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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
Sterling Capital Management
Sterling Capital Management
North Carolina
$174M +$72M 8 1.58% Increased
152
AL
AJO LP
Pennsylvania
$174M +$6.95M 6 0.75% Increased
153
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$173M -$19.7M 7 0.7% Reduced
154
Frontier Capital Management
Frontier Capital Management
Massachusetts
$172M -$17.6M 5 1.37% Reduced
155
Two Sigma Investments
Two Sigma Investments
New York
$171M -$147M 11 0.82% Reduced
156
Balyasny Asset Management
Balyasny Asset Management
Illinois
$170M +$97.5M 10 1.01% Increased
157
Stifel Financial
Stifel Financial
Missouri
$167M -$10.6M 14 0.89% Reduced
158
TD Asset Management
TD Asset Management
Ontario, Canada
$167M +$44M 9 0.31% Increased
159
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$164M +$11.8M 11 2.13% Increased
160
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$163M +$19.8M 8 0.73% Increased
161
Lyrical Asset Management
Lyrical Asset Management
New York
$162M +$32.4M 1 3.52% Increased
162
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$159M -$16.5M 8 0.91% Reduced
163
SEI Investments
SEI Investments
Pennsylvania
$158M +$5.06M 17 0.98% Increased
164
Dodge & Cox
Dodge & Cox
California
$157M $0 1 0.15% Maintained
165
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$157M -$17.2M 13 1.06% Reduced
166
Fidelity International
Fidelity International
Bermuda
$155M -$71.7M 7 0.48% Reduced
167
FC
Fairpointe Capital
Illinois
$155M -$47.5M 2 3.21% Reduced
168
Aviva
Aviva
United Kingdom
$155M +$2.73M 9 1.15% Increased
169
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$153M -$50.2M 6 1.22% Reduced
170
Acadian Asset Management
Acadian Asset Management
Massachusetts
$153M +$16.7M 7 0.77% Increased
171
GGHC
Gilder Gagnon Howe & Co
New York
$150M -$6.3M 2 2.95% Reduced
172
Todd Asset Management
Todd Asset Management
Kentucky
$150M +$13.6M 6 4.46% Increased
173
NFA
Nationwide Fund Advisors
Ohio
$148M +$1.44M 17 0.65% Increased
174
Natixis
Natixis
France
$148M +$120M 4 2.48% Increased
175
VM
Valinor Management
New York
$147M +$19.9M 1 4.23% Increased