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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
HSBC Holdings
HSBC Holdings
United Kingdom
$319M +$101M 18 0.59% Increased
102
GA
Greenhaven Associates
New York
$317M +$21M 1 6.42% Increased
103
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$311M +$85.8M 5 5.53% Increased
104
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$304M +$198M 3 2.25% Increased
105
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$300M -$5.54M 23 0.3% Reduced
106
Federated Hermes
Federated Hermes
Pennsylvania
$292M +$16.3M 16 0.72% Increased
107
Pzena Investment Management
Pzena Investment Management
New York
$290M -$12.9M 1 1.58% Reduced
108
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$289M +$14.5M 2 2.88% Increased
109
Two Sigma Investments
Two Sigma Investments
New York
$285M +$1.18M 12 0.96% Increased
110
Aperio Group
Aperio Group
California
$280M +$10.4M 19 1.11% Increased
111
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$276M +$4.73M 17 0.31% Increased
112
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$272M -$114M 24 0.09% Reduced
113
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$271M -$187M 10 0.48% Reduced
114
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$270M -$9.26M 5 0.52% Reduced
115
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$268M +$4.55M 8 2.05% Increased
116
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$264M -$3.1M 13 0.69% Reduced
117
Korea Investment Corp
Korea Investment Corp
South Korea
$261M -$33.7M 7 1.1% Reduced
118
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$257M +$9.6M 11 0.71% Increased
119
SEI Investments
SEI Investments
Pennsylvania
$250M -$42.5M 21 0.64% Reduced
120
Glenview Capital Management
Glenview Capital Management
New York
$249M -$136M 2 2.62% Reduced
121
Man Group
Man Group
United Kingdom
$248M -$12.4M 11 0.92% Reduced
122
Acadian Asset Management
Acadian Asset Management
Massachusetts
$247M +$168M 8 1.06% Increased
123
Alyeska Investment Group
Alyeska Investment Group
Illinois
$241M +$36.9M 5 3.49% Increased
124
Prudential plc
Prudential plc
United Kingdom
$241M -$52.4M 7 0.71% Reduced
125
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$241M +$2.43M 4 0.62% Increased