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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
Douglas Lane & Associates
Douglas Lane & Associates
New York
$145M -$6.97M 3 3.12% Reduced
177
DZ Bank
DZ Bank
Germany
$142M +$86.8M 7 0.38% Increased
178
KBC Group
KBC Group
Belgium
$142M +$15.8M 11 0.94% Increased
179
HA
HHLR Advisors
Cayman Islands
$141M $0 1 1.29% Maintained
180
Cowen and Company
Cowen and Company
New York
$141M +$25.9M 9 23.36% Increased
181
Frontier Capital Management
Frontier Capital Management
Massachusetts
$138M -$16.5M 3 1.22% Reduced
182
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$138M +$16.3M 8 0.37% Increased
183
Todd Asset Management
Todd Asset Management
Kentucky
$136M +$7.11M 5 4.31% Increased
184
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$135M -$6.88M 1 1.85% Reduced
185
KSCM
Key Square Capital Management
Connecticut
$135M +$64.3M 1 32% New
186
ACI
AMP Capital Investors
Australia
$135M +$7.89M 12 0.85% Increased
187
Carmignac Gestion
Carmignac Gestion
France
$134M +$68.9M 3 1.85% Increased
188
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$131M +$8.05M 12 1.93% Increased
189
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$128M -$5.8M 3 4.59% Reduced
190
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$123M +$6.3M 20 1.06% Increased
191
SoftBank Group
SoftBank Group
Japan
$123M +$92.3M 1 0.7% New
192
Marshall Wace
Marshall Wace
United Kingdom
$122M +$79.3M 14 0.86% Increased
193
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$122M -$3.69M 11 0.7% Reduced
194
Aviva
Aviva
United Kingdom
$121M +$11.3M 9 0.76% Increased
195
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$121M +$64.5M 12 1.12% Increased
196
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$120M -$28.1M 9 0.99% Reduced
197
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$119M -$3.7M 12 0.68% Reduced
198
TD Asset Management
TD Asset Management
Ontario, Canada
$116M -$17.4M 7 0.17% Reduced
199
US Bancorp
US Bancorp
Minnesota
$116M -$2.81M 23 0.3% Reduced
200
Brandes Investment Partners
Brandes Investment Partners
California
$115M -$30.1M 4 3.51% Reduced