← All themes

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
KBC Group
KBC Group
Belgium
$138M -$13.9M 12 1.34% Reduced
202
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$137M -$21.9M 11 1.71% Reduced
203
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$137M -$1.23M 1 2.3% Reduced
204
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$135M +$9.99M 7 1.08% Increased
205
Stockbridge Partners
Stockbridge Partners
Massachusetts
$135M -$4.11M 1 6.18% Reduced
206
Glenmede Trust
Glenmede Trust
Pennsylvania
$134M -$155K 17 0.64% Reduced
207
PC
Paulson & Co
New York
$131M +$7.32M 1 1.78% Increased
208
Royce & Associates
Royce & Associates
New York
$131M -$6.18M 7 0.87% Reduced
209
SCCM
Schafer Cullen Capital Management
New York
$130M +$3.49M 5 1.62% Increased
210
TD Asset Management
TD Asset Management
Ontario, Canada
$130M -$95.1M 9 0.2% Reduced
211
Natixis Advisors
Natixis Advisors
Massachusetts
$126M -$3.87M 11 1.37% Reduced
212
Panagora Asset Management
Panagora Asset Management
Massachusetts
$126M +$11.2M 15 0.51% Increased
213
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$126M -$34.6M 12 0.29% Reduced
214
BWA
Brave Warrior Advisors
New York
$124M -$1.53M 1 5.49% Reduced
215
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$124M +$10.1M 13 0.86% Increased
216
Todd Asset Management
Todd Asset Management
Kentucky
$123M -$26.2M 5 3.52% Reduced
217
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$122M +$31.1M 10 1.04% Increased
218
Silvercrest Asset Management
Silvercrest Asset Management
New York
$121M +$31.7M 7 1.3% Increased
219
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$121M +$528K 8 0.96% Increased
220
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$120M -$2.67M 6 0.65% Reduced
221
Frontier Capital Management
Frontier Capital Management
Massachusetts
$120M -$31.9M 4 0.88% Reduced
222
MP
Manikay Partners
New York
$120M -$29.2M 1 7.62% Reduced
223
PSAMP
P. Schoenfeld Asset Management (PSAM)
New York
$118M +$31.8M 1 8.4% Increased
224
Balyasny Asset Management
Balyasny Asset Management
Illinois
$118M +$237K 9 0.49% Increased
225
Calamos Advisors
Calamos Advisors
Illinois
$118M +$12.6M 7 0.87% Increased