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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
EIP
Easterly Investment Partners
Massachusetts
$260M +$259M 2 6.28% New
127
Temasek Holdings
Temasek Holdings
Singapore
$251M -$550K 2 1.74% Reduced
128
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$246M +$40.2M 11 0.77% Increased
129
Brandes Investment Partners
Brandes Investment Partners
California
$245M +$1.76M 3 5.69% Increased
130
Acadian Asset Management
Acadian Asset Management
Massachusetts
$244M -$8.5M 9 1.05% Reduced
131
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$241M -$2.99M 9 0.61% Reduced
132
Viking Global Investors
Viking Global Investors
Connecticut
$241M +$239M 1 1.38% New
133
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$237M +$123M 4 0.59% Increased
134
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$235M +$8.32M 3 2.22% Increased
135
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$234M -$40.1M 11 0.67% Reduced
136
Nomura Holdings
Nomura Holdings
Japan
$229M +$55.2M 11 0.97% Increased
137
Artemis Investment Management
Artemis Investment Management
United Kingdom
$222M -$41.8M 1 2.58% Reduced
138
ARK Investment Management
ARK Investment Management
Florida
$221M +$101M 4 6.33% Increased
139
Aberdeen Group
Aberdeen Group
United Kingdom
$218M +$3.6M 9 0.47% Increased
140
Pentwater Capital Management
Pentwater Capital Management
Florida
$214M -$712M 1 2.7% Reduced
141
CCM
Cantillon Capital Management
New York
$204M -$1.07M 1 2.17% Reduced
142
Robeco Schweiz
Robeco Schweiz
Switzerland
$204M -$51.5M 4 8.44% Reduced
143
Epoch Investment Partners
Epoch Investment Partners
New York
$199M -$10.3M 2 0.87% Reduced
144
Canada Life
Canada Life
Manitoba, Canada
$199M +$24.6M 13 0.53% Increased
145
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$195M -$12M 8 1.78% Reduced
146
DS
Dalal Street
Texas
$195M +$102K 1 73.48% Increased
147
TD Asset Management
TD Asset Management
Ontario, Canada
$194M -$37.5M 8 0.3% Reduced
148
Hamlin Capital Management
Hamlin Capital Management
New York
$193M -$5.24M 3 8.6% Reduced
149
Stifel Financial
Stifel Financial
Missouri
$192M -$4.7M 14 0.54% Reduced
150
Douglas Lane & Associates
Douglas Lane & Associates
New York
$192M +$706K 3 3.97% Increased