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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
$926M -$30M 29 0.52% Reduced
102
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$911M +$29.2M 14 1.31% Increased
103
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$904M +$30.3M 13 1.37% Increased
104
Two Sigma Investments
Two Sigma Investments
New York
$887M -$124M 34 2.22% Reduced
105
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$880M +$44.9M 18 2.01% Increased
106
Canada Life
Canada Life
Manitoba, Canada
$869M +$15.3M 18 2.06% Increased
107
Rafferty Asset Management
Rafferty Asset Management
New York
$865M +$110M 27 4.88% Increased
108
Natixis Advisors
Natixis Advisors
Massachusetts
$854M +$47M 15 2.64% Increased
109
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$848M -$623M 1 0.24% Reduced
110
Neuberger Berman Group
Neuberger Berman Group
New York
$843M -$148M 17 0.75% Reduced
111
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$828M -$13.1M 19 1.68% Reduced
112
LPL Financial
LPL Financial
California
$823M +$25.5M 45 0.59% Increased
113
TMC
Toyota Motor Corp
Japan
$808M $0 1 40.84% Maintained
114
Mariner
Mariner
Kansas
$792M +$85.6M 42 2.12% Increased
115
Russell Investments Group
Russell Investments Group
United Kingdom
$790M -$42.4M 37 1.52% Reduced
116
AQR Capital Management
AQR Capital Management
Connecticut
$781M +$37.5M 18 1.66% Increased
117
Envestnet Asset Management
Envestnet Asset Management
Illinois
$777M -$670M 32 0.34% Reduced
118
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$772M +$183M 19 1.15% Increased
119
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$762M -$226K 4 2.83% Reduced
120
ProShare Advisors
ProShare Advisors
Maryland
$757M -$10.4M 20 2.2% Reduced
121
VanEck Associates
VanEck Associates
New York
$721M -$3.15M 20 1.58% Reduced
122
Macquarie Group
Macquarie Group
Australia
$713M -$38M 19 0.82% Reduced
123
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$710M +$4.73M 35 1.25% Increased
124
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$703M -$8.68M 26 1.97% Reduced
125
LSV Asset Management
LSV Asset Management
Illinois
$682M -$14.3M 7 1.5% Reduced