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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
176
GTP
Global Thematic Partners
New York
$160M +$31.6M 1 2.68% Increased
177
Glenview Capital Management
Glenview Capital Management
New York
$158M -$75.7M 2 0.78% Reduced
178
Adage Capital Partners
Adage Capital Partners
Massachusetts
$156M +$20.6M 3 0.43% Increased
179
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$156M +$7.96M 10 2.05% Increased
180
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$154M -$8.86M 1 6.58% Reduced
181
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$153M -$1.34M 8 0.64% Reduced
182
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$151M -$37.1M 9 0.32% Reduced
183
Renaissance Technologies
Renaissance Technologies
New York
$149M -$30.4M 13 0.36% Reduced
184
Stockbridge Partners
Stockbridge Partners
Massachusetts
$149M +$47.7M 1 8.44% Increased
185
Janus Henderson Group
Janus Henderson Group
$148M -$34.1M 6 1.31% Reduced
186
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$148M -$1.02M 11 3.65% Reduced
187
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$148M +$161K 6 1.12% Increased
188
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$147M +$20.8M 13 1.29% Increased
189
NFA
Nationwide Fund Advisors
Ohio
$147M -$2.56M 17 0.66% Reduced
190
MG
Meritage Group
California
$144M +$21.1M 1 3.26% Increased
191
CCM
Chieftain Capital Management
New York
$144M +$899K 1 7.28% Increased
192
SSM
Sound Shore Management
Connecticut
$142M +$882K 1 2.67% Increased
193
Todd Asset Management
Todd Asset Management
Kentucky
$142M +$8.85M 4 4.43% Increased
194
Canada Life
Canada Life
Manitoba, Canada
$140M +$418K 12 0.55% Increased
195
Aviva
Aviva
United Kingdom
$134M -$18.2M 9 1.11% Reduced
196
USSCPF
United States Steel & Carnegie Pension Fund
New York
$133M $0 2 2.95% Maintained
197
Baird Financial Group
Baird Financial Group
Wisconsin
$133M -$1.1M 11 1.41% Reduced
198
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$133M -$3.83M 6 4.38% Reduced
199
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$132M -$159M 5 0.54% Reduced
200
C WorldWide Group
C WorldWide Group
Denmark
$130M -$15.8M 1 2.19% Reduced