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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
151
BCM
Bluefin Capital Management
New York
$175M +$33.4M 4 25.42% Increased
152
Aberdeen Group
Aberdeen Group
United Kingdom
$175M -$48.2M 8 0.44% Reduced
153
Silvercrest Asset Management
Silvercrest Asset Management
New York
$175M +$19M 9 1.44% Increased
154
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$175M -$39.6M 10 0.54% Reduced
155
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$169M +$44.5M 11 0.65% Increased
156
Confluence Investment Management
Confluence Investment Management
Missouri
$166M +$38.7K 3 2.58% Increased
157
TD Asset Management
TD Asset Management
Ontario, Canada
$164M -$6.14M 9 0.25% Reduced
158
EIP
Easterly Investment Partners
Massachusetts
$161M -$34.6M 3 4.53% Reduced
159
Natixis Advisors
Natixis Advisors
Massachusetts
$161M +$19.7M 12 1.28% Increased
160
Robeco Schweiz
Robeco Schweiz
Switzerland
$160M -$36.2M 4 6.89% Reduced
161
MIHAS
Maj Invest Holding A/S
Denmark
$156M +$1.41M 1 6.25% Increased
162
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$154M +$7.68M 11 1.85% Increased
163
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$152M +$24M 5 1.02% Increased
164
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$151M +$26.2M 3 1.79% Increased
165
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$151M +$3.28M 3 4.86% Increased
166
Panagora Asset Management
Panagora Asset Management
Massachusetts
$149M +$18.3M 13 0.69% Increased
167
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$143M +$94.6M 4 1.71% Increased
168
Todd Asset Management
Todd Asset Management
Kentucky
$143M -$2.1M 5 3.91% Reduced
169
National Pension Service
National Pension Service
South Korea
$142M +$6.6M 4 0.45% Increased
170
Hamlin Capital Management
Hamlin Capital Management
New York
$140M -$8.45M 2 6.29% Reduced
171
Nordea Investment Management
Nordea Investment Management
Sweden
$139M +$26.8M 9 0.3% Increased
172
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$138M +$3.79M 8 0.49% Increased
173
US Bancorp
US Bancorp
Minnesota
$132M +$4M 21 0.36% Increased
174
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$132M -$6.75M 6 2.09% Reduced
175
Asset Management One
Asset Management One
Japan
$131M -$565K 9 0.63% Reduced