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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
Winslow Capital Management
Winslow Capital Management
Minnesota
$896M +$131M 3 3.32% Increased
127
Russell Investments Group
Russell Investments Group
United Kingdom
$894M -$47.2M 27 1.43% Reduced
128
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$892M -$45M 3 2.8% Reduced
129
Nordea Investment Management
Nordea Investment Management
Sweden
$884M +$16.3M 13 1.06% Increased
130
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$880M +$638M 14 2.55% Increased
131
Robeco Schweiz
Robeco Schweiz
Switzerland
$862M -$67.6M 4 11.17% Reduced
132
LPL Financial
LPL Financial
California
$838M +$31.3M 45 0.7% Increased
133
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$832M +$78.9M 36 3.31% Increased
134
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$828M -$364M 9 1.16% Reduced
135
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$810M +$322M 7 1.85% Increased
136
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$806M +$274M 20 1.09% Increased
137
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$804M +$39.2M 20 2.33% Increased
138
Los Angeles Capital Management
Los Angeles Capital Management
California
$760M +$140M 13 2.83% Increased
139
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$744M +$127M 8 2.59% Increased
140
Natixis
Natixis
France
$743M -$238M 8 2.54% Reduced
141
SEI Investments
SEI Investments
Pennsylvania
$742M +$110M 21 1.39% Increased
142
Envestnet Asset Management
Envestnet Asset Management
Illinois
$741M +$76.7M 32 0.37% Increased
143
Viking Global Investors
Viking Global Investors
Connecticut
$733M +$362M 4 2.11% Increased
144
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$732M -$10.3M 15 2.46% Reduced
145
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$732M +$36M 14 0.98% Increased
146
Generation Investment Management
Generation Investment Management
United Kingdom
$728M +$64.6M 2 2.99% Increased
147
Chevy Chase Trust
Chevy Chase Trust
Maryland
$723M -$15.2M 7 2.33% Reduced
148
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$718M -$92.9M 17 2.4% Reduced
149
Venrock Management V
Venrock Management V
California
$717M +$710M 1 99.76% New
150
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$712M -$66.6M 10 1.51% Reduced