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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
Jane Street
Jane Street
New York
$236M -$135M 19 0.42% Reduced
127
STRS Ohio
STRS Ohio
Ohio
$236M -$45M 11 1.05% Reduced
128
HSBC Holdings
HSBC Holdings
United Kingdom
$233M -$65.9M 18 0.44% Reduced
129
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$226M -$12.2M 5 0.56% Reduced
130
GC
Greenlight Capital
New York
$226M -$122M 1 16.66% Reduced
131
Canada Life
Canada Life
Manitoba, Canada
$225M +$19.1M 15 0.51% Increased
132
Aberdeen Group
Aberdeen Group
United Kingdom
$223M -$10.7M 9 0.5% Reduced
133
Brandes Investment Partners
Brandes Investment Partners
California
$220M -$35.4M 3 4.91% Reduced
134
Stifel Financial
Stifel Financial
Missouri
$220M +$22.6M 19 0.57% Increased
135
Pentwater Capital Management
Pentwater Capital Management
Florida
$219M -$17.5M 1 2.35% Reduced
136
Two Sigma Advisers
Two Sigma Advisers
New York
$218M -$251M 14 0.54% Reduced
137
CCM
Cantillon Capital Management
New York
$218M -$4.31M 1 2.2% Reduced
138
American Securities
American Securities
New York
$217M $0 1 97.85% Maintained
139
Sculptor Capital
Sculptor Capital
New York
$212M -$135M 4 1.12% Reduced
140
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$209M +$105M 5 4.09% Increased
141
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$203M +$8.62M 18 0.78% Increased
142
Douglas Lane & Associates
Douglas Lane & Associates
New York
$203M +$2.24M 4 3.95% Increased
143
EIP
Easterly Investment Partners
Massachusetts
$201M -$66.7M 3 5.05% Reduced
144
Envestnet Asset Management
Envestnet Asset Management
Illinois
$199M +$17.9M 19 0.25% Increased
145
Alyeska Investment Group
Alyeska Investment Group
Illinois
$197M +$112M 6 2.54% Increased
146
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$197M +$29.7M 3 2.56% Increased
147
Robeco Schweiz
Robeco Schweiz
Switzerland
$196M -$12.2M 5 8.32% Reduced
148
SCA
Southpoint Capital Advisors
New York
$195M +$24.2M 1 7.37% Increased
149
Victory Capital Management
Victory Capital Management
Texas
$190M +$63.7M 11 0.38% Increased
150
Adage Capital Partners
Adage Capital Partners
Massachusetts
$190M +$51.2M 7 0.47% Increased