M -$55.3M 6 1.85% Reduced
129
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$237M -$9.35M 10 0.92% Reduced
130
Raymond James & Associates
Raymond James & Associates
Florida
$236M -$36.8M 16 0.96% Reduced
131
OP
Oldfield Partners
United Kingdom
$228M -$297K 1 16.36% Reduced
132
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$226M +$6.56M 14 0.77% Increased
133
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$226M +$1.29M 11 0.88% Increased
134
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$219M +$2.82M 3 14.54% Increased
135
CI Investments Inc
CI Investments Inc
Ontario, Canada
$211M -$15.2M 3 2.75% Reduced
136
BlackRock Japan
BlackRock Japan
Japan
$211M -$7.1M 11 0.85% Reduced
137
YCMGA
York Capital Management Global Advisors
New York
$211M -$197M 1 2.81% Reduced
138
GE
General Electric
Ohio
$210M +$35.3M 4 0.5% Increased
139
Viking Global Investors
Viking Global Investors
Connecticut
$209M +$101M 1 0.8% Increased
140
Capital Guardian Trust
Capital Guardian Trust
California
$209M +$4.2M 9 1.69% Increased
141
CAM
Coronation Asset Management
South Africa
$205M -$16M 1 10.98% Reduced
142
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$205M +$44.6M 20 0.51% Increased
143
FC
Fairpointe Capital
Illinois
$204M +$593K 2 3.48% Increased
144
Guggenheim Capital
Guggenheim Capital
Illinois
$203M -$23.3M 18 0.62% Reduced
145
Dodge & Cox
Dodge & Cox
California
$202M -$25.6K 1 0.2% Reduced
146
Winslow Capital Management
Winslow Capital Management
Minnesota
$200M +$133M 1 0.73% Increased
147
MVP
Miller Value Partners
Florida
$200M +$3.65M 3 5.73% Increased
148
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$198M +$8.8M 4 5.63% Increased
149
NIMC
NWQ Investment Management Company
California
$192M -$3.47M 2 2.95% Reduced
150
Gates Foundation Trust
Gates Foundation Trust
Washington
$187M -$47.9M 1 1.09% Reduced