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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
SEI Investments
SEI Investments
Pennsylvania
$132M -$14.9M 18 0.79% Reduced
177
CLM
ClearBridge LLC (Maryland)
Maryland
$132M +$139K 3 2.63% Increased
178
Stockbridge Partners
Stockbridge Partners
Massachusetts
$131M +$5.26M 1 6.87% Increased
179
Chevy Chase Trust
Chevy Chase Trust
Maryland
$129M +$2.3M 5 0.72% Increased
180
CI Investments Inc
CI Investments Inc
Ontario, Canada
$129M +$18.5M 3 1.47% Increased
181
Victory Capital Management
Victory Capital Management
Texas
$129M -$62.9M 12 0.52% Reduced
182
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$129M -$19.6M 11 1.69% Reduced
183
BB&T Securities
BB&T Securities
Virginia
$127M +$18.9M 7 1.97% Increased
184
DSM Capital Partners
DSM Capital Partners
Florida
$126M -$8.81M 1 2.17% Reduced
185
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$124M -$8.68M 1 5.81% Reduced
186
PGGM Investments
PGGM Investments
Netherlands
$122M +$45.1M 4 0.62% Increased
187
ACM
Ashe Capital Management
New Jersey
$121M +$7.94M 1 14.2% Increased
188
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$119M -$18.7M 6 0.93% Reduced
189
Första AP-fonden
Första AP-fonden
Sweden
$119M +$123M 2 3.46% New
190
NIMC
NWQ Investment Management Company
California
$119M -$49.2M 3 2.04% Reduced
191
VM
Valinor Management
New York
$117M -$27.1M 1 3.89% Reduced
192
SCCM
Schafer Cullen Capital Management
New York
$116M -$22.1M 4 1.41% Reduced
193
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ)
Florida
$114M -$13.6M 4 2.3% Reduced
194
Artemis Investment Management
Artemis Investment Management
United Kingdom
$113M +$15.9M 2 3.07% Increased
195
Institutional Capital
Institutional Capital
Illinois
$112M +$59.2M 2 1.37% Increased
196
Todd Asset Management
Todd Asset Management
Kentucky
$110M -$24.1M 5 3.52% Reduced
197
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$108M -$197K 1 2.04% Reduced
198
Rockefeller Financial Services
Rockefeller Financial Services
New York
$105M -$352K 5 2.09% Reduced
199
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$103M -$313K 1 2.28% Reduced
200
GTP
Global Thematic Partners
New York
$100M -$12.3M 1 2.49% Reduced