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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
101
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$379M -$1.82M 3 0.49% Reduced
102
First Trust Advisors
First Trust Advisors
Illinois
$374M -$37.5M 18 0.86% Reduced
103
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$372M -$3.04M 14 0.78% Reduced
104
Prudential Financial
Prudential Financial
New Jersey
$368M -$112M 16 0.56% Reduced
105
ING Group
ING Group
Netherlands
$366M +$359M 5 6.62% Increased
106
Asset Management One
Asset Management One
Japan
$362M -$4.5M 9 0.82% Reduced
107
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$358M +$97.7M 20 0.67% Increased
108
Fisher Asset Management
Fisher Asset Management
Washington
$354M -$48.8M 5 0.47% Reduced
109
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$350M -$29.1M 12 0.59% Reduced
110
Sanders Capital
Sanders Capital
Florida
$343M +$100M 3 1.9% Increased
111
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$342M -$4.61M 15 0.94% Reduced
112
PAM
PSquared Asset Management
Switzerland
$339M +$91.4M 1 48.01% Increased
113
Glenview Capital Management
Glenview Capital Management
New York
$337M -$11.8M 2 1.97% Reduced
114
Magnetar Financial
Magnetar Financial
Illinois
$333M +$22.5M 4 5.74% Increased
115
Alyeska Investment Group
Alyeska Investment Group
Illinois
$329M +$24.9M 6 2.72% Increased
116
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$328M +$22.1M 8 4.85% Increased
117
SIG
Senator Investment Group
New York
$326M +$5.66M 2 3.88% Increased
118
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$325M +$15.4M 9 0.94% Increased
119
Sterling Capital Management
Sterling Capital Management
North Carolina
$325M -$13.2M 10 3.06% Reduced
120
APG Asset Management
APG Asset Management
Netherlands
$320M -$4.29M 7 0.62% Reduced
121
Balyasny Asset Management
Balyasny Asset Management
Illinois
$306M +$19.8M 9 1.28% Increased
122
Acadian Asset Management
Acadian Asset Management
Massachusetts
$303M -$59.9M 9 1.31% Reduced
123
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$302M -$32.5M 5 0.75% Reduced
124
Two Sigma Advisers
Two Sigma Advisers
New York
$300M -$28.4M 17 0.81% Reduced
125
SG Americas Securities
SG Americas Securities
New York
$300M +$169M 18 2.4% Increased