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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
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$126M +$7.63M 12 1.5% Increased
202
BHG
Blue Harbour Group
Connecticut
$125M +$62.8M 1 5.77% Increased
203
TCW Group
TCW Group
California
$123M -$63.7M 4 1.01% Reduced
204
Nomura Holdings
Nomura Holdings
Japan
$123M -$37.6M 9 0.43% Reduced
205
US Bancorp
US Bancorp
Minnesota
$123M +$11.8M 21 0.36% Increased
206
Rockefeller Capital Management
Rockefeller Capital Management
New York
$120M -$772K 8 1.82% Reduced
207
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$119M +$6.93M 2 0.68% Increased
208
ACM
Ashe Capital Management
New Jersey
$119M $0 1 8.09% Maintained
209
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$117M +$620K 3 0.33% Increased
210
VanEck Associates
VanEck Associates
New York
$117M +$36.9M 8 0.57% Increased
211
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$116M +$5.61M 1 3.68% Increased
212
ORIO
Old Republic International (ORI)
Illinois
$116M -$1.14M 2 3.36% Reduced
213
Todd Asset Management
Todd Asset Management
Kentucky
$116M +$3.09M 5 3.18% Increased
214
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$115M +$1.97M 11 0.8% Increased
215
YCMGA
York Capital Management Global Advisors
New York
$114M -$570M 2 3.61% Reduced
216
Brandes Investment Partners
Brandes Investment Partners
California
$114M -$3.79M 2 2.58% Reduced
217
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$114M +$10.6M 11 0.21% Increased
218
National Pension Service
National Pension Service
South Korea
$113M -$262K 4 0.46% Reduced
219
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$112M -$502K 6 0.53% Reduced
220
LPL Financial
LPL Financial
California
$111M +$1.53M 19 0.27% Increased
221
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$110M +$2.09M 1 1.88% Increased
222
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$110M +$78.1M 5 1.56% Increased
223
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$108M +$99.7M 8 1.38% Increased
224
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$104M +$117M 1 0.87% New
225
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$104M -$49K 13 0.63% Reduced