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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
151
STRS Ohio
STRS Ohio
Ohio
$192M +$27.6M 11 0.86% Increased
152
Swiss National Bank
Swiss National Bank
Switzerland
$190M -$7.01M 12 0.75% Reduced
153
NFA
Nationwide Fund Advisors
Ohio
$187M -$55.9M 12 0.86% Reduced
154
MTB
Mizuho Trust & Banking
Japan
$184M +$38.3M 5 0.69% Increased
155
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$183M -$60.2M 3 0.72% Reduced
156
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$183M +$134M 4 10.67% Increased
157
RIM
Rainier Investment Management
Washington
$182M -$11M 2 2.17% Reduced
158
Gabelli Funds
Gabelli Funds
New York
$179M +$2.3M 8 0.93% Increased
159
FTCM
Fir Tree Capital Management
New York
$178M +$26.7M 1 1.99% Increased
160
Victory Capital Management
Victory Capital Management
Texas
$177M -$138M 4 1.2% Reduced
161
VIP
Vantage Investment Partners
Missouri
$172M +$48.8K 2 54.82% Increased
162
HI
Honeywell International
North Carolina
$168M +$49.2M 6 4.05% Increased
163
Veritas Asset Management
Veritas Asset Management
United Kingdom
$168M -$3.08M 1 2.98% Reduced
164
Douglas C. Lane & Associates
Douglas C. Lane & Associates
New York
$167M +$12.8M 4 5.37% Increased
165
OP
Oldfield Partners
United Kingdom
$167M -$8.74M 1 7.99% Reduced
166
CGM
Capital Growth Management
Massachusetts
$167M -$102M 3 4.48% Reduced
167
VM
Valinor Management
New York
$167M +$50M 2 5.11% Increased
168
Credit Agricole
Credit Agricole
France
$166M -$14.6M 10 0.67% Reduced
169
Millennium Management
Millennium Management
New York
$165M +$48.1M 16 0.48% Increased
170
MP
MSD Partners
New York
$165M +$37M 2 6.28% Increased
171
PCM
Pennant Capital Management
New Jersey
$163M -$12.6M 1 2.77% Reduced
172
SSM
Sound Shore Management
Connecticut
$155M +$5.21M 1 2.67% Increased
173
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$153M -$842K 11 1.8% Reduced
174
Baupost Group
Baupost Group
Massachusetts
$152M -$121M 1 3.68% Reduced
175
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$150M +$112M 4 1.8% Increased