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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
Sachem Head Capital Management
Sachem Head Capital Management
New York
$153M +$151M 1 7.25% New
202
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$151M +$16.7M 6 0.82% Increased
203
ALPS Advisors
ALPS Advisors
Colorado
$149M -$6.9M 7 1.06% Reduced
204
Highbridge Capital Management
Highbridge Capital Management
New York
$148M +$58.9M 7 2.21% Increased
205
Korea Investment Corp
Korea Investment Corp
South Korea
$147M -$41.2M 7 0.68% Reduced
206
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$147M +$29.6M 10 1.93% Increased
207
Silvercrest Asset Management
Silvercrest Asset Management
New York
$146M +$11.1M 8 1.46% Increased
208
Baird Financial Group
Baird Financial Group
Wisconsin
$145M +$40K 13 1.09% Increased
209
AQR Arbitrage
AQR Arbitrage
Connecticut
$143M -$89.3M 2 1.55% Reduced
210
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$142M +$1.47M 7 1.1% Increased
211
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$138M +$5.9M 6 0.72% Increased
212
Westfield Capital Management
Westfield Capital Management
Massachusetts
$138M -$22.9M 2 1.06% Reduced
213
Natixis Advisors
Natixis Advisors
Massachusetts
$138M -$546K 12 1.46% Reduced
214
MIHAS
Maj Invest Holding A/S
Denmark
$138M +$52.8M 1 8.23% Increased
215
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$136M +$5.49M 15 0.87% Increased
216
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$134M +$1.73M 11 0.57% Increased
217
Todd Asset Management
Todd Asset Management
Kentucky
$133M -$12.3M 5 3.68% Reduced
218
M&T Bank
M&T Bank
New York
$133M +$7.6M 13 0.72% Increased
219
Calamos Advisors
Calamos Advisors
Illinois
$130M +$7.15M 7 1.01% Increased
220
National Pension Service
National Pension Service
South Korea
$130M +$5M 3 0.72% Increased
221
MP
Manikay Partners
New York
$127M +$3.68M 1 7.89% Increased
222
TD Asset Management
TD Asset Management
Ontario, Canada
$127M -$7.69M 9 0.19% Reduced
223
ACI
AMP Capital Investors
Australia
$125M +$4.43M 13 0.71% Increased
224
Ruffer LLP
Ruffer LLP
United Kingdom
$125M +$120M 1 5.39% New
225
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$124M -$32.9M 11 1.49% Reduced