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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
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$477M +$23.4M 42 0.43% Increased
152
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$476M -$1.26M 8 1.72% Reduced
153
BOI
Bank of Italy
Italy
$466M +$143M 1 17.85% Increased
154
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$459M +$12.4M 2 11.11% Increased
155
Holocene Advisors
Holocene Advisors
New York
$457M +$123M 12 2.58% Increased
156
Select Equity Group
Select Equity Group
New York
$452M -$3.38M 2 1.55% Reduced
157
USS Investment Management
USS Investment Management
United Kingdom
$447M $0 10 3.54% Maintained
158
SEI Investments
SEI Investments
Pennsylvania
$442M +$8.07M 20 0.98% Increased
159
Panagora Asset Management
Panagora Asset Management
Massachusetts
$438M +$49.7M 20 2.35% Increased
160
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$427M +$90.9M 13 0.59% Increased
161
Asset Management One
Asset Management One
Japan
$425M -$3.85M 12 1.58% Reduced
162
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$418M -$15.5M 1 7.42% Reduced
163
Pzena Investment Management
Pzena Investment Management
New York
$410M -$67.6M 1 1.6% Reduced
164
Truist Financial
Truist Financial
North Carolina
$409M -$13.4M 26 0.67% Reduced
165
SIMS
SPT Invest Management Sarl
Luxembourg
$408M +$1.38M 1 15.04% Increased
166
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$406M +$14.3M 11 1.55% Increased
167
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$396M -$20M 9 0.86% Reduced
168
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$377M +$16.8M 31 2.09% Increased
169
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$374M -$10.5M 8 2.77% Reduced
170
Los Angeles Capital Management
Los Angeles Capital Management
California
$364M -$8.54M 13 1.61% Reduced
171
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$364M +$31.7M 12 2.11% Increased
172
Baird Financial Group
Baird Financial Group
Wisconsin
$363M -$1.96M 18 0.94% Reduced
173
ACI
AMP Capital Investors
Australia
$360M -$18.3M 18 1.73% Reduced
174
Natixis Advisors
Natixis Advisors
Massachusetts
$357M -$43M 14 1.67% Reduced
175
Man Group
Man Group
United Kingdom
$355M -$149M 20 1.25% Reduced