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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
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$109M +$14.6M 6 0.9% Increased
202
GGHC
Gilder Gagnon Howe & Co
New York
$108M -$15.9M 1 1.09% Reduced
203
Aviva
Aviva
United Kingdom
$108M -$2.24M 9 0.74% Reduced
204
AQR Arbitrage
AQR Arbitrage
Connecticut
$108M +$66.1M 7 1.23% Increased
205
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$107M -$14.4M 6 0.5% Reduced
206
SCM
Shapiro Capital Management
Georgia
$106M -$238K 1 2.36% Reduced
207
KBC Group
KBC Group
Belgium
$106M +$4.81M 11 0.82% Increased
208
TC
Towle & Co
Colorado
$106M -$474K 2 12.28% Reduced
209
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$103M +$2.65M 1 0.74% Increased
210
SCCM
Schafer Cullen Capital Management
New York
$103M +$869K 3 1.21% Increased
211
Factory Mutual Insurance
Factory Mutual Insurance
Massachusetts
$102M $0 3 1.22% Maintained
212
ORIO
Old Republic International (ORI)
Illinois
$102M $0 2 2.65% Maintained
213
Jefferies Group
Jefferies Group
New York
$102M +$11.3M 13 0.74% Increased
214
Eagle Asset Management
Eagle Asset Management
Florida
$101M +$7.1M 7 0.52% Increased
215
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$99.7M +$6.82M 1 3.26% Increased
216
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$99.6M -$11.1M 4 0.32% Reduced
217
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$99.5M -$13.4M 19 0.84% Reduced
218
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$99.4M -$1.12M 7 3.14% Reduced
219
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$98.5M +$9.12M 12 1.43% Increased
220
South Texas Money Management
South Texas Money Management
Texas
$98.1M -$179K 3 4.19% Reduced
221
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$98M +$11.5M 12 0.67% Increased
222
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$97.5M +$2.37M 1 2.44% Increased
223
Foresters Investment Management
Foresters Investment Management
New York
$96.7M -$18.9M 4 1.73% Reduced
224
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$96.2M +$2.88M 10 1.23% Increased
225
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$95.4M -$2.99M 12 0.59% Reduced