← All themes

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
UBS O'Connor
UBS O'Connor
Illinois
$553M +$16.8M 5 5.75% Increased
127
LSV Asset Management
LSV Asset Management
Illinois
$545M -$6.51M 6 1.18% Reduced
128
AMF Tjänstepension
AMF Tjänstepension
Sweden
$544M +$55.7M 7 5.34% Increased
129
Envestnet Asset Management
Envestnet Asset Management
Illinois
$530M +$24.6M 33 0.3% Increased
130
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$528M +$15.5M 21 2.01% Increased
131
Chevy Chase Trust
Chevy Chase Trust
Maryland
$528M +$51.2M 9 2.18% Increased
132
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$527M -$612M 9 5.21% Reduced
133
D1 Capital Partners
D1 Capital Partners
New York
$521M +$146M 2 12.35% Increased
134
Pendal Group
Pendal Group
Australia
$519M -$522M 9 5.09% Reduced
135
SEI Investments
SEI Investments
Pennsylvania
$516M +$12.8M 23 1.11% Increased
136
Nordea Investment Management
Nordea Investment Management
Sweden
$512M +$6.69M 13 0.76% Increased
137
Fidelity International
Fidelity International
Bermuda
$494M -$37.9M 7 0.59% Reduced
138
Bessemer Group
Bessemer Group
New Jersey
$491M -$53.6M 20 1.22% Reduced
139
Natixis Advisors
Natixis Advisors
Massachusetts
$488M +$21.3M 16 2.15% Increased
140
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$478M +$13.9M 9 2.05% Increased
141
National Bank of Canada
National Bank of Canada
Quebec, Canada
$477M +$183M 55 2.17% Increased
142
Man Group
Man Group
United Kingdom
$476M -$384M 0 – Closed
143
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$474M +$16.8M 17 2.01% Increased
144
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$471M -$6.09M 3 2.06% Reduced
145
Royal London Asset Management
Royal London Asset Management
United Kingdom
$467M -$16.4M 13 2.16% Reduced
146
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$466M +$657K 35 1.01% Increased
147
Banco Santander
Banco Santander
Spain
$458M +$456M 4 6.1% Increased
148
Allspring Global Investments
Allspring Global Investments
North Carolina
$452M -$156M 22 0.76% Reduced
149
Stifel Financial
Stifel Financial
Missouri
$446M -$6.74M 36 0.7% Reduced
150
BOI
Bank of Italy
Italy
$434M +$75.8M 1 18.37% Increased