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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
SIG
Senator Investment Group
New York
$185M -$106M 1 2.46% Reduced
177
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$181M +$15.6M 3 0.58% Increased
178
Capital Guardian Trust
Capital Guardian Trust
California
$181M -$5.39M 6 3.14% Reduced
179
PAM
PSquared Asset Management
Switzerland
$180M +$11.5M 1 40.86% Increased
180
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$177M +$11.9M 8 1.09% Increased
181
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$175M +$6.56M 3 1.99% Increased
182
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$173M -$14.3M 4 4.4% Reduced
183
Point72 Asset Management
Point72 Asset Management
Connecticut
$172M +$75M 7 0.77% Increased
184
Stifel Financial
Stifel Financial
Missouri
$171M +$2.94M 17 0.59% Increased
185
QIM
Quantitative Investment Management
Virginia
$168M +$9.54M 9 1.92% Increased
186
FC
Fairpointe Capital
Illinois
$167M -$3.96M 1 3.3% Reduced
187
Brandes Investment Partners
Brandes Investment Partners
California
$160M -$90.5M 2 3.25% Reduced
188
TPCM
Tide Point Capital Management
Connecticut
$160M +$129M 3 8.22% Increased
189
Frontier Capital Management
Frontier Capital Management
Massachusetts
$159M -$307K 4 1.15% Reduced
190
Chevy Chase Trust
Chevy Chase Trust
Maryland
$159M +$181K 6 0.72% Increased
191
WIC
Water Island Capital
New York
$158M -$12.5M 1 7.47% Reduced
192
Empyrean Capital Partners
Empyrean Capital Partners
California
$158M +$131M 1 6.06% Increased
193
Wedge Capital Management
Wedge Capital Management
North Carolina
$157M -$26.1M 7 1.46% Reduced
194
ACM
Ashe Capital Management
New Jersey
$157M $0 1 13.01% Maintained
195
Aberdeen Group
Aberdeen Group
United Kingdom
$154M +$147M 6 0.28% New
196
TCW Group
TCW Group
California
$154M +$28.2M 5 1.22% Increased
197
Royce & Associates
Royce & Associates
New York
$154M -$773K 8 1.02% Reduced
198
SCCM
Schafer Cullen Capital Management
New York
$153M +$20.8M 5 1.85% Increased
199
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$153M -$4.19M 1 2.44% Reduced
200
SSM
Sound Shore Management
Connecticut
$153M -$5.05M 1 2.5% Reduced