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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
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$678M -$131M 7 5.94% Reduced
127
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$656M +$22.7M 17 2.22% Increased
128
BOI
Bank of Italy
Italy
$647M +$25.2M 1 20.06% Increased
129
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$630M -$81.3M 8 6.63% Reduced
130
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$627M +$97.8M 2 2.52% Increased
131
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$624M +$42.6M 36 2.75% Increased
132
Nordea Investment Management
Nordea Investment Management
Sweden
$608M +$43.5M 12 0.83% Increased
133
Aberdeen Group
Aberdeen Group
United Kingdom
$607M +$24.4M 13 1.41% Increased
134
Royal London Asset Management
Royal London Asset Management
United Kingdom
$606M +$53.1M 12 1.96% Increased
135
SEI Investments
SEI Investments
Pennsylvania
$605M -$44.5M 25 1.06% Reduced
136
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$603M +$61.4M 2 2.25% Increased
137
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$598M +$20.9M 16 1.57% Increased
138
Aviva
Aviva
United Kingdom
$593M +$13.7M 14 2.41% Increased
139
Chevy Chase Trust
Chevy Chase Trust
Maryland
$589M -$105M 7 2.21% Reduced
140
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$581M +$19.3M 3 2.61% Increased
141
Stifel Financial
Stifel Financial
Missouri
$579M -$11.5M 30 0.79% Reduced
142
Acadian Asset Management
Acadian Asset Management
Massachusetts
$578M -$57.2M 14 2.38% Reduced
143
Robeco Schweiz
Robeco Schweiz
Switzerland
$577M +$35.7M 7 8.6% Increased
144
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$559M -$7.99M 17 2.25% Reduced
145
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$553M +$52.8M 5 1.9% Increased
146
Allspring Global Investments
Allspring Global Investments
North Carolina
$547M -$11.7M 21 0.88% Reduced
147
Point72 Asset Management
Point72 Asset Management
Connecticut
$544M +$123M 26 1.62% Increased
148
GGHC
Gilder Gagnon Howe & Co
New York
$528M -$14.7M 5 7.22% Reduced
149
Capricorn Investment Group
Capricorn Investment Group
California
$526M $0 3 74.38% Maintained
150
HighTower Advisors
HighTower Advisors
Illinois
$523M +$42.5M 30 1.03% Increased