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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
$895M +$9.83M 29 0.52% Increased
102
Neuberger Berman Group
Neuberger Berman Group
New York
$889M +$58.9M 19 0.81% Increased
103
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$879M +$10.9M 12 1.28% Increased
104
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$875M -$36M 15 2.19% Reduced
105
AQR Capital Management
AQR Capital Management
Connecticut
$866M +$153M 22 1.79% Increased
106
Canada Life
Canada Life
Manitoba, Canada
$864M +$35.3M 17 2.07% Increased
107
Swedbank
Swedbank
Sweden
$842M -$144M 14 1.46% Reduced
108
LPL Financial
LPL Financial
California
$834M +$51.3M 45 0.58% Increased
109
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$834M -$29.3M 14 1.24% Reduced
110
National Bank of Canada
National Bank of Canada
Quebec, Canada
$828M +$385M 45 1.26% Increased
111
Natixis Advisors
Natixis Advisors
Massachusetts
$825M -$11M 13 2.52% Reduced
112
Rafferty Asset Management
Rafferty Asset Management
New York
$824M +$3.56M 27 4.84% Increased
113
Marshall Wace
Marshall Wace
United Kingdom
$814M +$346M 24 1.65% Increased
114
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$807M -$77.7M 18 1.36% Reduced
115
Mariner
Mariner
Kansas
$801M +$46.6M 38 2.15% Increased
116
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$789M -$29.9M 18 1.87% Reduced
117
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$788M -$565K 20 1.68% Reduced
118
Russell Investments Group
Russell Investments Group
United Kingdom
$781M +$21.9M 37 1.55% Increased
119
Macquarie Group
Macquarie Group
Australia
$736M +$31.2M 19 0.93% Increased
120
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$722M +$9.34M 34 1.31% Increased
121
BOI
Bank of Italy
Italy
$713M $0 1 22.77% Maintained
122
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$670M +$68.2M 3 2.99% Increased
123
Point72 Asset Management
Point72 Asset Management
Connecticut
$647M +$124M 21 1.89% Increased
124
VanEck Associates
VanEck Associates
New York
$646M -$44.9M 20 1.42% Reduced
125
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$636M +$60.5M 2 2.43% Increased