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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
National Pension Service
National Pension Service
South Korea
$140M +$8.42M 4 0.47% Increased
177
Todd Asset Management
Todd Asset Management
Kentucky
$139M +$7.55M 6 3.81% Increased
178
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$132M +$135M 2 1.6% New
179
SIG
Senator Investment Group
New York
$131M -$19.8M 1 2.41% Reduced
180
US Bancorp
US Bancorp
Minnesota
$131M +$2.35M 21 0.36% Increased
181
Asset Management One
Asset Management One
Japan
$131M +$8.97M 9 0.64% Increased
182
Chevy Chase Trust
Chevy Chase Trust
Maryland
$131M -$583K 6 0.54% Reduced
183
Panagora Asset Management
Panagora Asset Management
Massachusetts
$130M +$56.9M 14 0.58% Increased
184
Marshall Wace
Marshall Wace
United Kingdom
$130M +$80M 8 1.07% Increased
185
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$129M +$31.1M 9 0.65% Increased
186
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$128M +$46.5M 6 0.96% Increased
187
BCM
Bluefin Capital Management
New York
$125M +$19.3M 3 17.77% Increased
188
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$125M -$24.3M 8 1.8% Reduced
189
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$124M -$41M 8 0.46% Reduced
190
Baird Financial Group
Baird Financial Group
Wisconsin
$123M +$19.2M 13 0.48% Increased
191
ALPS Advisors
ALPS Advisors
Colorado
$122M -$6.05M 9 0.91% Reduced
192
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$122M -$15.9M 9 0.75% Reduced
193
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$121M -$2.03M 1 2.11% Reduced
194
LPL Financial
LPL Financial
California
$117M +$176K 18 0.25% Increased
195
HA
HHLR Advisors
Cayman Islands
$116M +$122M 1 2.6% New
196
M&T Bank
M&T Bank
New York
$115M +$218K 12 0.6% Increased
197
Nordea Investment Management
Nordea Investment Management
Sweden
$114M +$50M 9 0.25% Increased
198
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$112M +$39.6M 5 2.14% Increased
199
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$111M -$3.37M 1 5.89% Reduced
200
VanEck Associates
VanEck Associates
New York
$111M +$21.5M 7 0.53% Increased