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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
Janus Henderson Group
Janus Henderson Group
$166M -$70.1M 8 1.22% Reduced
177
MP
Manikay Partners
New York
$164M +$166M 1 8.64% New
178
Stifel Financial
Stifel Financial
Missouri
$164M -$4.89M 14 0.69% Reduced
179
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$163M +$31.9M 5 0.6% Increased
180
Natixis
Natixis
France
$162M -$174K 4 1.67% Reduced
181
PGGM Investments
PGGM Investments
Netherlands
$161M -$5.06M 4 0.82% Reduced
182
Institutional Capital
Institutional Capital
Illinois
$157M -$35.4M 2 2.33% Reduced
183
AQR Arbitrage
AQR Arbitrage
Connecticut
$156M +$158M 2 1.62% New
184
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$154M -$7.24M 12 1.96% Reduced
185
Epoch Investment Partners
Epoch Investment Partners
New York
$153M -$1.45M 2 0.57% Reduced
186
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$152M -$1.29M 4 4.4% Reduced
187
GGHC
Gilder Gagnon Howe & Co
New York
$151M -$12.2M 1 2.99% Reduced
188
Aperio Group
Aperio Group
California
$149M -$9.5M 19 1.14% Reduced
189
FC
Fairpointe Capital
Illinois
$147M +$7.09M 2 2.97% Increased
190
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$147M +$2.3M 13 1.17% Increased
191
Westfield Capital Management
Westfield Capital Management
Massachusetts
$146M +$45.7M 2 1.28% Increased
192
VOYA Investment Management
VOYA Investment Management
Georgia
$144M +$47.2M 14 0.34% Increased
193
ARGA Investment Management
ARGA Investment Management
Connecticut
$143M +$1.04M 2 31.98% Increased
194
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$143M -$9.88M 2 0.75% Reduced
195
BB&T Securities
BB&T Securities
Virginia
$142M +$2.34M 8 2.06% Increased
196
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$141M +$10.4M 8 1.02% Increased
197
SSM
Sound Shore Management
Connecticut
$141M -$50M 1 2.42% Reduced
198
Stockbridge Partners
Stockbridge Partners
Massachusetts
$139M -$3.17M 1 6.74% Reduced
199
TCA
Taconic Capital Advisors
New York
$138M +$140M 1 19.14% New
200
Chevy Chase Trust
Chevy Chase Trust
Maryland
$138M -$799K 6 0.73% Reduced