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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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$238M -$750K 9 0.6% Reduced
127
Two Sigma Advisers
Two Sigma Advisers
New York
$238M +$32.8M 11 0.58% Increased
128
GC
Greenlight Capital
New York
$231M +$11.3M 1 16.6% Increased
129
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$226M -$21.9M 21 0.4% Reduced
130
STRS Ohio
STRS Ohio
Ohio
$225M -$15.2M 12 0.99% Reduced
131
CCM
Cantillon Capital Management
New York
$222M -$827K 1 2.15% Reduced
132
Sculptor Capital
Sculptor Capital
New York
$218M -$15.5M 4 2.35% Reduced
133
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$217M +$15.5M 17 0.79% Increased
134
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$212M +$5.11M 3 2.77% Increased
135
American Securities
American Securities
New York
$210M $0 1 100% Maintained
136
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$209M -$67.2M 8 1.45% Reduced
137
Adage Capital Partners
Adage Capital Partners
Massachusetts
$209M +$23.1M 6 0.51% Increased
138
Brandes Investment Partners
Brandes Investment Partners
California
$206M -$27.3M 3 5.31% Reduced
139
Douglas Lane & Associates
Douglas Lane & Associates
New York
$203M -$205K 4 4.04% Reduced
140
Envestnet Asset Management
Envestnet Asset Management
Illinois
$202M +$6.79M 20 0.22% Increased
141
Canada Life
Canada Life
Manitoba, Canada
$197M -$27.6M 8 0.47% Reduced
142
SCA
Southpoint Capital Advisors
New York
$196M -$20.4M 1 7.42% Reduced
143
Stifel Financial
Stifel Financial
Missouri
$196M -$19.3M 17 0.5% Reduced
144
SG Americas Securities
SG Americas Securities
New York
$195M -$75.2M 19 1.6% Reduced
145
William Blair Investment Management
William Blair Investment Management
Illinois
$195M -$54.5M 4 0.83% Reduced
146
Capital International Investors
Capital International Investors
California
$194M -$269M 3 0.07% Reduced
147
Cambiar Investors
Cambiar Investors
Colorado
$187M -$21.9M 2 5.99% Reduced
148
Epoch Investment Partners
Epoch Investment Partners
New York
$184M -$5.56M 1 0.84% Reduced
149
Artemis Investment Management
Artemis Investment Management
United Kingdom
$179M +$37.7M 2 2.45% Increased
150
Nomura Holdings
Nomura Holdings
Japan
$175M +$1.45M 7 0.66% Increased