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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
Alyeska Investment Group
Alyeska Investment Group
Illinois
$150M -$62M 5 1.64% Reduced
177
M&T Bank
M&T Bank
New York
$148M -$8.43M 12 0.74% Reduced
178
Ruffer LLP
Ruffer LLP
United Kingdom
$148M -$6.5M 2 4.89% Reduced
179
Artemis Investment Management
Artemis Investment Management
United Kingdom
$147M -$52.5M 1 1.64% Reduced
180
GGHC
Gilder Gagnon Howe & Co
New York
$145M +$10.3M 1 1.48% Increased
181
Baird Financial Group
Baird Financial Group
Wisconsin
$145M +$56M 12 0.91% Increased
182
VOYA Investment Management
VOYA Investment Management
Georgia
$143M -$29.4M 15 0.29% Reduced
183
Aviva
Aviva
United Kingdom
$143M +$1.34M 8 0.78% Increased
184
PGGM Investments
PGGM Investments
Netherlands
$141M -$13M 4 0.75% Reduced
185
Farallon Capital Management
Farallon Capital Management
California
$141M -$98.2M 1 0.83% Reduced
186
Point72 Asset Management
Point72 Asset Management
Connecticut
$140M +$81M 10 0.58% Increased
187
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$139M +$150M 2 1.99% New
188
Korea Investment Corp
Korea Investment Corp
South Korea
$138M -$13.3M 8 0.64% Reduced
189
ABC
Anchor Bolt Capital
Illinois
$138M -$93M 4 6.86% Reduced
190
Natixis Advisors
Natixis Advisors
Massachusetts
$137M -$15.1M 11 1.2% Reduced
191
BOI
Bank of Italy
Italy
$135M $0 1 6.92% Maintained
192
Chevy Chase Trust
Chevy Chase Trust
Maryland
$133M -$1.61M 6 0.55% Reduced
193
Confluence Investment Management
Confluence Investment Management
Missouri
$132M +$109M 3 2.26% Increased
194
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$132M -$2.75M 10 0.41% Reduced
195
Marshall Wace
Marshall Wace
United Kingdom
$132M +$75.9M 8 1.12% Increased
196
Nordea Investment Management
Nordea Investment Management
Sweden
$132M +$95.1M 11 0.27% Increased
197
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$131M +$38.5M 6 3.65% Increased
198
Glenmede Trust
Glenmede Trust
Pennsylvania
$131M -$2.67M 13 0.52% Reduced
199
Gabelli Funds
Gabelli Funds
New York
$129M -$2.88M 9 0.74% Reduced
200
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$129M +$47.4M 8 0.81% Increased