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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
Generation Investment Management
Generation Investment Management
United Kingdom
$169M +$177M 1 1.96% New
152
Two Sigma Investments
Two Sigma Investments
New York
$168M +$2.36M 11 0.72% Increased
153
Aviva
Aviva
United Kingdom
$163M +$23.1M 9 1.12% Increased
154
Two Sigma Advisers
Two Sigma Advisers
New York
$162M -$58.5M 14 0.82% Reduced
155
Lyrical Asset Management
Lyrical Asset Management
New York
$160M +$5.61M 1 3.34% Increased
156
AL
AJO LP
Pennsylvania
$157M +$1.64M 5 0.7% Increased
157
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$154M +$7.43M 9 0.78% Increased
158
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$154M +$27.5M 5 0.57% Increased
159
Stifel Financial
Stifel Financial
Missouri
$154M -$4.93M 15 0.71% Reduced
160
NFA
Nationwide Fund Advisors
Ohio
$153M +$10.9M 18 0.66% Increased
161
TCM
Tran Capital Management
California
$151M -$19.5M 1 5.13% Reduced
162
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$151M -$13.8M 7 0.6% Reduced
163
SSM
Sound Shore Management
Connecticut
$149M -$6.64M 1 2.74% Reduced
164
Appaloosa LP
Appaloosa LP
New Jersey
$149M -$34.1M 2 3.92% Reduced
165
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$149M -$69.2M 19 0.67% Reduced
166
CCI
Columbus Circle Investors
$147M +$35M 3 1.48% Increased
167
Dodge & Cox
Dodge & Cox
California
$146M $0 1 0.14% Maintained
168
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$143M +$3.51M 13 0.98% Increased
169
FC
Fairpointe Capital
Illinois
$142M +$11.3M 2 3.21% Increased
170
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$140M +$147M 1 0.88% New
171
USSCPF
United States Steel & Carnegie Pension Fund
New York
$138M $0 2 3.19% Maintained
172
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$136M -$13.9M 7 0.62% Reduced
173
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$135M +$3.93M 4 3.2% Increased
174
Aperio Group
Aperio Group
California
$135M +$9.34M 19 1.05% Increased
175
Epoch Investment Partners
Epoch Investment Partners
New York
$135M +$2.69M 1 0.5% Increased