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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
BRC
Blue Ridge Capital
New York
$166M -$38.3M 1 2.16% Reduced
177
AQR Arbitrage
AQR Arbitrage
Connecticut
$165M -$280K 1 1.86% Reduced
178
TAL
TIG Advisors LLC
New York
$165M -$15.3M 1 14.24% Reduced
179
OP
Oldfield Partners
United Kingdom
$164M -$47.6M 1 14.85% Reduced
180
I.G. Investment Management
I.G. Investment Management
Manitoba, Canada
$163M +$4.79M 2 0.83% Increased
181
PGGM Investments
PGGM Investments
Netherlands
$161M -$10.2M 4 0.83% Reduced
182
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$161M +$56.3M 11 0.42% Increased
183
Dodge & Cox
Dodge & Cox
California
$159M -$15.4M 1 0.13% Reduced
184
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$158M -$14.1M 12 1.99% Reduced
185
Stifel Financial
Stifel Financial
Missouri
$157M -$16.7M 15 0.61% Reduced
186
BB&T Securities
BB&T Securities
Virginia
$156M +$5.2M 10 2.13% Increased
187
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$156M +$16.6M 10 0.73% Increased
188
TCA
Taconic Capital Advisors
New York
$155M +$9.1M 1 17.24% Increased
189
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$155M -$994K 13 1.18% Reduced
190
Todd Asset Management
Todd Asset Management
Kentucky
$151M -$3.02M 6 4.35% Reduced
191
FC
Fairpointe Capital
Illinois
$151M +$2.22M 2 2.93% Increased
192
Frontier Capital Management
Frontier Capital Management
Massachusetts
$151M -$52.3M 4 1.11% Reduced
193
KBC Group
KBC Group
Belgium
$149M +$43.2M 11 1.35% Increased
194
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$149M -$5.22M 8 1.06% Reduced
195
CI
Cowen Inc
New York
$145M -$91.9M 1 6.99% Reduced
196
CI Investments Inc
CI Investments Inc
Ontario, Canada
$145M -$42.3M 2 1.64% Reduced
197
Royce & Associates
Royce & Associates
New York
$145M +$4.47M 7 0.95% Increased
198
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$144M +$39.8M 13 0.62% Increased
199
Chevy Chase Trust
Chevy Chase Trust
Maryland
$144M +$697K 6 0.7% Increased
200
ACM
Ashe Capital Management
New Jersey
$143M -$8.38M 1 12.59% Reduced