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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
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$532M -$71.8M 11 0.59% Reduced
127
CSD
Clear Street Derivatives
New York
$524M +$6.89M 2 8.11% Increased
128
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$518M -$32.1M 28 1.68% Reduced
129
Truist Financial
Truist Financial
North Carolina
$512M -$18.9M 18 0.78% Reduced
130
Danske Bank
Danske Bank
Denmark
$507M -$98.9M 12 1.87% Reduced
131
Bessemer Group
Bessemer Group
New Jersey
$495M -$90.7M 16 0.87% Reduced
132
Royal London Asset Management
Royal London Asset Management
United Kingdom
$491M -$24.3M 11 1.25% Reduced
133
Chevy Chase Trust
Chevy Chase Trust
Maryland
$490M -$6.99M 7 1.56% Reduced
134
Squarepoint
Squarepoint
New York
$477M +$87.4M 32 0.79% Increased
135
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$470M -$1.07B 19 2.34% Reduced
136
Balyasny Asset Management
Balyasny Asset Management
Illinois
$467M -$150M 20 0.82% Reduced
137
Credit Agricole
Credit Agricole
France
$466M +$200M 17 2.5% Increased
138
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$464M -$14.3M 40 0.31% Reduced
139
Ninety One (UK)
Ninety One (UK)
United Kingdom
$463M -$26M 3 1.28% Reduced
140
Point72 Asset Management
Point72 Asset Management
Connecticut
$451M -$118M 15 1.18% Reduced
141
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$451M -$18.9M 10 1.52% Reduced
142
Nordea Investment Management
Nordea Investment Management
Sweden
$447M +$65.9M 10 0.52% Increased
143
Bahl & Gaynor
Bahl & Gaynor
Ohio
$443M -$44.1M 3 2.47% Reduced
144
Man Group
Man Group
United Kingdom
$440M +$112M 20 1.11% Increased
145
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$438M -$57.1M 1 1.78% Reduced
146
National Bank of Canada
National Bank of Canada
Quebec, Canada
$434M +$7.34M 45 0.59% Increased
147
Fidelity International
Fidelity International
Bermuda
$425M -$509M 11 0.42% Reduced
148
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$425M +$57.6M 7 3.18% Increased
149
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$418M -$15.4M 14 0.84% Reduced
150
Los Angeles Capital Management
Los Angeles Capital Management
California
$412M +$71.7M 10 1.48% Increased