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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
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$359M -$104M 5 5.65% Reduced
102
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$355M -$19.5M 2 1.78% Reduced
103
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$342M +$22.6M 3 2.39% Increased
104
Ninety One (UK)
Ninety One (UK)
United Kingdom
$329M +$300M 2 1.09% New
105
Balyasny Asset Management
Balyasny Asset Management
Illinois
$325M +$243M 9 1.93% Increased
106
Adage Capital Partners
Adage Capital Partners
Massachusetts
$323M +$101M 9 0.79% Increased
107
GA
Greenhaven Associates
New York
$318M -$4.21M 1 7.09% Reduced
108
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$316M -$41.5M 10 0.77% Reduced
109
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$316M -$729K 12 0.51% Reduced
110
Federated Hermes
Federated Hermes
Pennsylvania
$315M +$11.2M 15 0.7% Increased
111
ARK Investment Management
ARK Investment Management
Florida
$315M -$174M 4 7.95% Reduced
112
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$309M -$1.47M 13 0.75% Reduced
113
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$308M -$19.6M 2 2.74% Reduced
114
Aperio Group
Aperio Group
California
$306M -$13M 19 1.1% Reduced
115
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$297M -$5.71M 11 0.74% Reduced
116
Pzena Investment Management
Pzena Investment Management
New York
$293M -$1.45M 1 1.37% Reduced
117
Korea Investment Corp
Korea Investment Corp
South Korea
$292M +$18.3M 7 1.06% Increased
118
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$284M -$7.74M 18 0.3% Reduced
119
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$278M -$44.2M 23 0.27% Reduced
120
SEI Investments
SEI Investments
Pennsylvania
$275M +$856K 21 0.82% Increased
121
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$265M +$924K 4 0.66% Increased
122
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$264M -$10.2M 5 0.45% Reduced
123
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$255M +$9.75M 18 0.82% Increased
124
American Securities
American Securities
New York
$255M $0 1 100% Maintained
125
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$252M +$5.37M 10 0.59% Increased