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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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$317M +$13.8M 22 0.31% Increased
102
USAA
United Services Automobile Association
Texas
$312M +$5.82M 14 0.78% Increased
103
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$311M +$7.73M 4 0.58% Increased
104
Prudential plc
Prudential plc
United Kingdom
$307M +$21.6M 7 0.94% Increased
105
Principal Financial Group
Principal Financial Group
Iowa
$303M +$5.09M 13 0.27% Increased
106
Federated Hermes
Federated Hermes
Pennsylvania
$299M +$8.36M 15 0.73% Increased
107
Two Sigma Investments
Two Sigma Investments
New York
$296M -$102M 17 0.99% Reduced
108
Korea Investment Corp
Korea Investment Corp
South Korea
$293M +$123M 9 1.26% Increased
109
SEI Investments
SEI Investments
Pennsylvania
$293M +$3.43M 20 0.96% Increased
110
William Blair Investment Management
William Blair Investment Management
Illinois
$284M -$53.2M 5 1.19% Reduced
111
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$284M +$1.66M 10 0.97% Increased
112
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$281M -$44.5M 17 0.33% Reduced
113
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$279M -$40.6M 7 1.96% Reduced
114
Aperio Group
Aperio Group
California
$277M +$12.9M 21 1.13% Increased
115
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$274M +$24.5M 3 2.63% Increased
116
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$271M -$45.9M 13 0.7% Reduced
117
ARK Investment Management
ARK Investment Management
Florida
$270M +$94.6M 4 6.8% Increased
118
Fred Alger Management
Fred Alger Management
New York
$263M +$124M 4 1.01% Increased
119
SG Americas Securities
SG Americas Securities
New York
$263M +$164M 19 1.81% Increased
120
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$257M +$82.7M 8 2.03% Increased
121
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$254M -$92M 21 0.51% Reduced
122
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$248M -$8.06M 9 0.63% Reduced
123
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$246M +$2.94M 11 0.75% Increased
124
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$243M +$1.6M 11 0.68% Increased
125
Man Group
Man Group
United Kingdom
$243M +$120M 9 0.88% Increased