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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
201
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$145M +$4M 13 1.19% Increased
202
SCM
Snow Capital Management
Pennsylvania
$144M -$530K 3 4.48% Reduced
203
Chevy Chase Trust
Chevy Chase Trust
Maryland
$142M +$12.2M 6 0.86% Increased
204
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$141M +$13.6M 4 2.3% Increased
205
Nuveen
Nuveen
North Carolina
$140M +$7.42M 9 0.77% Increased
206
H
Hexavest
Quebec, Canada
$139M -$5.57M 6 2.2% Reduced
207
JAT Capital Management LP (Connecticut)
JAT Capital Management LP (Connecticut)
Connecticut
$138M +$9.96M 1 3.73% Increased
208
Two Sigma Advisers
Two Sigma Advisers
New York
$137M +$2.28M 12 1.01% Increased
209
SCCM
Schafer Cullen Capital Management
New York
$137M +$90.8M 4 1.35% Increased
210
Stockbridge Partners
Stockbridge Partners
Massachusetts
$136M -$72.8K 1 7.18% Reduced
211
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$135M -$131M 17 0.37% Reduced
212
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$134M +$1.28M 5 0.72% Increased
213
RS Investment Management
RS Investment Management
California
$134M -$13M 5 1.19% Reduced
214
DSM Capital Partners
DSM Capital Partners
Florida
$134M +$23.1M 1 2.29% Increased
215
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$133M +$8.26M 2 0.4% Increased
216
LM
Lasry Marc
$132M -$22.9M 3 13.54% Reduced
217
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$131M +$1.63M 1 5.49% Increased
218
Baird
Baird
Wisconsin
$130M +$1.73M 11 1.33% Increased
219
VM
Valinor Management
New York
$129M +$36.8M 1 3.39% Increased
220
RCM
Roystone Capital Management
New York
$128M -$29.3M 1 4.75% Reduced
221
SEI Investments
SEI Investments
Pennsylvania
$127M +$3.04M 16 1.11% Increased
222
CC
Cannell & Co
New York
$126M +$56.4M 5 3.66% Increased
223
ACM
Ashe Capital Management
New Jersey
$126M +$1.7M 1 19.21% Increased
224
Comerica Bank
Comerica Bank
Texas
$125M -$111M 15 1.06% Reduced
225
Westwood Holdings Group
Westwood Holdings Group
Texas
$125M +$20.1M 2 0.95% Increased