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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
Foresters Investment Management
Foresters Investment Management
New York
$130M -$184K 5 2.76% Reduced
202
VIP
Vantage Investment Partners
Missouri
$129M +$4.57M 2 23.13% Increased
203
Balyasny Asset Management
Balyasny Asset Management
Illinois
$127M +$36.8M 6 0.94% Increased
204
Chevy Chase Trust
Chevy Chase Trust
Maryland
$126M +$6.8M 7 0.79% Increased
205
SCCM
Schafer Cullen Capital Management
New York
$126M +$5.22M 4 1.45% Increased
206
ACM
Ashe Capital Management
New Jersey
$124M +$16.5M 1 18.22% Increased
207
RCM
Roystone Capital Management
New York
$124M +$21.9M 1 5.9% Increased
208
C
Consulta
United Kingdom
$122M +$24.2M 1 12.87% Increased
209
HAM
HHR Asset Management
New Jersey
$121M +$11.9M 1 5.14% Increased
210
HI
Honeywell International
North Carolina
$120M +$35M 4 3.25% Increased
211
Korea Investment Corp
Korea Investment Corp
South Korea
$119M +$16M 8 0.95% Increased
212
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$119M -$18.5M 9 0.49% Reduced
213
First Eagle Investment Management
First Eagle Investment Management
New York
$119M +$76M 2 0.3% Increased
214
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$117M +$6.32M 5 0.71% Increased
215
DSM Capital Partners
DSM Capital Partners
Florida
$117M +$2.84M 1 2.17% Increased
216
Nuveen
Nuveen
North Carolina
$116M -$2.51M 8 0.66% Reduced
217
Point72 Asset Management
Point72 Asset Management
Connecticut
$116M +$17.8M 5 0.91% Increased
218
JSP
Jackson Square Partners
California
$115M +$20.7M 1 0.53% Increased
219
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$115M -$10M 5 0.5% Reduced
220
H
Hexavest
Quebec, Canada
$115M +$4.72M 6 2% Increased
221
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$114M +$18.5M 1 2.39% Increased
222
City National Bank
City National Bank
Delaware
$113M +$5.65M 6 0.97% Increased
223
Natixis
Natixis
France
$112M -$23M 3 2.35% Reduced
224
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$111M +$1.78M 4 2.36% Increased
225
SEI Investments
SEI Investments
Pennsylvania
$110M +$627K 16 1.01% Increased