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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
Lyrical Asset Management
Lyrical Asset Management
New York
$171M -$4.84M 1 3.35% Reduced
152
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$170M +$16.2M 7 0.73% Increased
153
AL
AJO LP
Pennsylvania
$168M -$8.45M 5 0.72% Reduced
154
CLM
ClearBridge LLC (Maryland)
Maryland
$167M -$1.91M 3 3.17% Reduced
155
Rockefeller Financial Services
Rockefeller Financial Services
New York
$166M +$50M 5 3.47% Increased
156
Dodge & Cox
Dodge & Cox
California
$166M $0 1 0.16% Maintained
157
Stifel Financial
Stifel Financial
Missouri
$163M -$4.16M 14 0.73% Reduced
158
PGGM Investments
PGGM Investments
Netherlands
$162M +$30.4M 4 0.81% Increased
159
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$161M +$7.65M 12 2.03% Increased
160
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$160M +$9.39M 4 3.93% Increased
161
Korea Investment Corp
Korea Investment Corp
South Korea
$160M -$40.8M 5 0.85% Reduced
162
GGHC
Gilder Gagnon Howe & Co
New York
$157M -$8.8M 1 2.7% Reduced
163
Aperio Group
Aperio Group
California
$154M +$7.45M 19 1.11% Increased
164
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$153M -$20.6M 9 0.74% Reduced
165
Natixis
Natixis
France
$152M +$87.6M 4 1.76% Increased
166
Epoch Investment Partners
Epoch Investment Partners
New York
$151M +$3.22M 1 0.56% Increased
167
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$151M +$28.6M 1 2.78% Increased
168
JSP
Jackson Square Partners
California
$150M +$3.8M 1 0.67% Increased
169
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$150M -$17M 7 0.58% Reduced
170
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$147M +$29.7M 13 1.2% Increased
171
TPI
Tesco Pension Investment
United Kingdom
$147M +$139M 1 3.85% New
172
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$147M +$12.7M 1 0.91% Increased
173
DSM Capital Partners
DSM Capital Partners
Florida
$145M -$15.7M 1 2.34% Reduced
174
Todd Asset Management
Todd Asset Management
Kentucky
$144M +$7.32M 6 4.35% Increased
175
Los Angeles Capital Management
Los Angeles Capital Management
California
$142M +$101M 7 1.19% Increased