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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
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$179M +$70M 10 1.15% Increased
152
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$177M -$20.8M 12 1.8% Reduced
153
Balyasny Asset Management
Balyasny Asset Management
Illinois
$176M +$91.7M 9 1.53% Increased
154
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$176M -$5.66M 13 2.09% Reduced
155
Stifel Financial
Stifel Financial
Missouri
$175M +$7.79M 19 0.4% Increased
156
Ruffer LLP
Ruffer LLP
United Kingdom
$173M +$108M 2 6.69% Increased
157
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$172M -$13.7M 8 1.16% Reduced
158
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$172M +$118M 3 6.73% New
159
NSLI
Nan Shan Life Insurance
Taiwan
$171M +$36.5M 6 5.18% Increased
160
Asset Management One
Asset Management One
Japan
$169M +$1.83M 10 0.83% Increased
161
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$168M -$18.2M 8 1.25% Reduced
162
American Securities
American Securities
New York
$165M $0 1 100% Maintained
163
Baird Financial Group
Baird Financial Group
Wisconsin
$163M +$5.59M 12 0.61% Increased
164
GA
Greenhaven Associates
New York
$160M -$254M 1 3.54% Reduced
165
Robeco Schweiz
Robeco Schweiz
Switzerland
$159M -$23.5M 3 5.71% Reduced
166
LPL Financial
LPL Financial
California
$158M +$11.4M 23 0.28% Increased
167
Epoch Investment Partners
Epoch Investment Partners
New York
$157M +$20.1M 2 0.81% Increased
168
EIM
Elephas Investment Management
Hong Kong
$156M +$88.8M 3 67.62% Increased
169
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$155M -$64.3M 13 0.28% Reduced
170
AMF Tjänstepension
AMF Tjänstepension
Sweden
$155M +$44.5M 3 1.6% Increased
171
Glazer Capital LLC
Glazer Capital LLC
New York
$155M +$19.3M 5 10.95% Increased
172
PointState Capital
PointState Capital
New York
$155M +$128M 2 4.66% Increased
173
USS Investment Management
USS Investment Management
United Kingdom
$155M -$20.5M 7 1.61% Reduced
174
ProShare Advisors
ProShare Advisors
Maryland
$152M +$20.1M 11 0.81% Increased
175
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$150M +$86.3M 6 0.52% Increased