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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
126
Eurizon Capital SGR SpA
Eurizon Capital SGR SpA
$1.04B -$60.5M 15 2.79% Reduced
127
Stifel Financial
Stifel Financial
Missouri
$1.04B -$35.3M 27 0.86% Reduced
128
Fidelity International
Fidelity International
Bermuda
$1.02B +$348M 12 0.73% Increased
129
Harris Associates
Harris Associates
Illinois
$1.02B -$20.3M 1 1.35% Reduced
130
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1B +$103M 8 1.43% Increased
131
Allianz Asset Management
Allianz Asset Management
Germany
$992M -$106M 15 0.81% Reduced
132
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$989M -$94.7M 16 0.92% Reduced
133
Bessemer Group
Bessemer Group
New Jersey
$982M +$670M 24 1.35% Increased
134
Royal London Asset Management
Royal London Asset Management
United Kingdom
$982M +$1.15M 9 1.81% Increased
135
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$979M +$122M 9 1.48% Increased
136
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$978M -$23.9M 7 2.48% Reduced
137
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$962M +$37M 6 2.8% Increased
138
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$952M -$304M 28 1.82% Reduced
139
Jones Financial Companies
Jones Financial Companies
Missouri
$935M +$143M 50 0.37% Increased
140
Nordea Investment Management
Nordea Investment Management
Sweden
$934M +$1.96M 10 0.76% Increased
141
Capitolis Liquid Global Markets
Capitolis Liquid Global Markets
New York
$925M +$700M 5 4.02% Increased
142
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$922M +$68.6M 11 2.5% Increased
143
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$899M -$6.93M 27 1.81% Reduced
144
Viking Global Investors
Viking Global Investors
Connecticut
$896M -$935M 3 2.55% Reduced
145
Fred Alger Management
Fred Alger Management
New York
$887M +$81.9M 4 2.96% Increased
146
LSV Asset Management
LSV Asset Management
Illinois
$883M +$46.4M 10 1.6% Increased
147
Swedbank
Swedbank
Sweden
$871M +$40.1M 11 0.75% Increased
148
CIBC Bancorp USA
CIBC Bancorp USA
Illinois
$862M -$98.8M 15 1.05% Reduced
149
Van Lanschot Kempen Investment Management
Van Lanschot Kempen Investment Management
Netherlands
$859M +$45.7M 3 6.57% Increased
150
Woodline Partners
Woodline Partners
California
$847M -$247K 11 2.62% Reduced