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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
Prudential plc
Prudential plc
United Kingdom
$297M -$58.2M 7 1.2% Reduced
102
Sterling Capital Management
Sterling Capital Management
North Carolina
$293M +$11.1M 9 3.18% Increased
103
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$284M -$204K 13 0.85% Reduced
104
Axa
Axa
France
$280M -$16.5M 10 1.22% Reduced
105
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$271M +$224M 4 1.59% Increased
106
Brown Advisory
Brown Advisory
Maryland
$269M +$38.3M 11 0.9% Increased
107
USAA
United Services Automobile Association
Texas
$268M +$548K 15 0.78% Increased
108
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$262M -$71.7M 9 0.47% Reduced
109
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$260M -$21.8M 16 0.33% Reduced
110
STRS Ohio
STRS Ohio
Ohio
$260M +$2.59M 12 1.32% Increased
111
Two Sigma Advisers
Two Sigma Advisers
New York
$260M +$110M 16 0.71% Increased
112
SEI Investments
SEI Investments
Pennsylvania
$256M +$8.61M 18 0.91% Increased
113
GA
Greenhaven Associates
New York
$251M -$2.21M 1 4.84% Reduced
114
Federated Hermes
Federated Hermes
Pennsylvania
$248M +$21.9M 16 0.68% Increased
115
Fidelity International
Fidelity International
Bermuda
$246M -$84.6M 11 0.44% Reduced
116
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$245M -$95.4M 19 0.58% Reduced
117
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$244M -$10.3M 11 0.8% Reduced
118
Eaton Vance Management
Eaton Vance Management
Massachusetts
$243M +$41.1M 10 0.63% Increased
119
SA
SQ Advisors
Florida
$241M +$48.2M 1 9.2% Increased
120
Aperio Group
Aperio Group
California
$241M +$17.3M 19 1.22% Increased
121
Artemis Investment Management
Artemis Investment Management
United Kingdom
$237M +$93.2M 1 3.09% Increased
122
SSM
Sound Shore Management
Connecticut
$235M +$118M 3 4.83% Increased
123
Principal Financial Group
Principal Financial Group
Iowa
$235M -$4.07M 13 0.25% Reduced
124
Prudential Financial
Prudential Financial
New Jersey
$233M +$8.02M 14 0.41% Increased
125
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$226M -$43.4M 8 0.53% Reduced