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 |
Aspex Management (HK)
Central,
Hong Kong
| $732M | +$185M | 4 | 18.33% | Increased |
|
| 102 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| $721M | +$39.9M | 24 | 1.15% | Increased |
|
| 103 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $719M | -$52.7M | 30 | 0.81% | Reduced |
|
| 104 |
VOYA Investment Management
Atlanta,
Georgia
| $680M | -$43.4M | 40 | 1.72% | Reduced |
|
| 105 |
Swedbank
Stockholm,
Sweden
| $668M | -$76.2M | 14 | 1.51% | Reduced |
|
| 106 |
AQR Capital Management
Greenwich,
Connecticut
| $665M | -$34.4M | 20 | 1.5% | Reduced |
|
| 107 |
Canada Life
Winnipeg,
Manitoba, Canada
| $665M | -$63.8M | 20 | 1.75% | Reduced |
|
| 108 |
State of Wisconsin Investment Board
Madison,
Wisconsin
| $662M | -$30.2M | 32 | 1.73% | Reduced |
|
| 109 |
ProShare Advisors
Bethesda,
Maryland
| $642M | -$369M | 24 | 2.13% | Reduced |
|
| 110 |
BNP Paribas Asset Management
Paris,
France
| $641M | +$81.9M | 18 | 2.45% | Increased |
|
| 111 |
Fred Alger Management
New York
| $640M | -$12.6M | 6 | 2.99% | Reduced |
|
| 112 |
Russell Investments Group
London,
United Kingdom
| $632M | +$51.3M | 27 | 1.29% | Increased |
|
| 113 |
Tiger Global Management
New York
| $630M | -$428M | 3 | 5.28% | Reduced |
|
| 114 |
Marshall Wace
London,
United Kingdom
| $620M | +$56.6M | 29 | 1.27% | Increased |
|
| 115 |
Two Sigma Advisers
New York
| $612M | +$2.19M | 28 | 1.74% | Increased |
|
| 116 |
Robeco Schweiz
Zurich,
Switzerland
| $611M | +$12M | 6 | 10.9% | Increased |
|
| 117 |
Soros Fund Management
New York
| $591M | +$23.2M | 5 | 10.53% | Increased |
|
| 118 |
Mitsubishi UFJ Asset Management
Tokyo,
Japan
| $590M | +$66.6M | 38 | 2.61% | Increased |
|
| 119 |
VanEck Associates
New York
| $589M | -$50.8M | 19 | 1.56% | Reduced |
|
| 120 |
Sands Capital Management
Arlington,
Virginia
| $583M | +$125K | 2 | 2.02% | Increased |
|
| 121 |
Nikko Asset Management Americas
New York
| $579M | -$1.93M | 10 | 7.15% | Reduced |
|
| 122 |
LC
Linse Capital
San Juan,
Puerto Rico
| $572M | -$99.6M | 1 | 93.62% | Reduced |
|
| 123 |
Ensign Peak Advisors
Salt Lake City,
Utah
| $571M | -$17.1M | 23 | 1.36% | Reduced |
|
| 124 |
LPL Financial
San Diego,
California
| $560M | +$28.5M | 52 | 0.53% | Increased |
|
| 125 |
GGHC
Gilder Gagnon Howe & Co
New York
| $558M | -$77.7M | 4 | 9.94% | Reduced |
|