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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
Nordea Investment Management
Nordea Investment Management
Sweden
$325M +$102M 8 0.34% Increased
102
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$319M +$30.5M 10 0.89% Increased
103
William Blair Investment Management
William Blair Investment Management
Illinois
$317M +$116M 5 1.29% Increased
104
Adage Capital Partners
Adage Capital Partners
Massachusetts
$316M +$38M 7 0.81% Increased
105
Truist Financial
Truist Financial
North Carolina
$313M -$117M 16 0.7% Reduced
106
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$313M +$30.3M 3 1.84% Increased
107
SSM
Sound Shore Management
Connecticut
$306M -$33.6M 4 9.44% Reduced
108
Pzena Investment Management
Pzena Investment Management
New York
$297M -$12.1M 2 1.94% Reduced
109
Prudential Financial
Prudential Financial
New Jersey
$288M +$23.6M 15 0.55% Increased
110
Eaton Vance Management
Eaton Vance Management
Massachusetts
$288M -$25.3M 14 0.58% Reduced
111
CM
Conifer Management
New York
$287M $0 1 19.81% Maintained
112
National Pension Service
National Pension Service
South Korea
$278M +$906K 3 0.8% Increased
113
Fiduciary Management Inc
Fiduciary Management Inc
Wisconsin
$277M -$27.4M 1 2.32% Reduced
114
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$267M -$35.7M 1 6.36% Reduced
115
Two Sigma Investments
Two Sigma Investments
New York
$265M -$15.3M 12 1.31% Reduced
116
Ninety One (UK)
Ninety One (UK)
United Kingdom
$261M -$22.6M 2 0.92% Reduced
117
Aperio Group
Aperio Group
California
$260M -$17M 19 0.96% Reduced
118
OPFM
Optimus Prime Fund Management
Cayman Islands
$258M -$323K 1 43.59% Reduced
119
AQR Capital Management
AQR Capital Management
Connecticut
$256M -$30.8M 14 0.41% Reduced
120
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$254M +$13.3M 19 0.81% Increased
121
Aberdeen Group
Aberdeen Group
United Kingdom
$254M +$71.4M 9 0.69% Increased
122
Axa
Axa
France
$253M -$19M 9 1% Reduced
123
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$246M +$165M 6 0.85% Increased
124
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$241M -$24.1M 3 1.82% Reduced
125
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$240M -$22.3M 10 0.68% Reduced