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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
LSV Asset Management
LSV Asset Management
Illinois
$754M +$12.9M 6 1.65% Increased
102
Swedbank
Swedbank
Sweden
$747M +$224M 15 1% Increased
103
NMO
Newlands Management Operations
Texas
$745M $0 1 6.13% Maintained
104
Korea Investment Corp
Korea Investment Corp
South Korea
$740M +$6.76M 10 1.87% Increased
105
BOI
Bank of Italy
Italy
$731M $0 1 27.72% Maintained
106
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$718M +$6.15M 28 0.67% Increased
107
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$717M +$390M 26 2.05% Increased
108
Dodge & Cox
Dodge & Cox
California
$714M -$3.68M 1 0.43% Reduced
109
Stifel Financial
Stifel Financial
Missouri
$705M -$509K 30 0.79% Reduced
110
Aviva
Aviva
United Kingdom
$668M +$92.4M 12 1.85% Increased
111
Boston Partners
Boston Partners
Massachusetts
$655M -$457M 7 0.81% Reduced
112
Lazard Asset Management
Lazard Asset Management
New York
$641M -$184M 19 0.8% Reduced
113
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$640M -$71.2M 14 1.52% Reduced
114
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$639M +$16.4M 11 1.65% Increased
115
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$614M -$44.7M 18 1.12% Reduced
116
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$570M +$70.1M 2 1.95% Increased
117
Allspring Global Investments
Allspring Global Investments
North Carolina
$566M -$26.4M 22 0.92% Reduced
118
SEI Investments
SEI Investments
Pennsylvania
$564M +$32M 28 0.8% Increased
119
ProShare Advisors
ProShare Advisors
Maryland
$554M -$39.4M 18 1.48% Reduced
120
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$553M +$367M 14 1.23% Increased
121
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$552M -$69.6M 5 6.38% Reduced
122
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$547M -$31.7M 2 2.34% Reduced
123
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$546M -$398M 3 0.34% Reduced
124
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$542M -$16.2M 22 1.43% Reduced
125
HighTower Advisors
HighTower Advisors
Illinois
$537M -$41.7M 26 0.83% Reduced