← All themes

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
Sterling Capital Management
Sterling Capital Management
North Carolina
$335M -$2.1M 9 3.31% Reduced
102
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$322M -$35.5M 20 0.13% Reduced
103
Sculptor Capital
Sculptor Capital
New York
$318M +$308M 3 1.89% Increased
104
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$317M +$20.7M 16 0.34% Increased
105
William Blair Investment Management
William Blair Investment Management
Illinois
$315M +$16.7M 4 1.32% Increased
106
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$313M -$34.9M 8 2.25% Reduced
107
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$310M -$2.15M 13 0.82% Reduced
108
USAA
United Services Automobile Association
Texas
$305M +$9.31M 14 0.79% Increased
109
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$304M +$4.18M 10 1.12% Increased
110
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$304M +$73.8M 22 0.3% Increased
111
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$296M +$98.3M 8 4.89% Increased
112
Axa
Axa
France
$292M -$21.3M 10 1.14% Reduced
113
Federated Hermes
Federated Hermes
Pennsylvania
$288M -$4.94M 16 0.71% Reduced
114
SEI Investments
SEI Investments
Pennsylvania
$288M +$10.5M 21 0.97% Increased
115
HSBC Holdings
HSBC Holdings
United Kingdom
$288M -$39.3M 16 0.52% Reduced
116
Principal Financial Group
Principal Financial Group
Iowa
$285M +$1.42M 13 0.27% Increased
117
Eaton Vance Management
Eaton Vance Management
Massachusetts
$284M -$16.6M 10 0.65% Reduced
118
Fidelity International
Fidelity International
Bermuda
$278M +$10.7M 10 0.44% Increased
119
VOYA Investment Management
VOYA Investment Management
Georgia
$277M +$168M 15 0.62% Increased
120
Prudential plc
Prudential plc
United Kingdom
$276M -$63.1M 7 0.99% Reduced
121
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$268M -$30.8M 9 0.48% Reduced
122
STRS Ohio
STRS Ohio
Ohio
$267M -$31.6M 12 1.21% Reduced
123
Ruffer LLP
Ruffer LLP
United Kingdom
$266M +$41.4M 3 6.84% Increased
124
Aperio Group
Aperio Group
California
$265M +$1.87M 19 1.14% Increased
125
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$263M +$1.62M 7 0.52% Increased