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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
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$863M +$635M 10 1.52% Increased
102
LSV Asset Management
LSV Asset Management
Illinois
$858M -$46.6M 7 1.55% Reduced
103
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$857M +$66.2M 23 1.77% Increased
104
Bessemer Group
Bessemer Group
New Jersey
$855M +$22.4M 19 1.82% Increased
105
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$840M +$53.3M 3 2.68% Increased
106
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$819M +$21.4M 21 1.66% Increased
107
Whale Rock Capital Management
Whale Rock Capital Management
Massachusetts
$815M +$5.85M 2 5.35% Increased
108
TMC
Toyota Motor Corp
Japan
$792M +$794M 1 61.01% New
109
Eaton Vance Management
Eaton Vance Management
Massachusetts
$791M +$23.7M 32 1.1% Increased
110
Natixis
Natixis
France
$785M +$239M 8 2.71% Increased
111
Russell Investments Group
Russell Investments Group
United Kingdom
$782M +$132M 24 1.32% Increased
112
Brown Advisory
Brown Advisory
Maryland
$777M +$50.5M 10 1.15% Increased
113
Pendal Group
Pendal Group
Australia
$768M +$210M 12 6.34% Increased
114
Korea Investment Corp
Korea Investment Corp
South Korea
$743M -$52.8M 12 2.21% Reduced
115
VOYA Investment Management
VOYA Investment Management
Georgia
$739M +$39.5M 32 1.48% Increased
116
Canada Life
Canada Life
Manitoba, Canada
$734M +$11.8M 21 1.71% Increased
117
AQR Capital Management
AQR Capital Management
Connecticut
$729M -$169M 25 1.35% Reduced
118
TD Asset Management
TD Asset Management
Ontario, Canada
$727M +$36.3M 12 0.75% Increased
119
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$719M -$54.4M 17 1.11% Reduced
120
Robeco Schweiz
Robeco Schweiz
Switzerland
$702M -$271M 4 8.19% Reduced
121
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$699M -$654M 27 0.99% Reduced
122
Nordea Investment Management
Nordea Investment Management
Sweden
$686M +$168M 13 0.89% Increased
123
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$680M -$34.3M 15 2.52% Reduced
124
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$678M +$67.2M 3 2.57% Increased
125
LPL Financial
LPL Financial
California
$635M +$46.3M 46 0.6% Increased