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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
Canada Life
Canada Life
Manitoba, Canada
$154M +$5.09M 12 0.59% Increased
177
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$154M -$65.1M 17 0.75% Reduced
178
SSM
Sound Shore Management
Connecticut
$153M +$8.04M 1 2.78% Increased
179
Korea Investment Corp
Korea Investment Corp
South Korea
$150M +$26.3M 8 1.05% Increased
180
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$150M -$25.7M 7 0.63% Reduced
181
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$150M +$1.26M 1 6.09% Increased
182
SCCM
Schafer Cullen Capital Management
New York
$149M +$17.4M 4 1.77% Increased
183
Todd Asset Management
Todd Asset Management
Kentucky
$148M -$3.68M 5 4.5% Reduced
184
TCA
Taconic Capital Advisors
New York
$146M -$58.8M 2 4.77% Reduced
185
NFA
Nationwide Fund Advisors
Ohio
$145M -$6.83M 16 0.62% Reduced
186
VIP
Vantage Investment Partners
Missouri
$144M +$10.8M 2 22.88% Increased
187
GTP
Global Thematic Partners
New York
$142M -$39.6M 1 2.85% Reduced
188
Gotham Asset Management
Gotham Asset Management
New York
$141M +$55.8M 8 1.53% Increased
189
CIBC World Markets
CIBC World Markets
New York
$141M -$63.2M 3 2.87% Reduced
190
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$141M -$18.6M 12 3.75% Reduced
191
Chevy Chase Trust
Chevy Chase Trust
Maryland
$140M +$4.88M 6 0.82% Increased
192
Acadian Asset Management
Acadian Asset Management
Massachusetts
$139M -$41.4M 8 0.73% Reduced
193
Point72 Asset Management
Point72 Asset Management
Connecticut
$134M +$11.1M 9 1.1% Increased
194
H
Hexavest
Quebec, Canada
$134M +$9.77M 6 2.12% Increased
195
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$133M +$3.79M 1 2.67% Increased
196
USSCPF
United States Steel & Carnegie Pension Fund
New York
$132M $0 2 3.12% Maintained
197
CLM
ClearBridge LLC (Maryland)
Maryland
$132M +$41M 3 2.52% Increased
198
ACM
Ashe Capital Management
New Jersey
$131M +$1.65M 1 17.36% Increased
199
CCI
Columbus Circle Investors
$131M -$46.3M 2 1.05% Reduced
200
Edmond de Rothschild Asset Management (France)
Edmond de Rothschild Asset Management (France)
France
$130M -$13.7M 6 4.59% Reduced