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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
Generation Investment Management
Generation Investment Management
United Kingdom
$637M -$33.5M 1 2.64% Reduced
127
Pendal Group
Pendal Group
Australia
$613M +$36.4M 10 5.62% Increased
128
Royal London Asset Management
Royal London Asset Management
United Kingdom
$585M +$44M 11 2.39% Increased
129
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$578M +$27.3M 9 1.28% Increased
130
LPL Financial
LPL Financial
California
$570M +$40.9M 45 0.58% Increased
131
Stifel Financial
Stifel Financial
Missouri
$554M +$69.3M 34 0.83% Increased
132
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$553M -$164M 3 18.09% Reduced
133
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$549M +$7.16M 18 1.8% Increased
134
Two Sigma Investments
Two Sigma Investments
New York
$531M -$101M 17 1.21% Reduced
135
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$531M +$90.9M 12 0.82% Increased
136
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$529M +$8.56M 30 1.08% Increased
137
Aviva
Aviva
United Kingdom
$528M -$17M 12 2.31% Reduced
138
Chevy Chase Trust
Chevy Chase Trust
Maryland
$523M -$24.8M 8 1.78% Reduced
139
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$521M +$55.4M 4 2.3% Increased
140
STRS Ohio
STRS Ohio
Ohio
$521M +$30.6M 21 1.87% Increased
141
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$520M +$30.4M 14 1.83% Increased
142
AMF Tjänstepension
AMF Tjänstepension
Sweden
$507M +$40.9M 6 3.5% Increased
143
AIG
American International Group
New York
$506M -$17.2M 32 1.71% Reduced
144
Aberdeen Group
Aberdeen Group
United Kingdom
$504M -$205M 12 1.1% Reduced
145
Envestnet Asset Management
Envestnet Asset Management
Illinois
$504M -$17.2M 27 0.29% Reduced
146
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$502M +$37.1M 31 2.74% Increased
147
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$499M -$33.4M 4 3.76% Reduced
148
VanEck Associates
VanEck Associates
New York
$497M -$62.2M 15 1.18% Reduced
149
NSLI
Nan Shan Life Insurance
Taiwan
$489M +$23.6M 7 8.28% Increased
150
Nordea Investment Management
Nordea Investment Management
Sweden
$479M +$33.2M 13 0.64% Increased