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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
76
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$445M +$23M 20 0.65% Increased
77
Sanders Capital
Sanders Capital
Florida
$443M +$12.2M 4 4.37% Increased
78
Federated Hermes
Federated Hermes
Pennsylvania
$442M -$81.2M 16 1.36% Reduced
79
Putnam Investments
Putnam Investments
Massachusetts
$441M -$37.8M 7 0.9% Reduced
80
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$440M -$18.5M 20 0.48% Reduced
81
Capital International Investors
Capital International Investors
California
$436M -$26.2M 3 0.89% Reduced
82
Principal Financial Group
Principal Financial Group
Iowa
$435M +$11.4M 14 0.68% Increased
83
JPCCM
J&P (China) Capital Management
China
$413M +$435M 1 41.77% New
84
LCS
Levin Capital Strategies
New York
$409M +$26.8M 3 6.18% Increased
85
SIG
Senator Investment Group
New York
$408M -$57.4M 2 4.34% Reduced
86
TP
Tesuji Partners
New Jersey
$406M +$67.7M 1 26.03% Increased
87
APG Asset Management
APG Asset Management
Netherlands
$406M +$95.4M 8 0.78% Increased
88
Prudential Financial
Prudential Financial
New Jersey
$403M +$24.7M 12 0.73% Increased
89
Ninety One (UK)
Ninety One (UK)
United Kingdom
$395M -$10.3M 3 2.41% Reduced
90
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$385M +$37.9M 9 2.58% Increased
91
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$380M -$105M 4 1.9% Reduced
92
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$380M +$141M 6 2.51% Increased
93
Citigroup
Citigroup
New York
$373M +$50.1M 24 0.33% Increased
94
Institutional Capital
Institutional Capital
Illinois
$358M -$58.2M 1 2.16% Reduced
95
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$352M +$3.1M 12 0.83% Increased
96
Macquarie Group
Macquarie Group
Australia
$350M -$88.7M 15 0.72% Reduced
97
Barclays
Barclays
United Kingdom
$349M -$54.6M 22 0.34% Reduced
98
D.E. Shaw & Co
D.E. Shaw & Co
New York
$348M -$240M 18 0.45% Reduced
99
BRC
Blue Ridge Capital
New York
$345M $0 1 4.19% Maintained
100
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$345M -$15.1M 5 0.67% Reduced