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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
M&G Investment Management
M&G Investment Management
United Kingdom
$285M +$134M 9 0.71% Increased
202
Acadian Asset Management
Acadian Asset Management
Massachusetts
$279M +$155M 14 1.05% Increased
203
Eagle Asset Management
Eagle Asset Management
Florida
$277M +$2.98M 9 1.19% Increased
204
CI Investments Inc
CI Investments Inc
Ontario, Canada
$276M -$5.75M 8 1.01% Reduced
205
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$275M +$4.23M 19 0.6% Increased
206
Douglas Lane & Associates
Douglas Lane & Associates
New York
$274M -$11.5M 3 3.84% Reduced
207
Westwood Holdings Group
Westwood Holdings Group
Texas
$268M +$29.4M 5 2.71% Increased
208
Bridgewater Associates
Bridgewater Associates
Connecticut
$263M +$26.3M 12 1.68% Increased
209
Rafferty Asset Management
Rafferty Asset Management
New York
$258M +$17.9M 14 1.63% Increased
210
SG Americas Securities
SG Americas Securities
New York
$257M -$65.6M 31 1.19% Reduced
211
GIM
Growth Interface Management
Florida
$256M +$44M 2 25.89% Increased
212
H
HoyleCohen
California
$254M -$251K 7 19.75% Reduced
213
LPU
Lansdowne Partners (UK)
United Kingdom
$252M +$95.2M 2 10.05% Increased
214
Arizona State Retirement System
Arizona State Retirement System
Arizona
$246M +$1.9M 23 2% Increased
215
Royce & Associates
Royce & Associates
New York
$244M +$52.6M 6 1.68% Increased
216
GFWEX
G.F.W. Energy XII
Texas
$244M -$22.5M 2 78.12% Reduced
217
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$243M -$10.7M 8 3.32% Reduced
218
TA
Trivest Advisors
Hong Kong
$240M +$66.6M 4 24.52% Increased
219
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$238M -$22.3M 10 1.46% Reduced
220
Soros Fund Management
Soros Fund Management
New York
$238M +$59.2M 5 4.01% Increased
221
American Securities
American Securities
New York
$237M $0 1 100% Maintained
222
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$236M -$127M 1 1.73% Reduced
223
SDH
Sloy Dahl & Holst
Washington
$236M -$28.8K 2 31.68% Reduced
224
KGA
KPCB GGF Associates
California
$233M +$254M 1 100% New
225
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$232M +$94.1M 24 1.67% Increased