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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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$602M -$131M 38 0.38% Reduced
102
VanEck Associates
VanEck Associates
New York
$597M +$27.8M 17 1.54% Increased
103
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$593M -$98.9M 18 1.53% Reduced
104
Adage Capital Partners
Adage Capital Partners
Massachusetts
$589M -$87.4M 10 1.41% Reduced
105
LSV Asset Management
LSV Asset Management
Illinois
$586M -$5.22M 8 1.29% Reduced
106
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$586M -$131M 17 0.98% Reduced
107
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$533M +$32.1M 17 1.39% Increased
108
Envestnet Asset Management
Envestnet Asset Management
Illinois
$522M +$21.6M 35 0.27% Increased
109
Point72 Asset Management
Point72 Asset Management
Connecticut
$518M +$178M 20 1.76% Increased
110
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$518M +$339M 4 14.3% Increased
111
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$513M +$116M 17 1.84% Increased
112
Canada Life
Canada Life
Manitoba, Canada
$506M +$77.4M 19 1.33% Increased
113
BOI
Bank of Italy
Italy
$502M +$544K 1 18.96% Increased
114
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$498M +$904K 3 2.26% Increased
115
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$494M +$2.84M 33 0.99% Increased
116
Natixis Advisors
Natixis Advisors
Massachusetts
$489M -$52.6M 14 1.85% Reduced
117
Sands Capital Management
Sands Capital Management
Virginia
$489M -$17.2M 2 1.85% Reduced
118
Nomura Holdings
Nomura Holdings
Japan
$482M +$329M 19 1.97% Increased
119
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$479M +$41M 3 2.15% Increased
120
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$470M +$69.9M 32 1.28% Increased
121
F
FIFTHDELTA
United Kingdom
$466M -$102M 3 33.4% Reduced
122
LPL Financial
LPL Financial
California
$465M +$4.62M 49 0.4% Increased
123
AQR Capital Management
AQR Capital Management
Connecticut
$463M -$141M 21 1.06% Reduced
124
Nordea Investment Management
Nordea Investment Management
Sweden
$454M +$35.9M 14 0.71% Increased
125
Bessemer Group
Bessemer Group
New Jersey
$453M -$114M 19 1.1% Reduced