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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
Marshall Wace
Marshall Wace
United Kingdom
$521M +$91.6M 21 1.02% Increased
152
Balyasny Asset Management
Balyasny Asset Management
Illinois
$517M +$37.8M 21 1.14% Increased
153
Truist Financial
Truist Financial
North Carolina
$495M -$5.41M 21 0.82% Reduced
154
Select Equity Group
Select Equity Group
New York
$493M +$816K 3 1.84% Increased
155
Los Angeles Capital Management
Los Angeles Capital Management
California
$478M -$33.8M 10 1.92% Reduced
156
National Bank of Canada
National Bank of Canada
Quebec, Canada
$477M +$127M 47 0.87% Increased
157
Osaic Holdings
Osaic Holdings
Arizona
$475M +$2.05M 77 0.85% Increased
158
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$467M +$15.9M 14 2.45% Increased
159
Asset Management One
Asset Management One
Japan
$463M +$15.3M 12 1.96% Increased
160
Sands Capital Management
Sands Capital Management
Virginia
$443M -$6M 1 1.37% Reduced
161
Bessemer Group
Bessemer Group
New Jersey
$442M -$13.8M 20 0.94% Reduced
162
XXIP
Xiamen Xinweidachuang Investment Partnership
China
$441M +$262M 1 100% Increased
163
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$440M -$6.13M 44 0.37% Reduced
164
STRS Ohio
STRS Ohio
Ohio
$440M -$3.51M 17 1.86% Reduced
165
Nomura Asset Management
Nomura Asset Management
Japan
$438M +$10.3M 16 2.02% Increased
166
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$433M -$28.1M 10 2% Reduced
167
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$432M +$6.81M 40 0.88% Increased
168
KBC Group
KBC Group
Belgium
$427M +$20M 23 1.76% Increased
169
Panagora Asset Management
Panagora Asset Management
Massachusetts
$426M +$24.8M 14 2.51% Increased
170
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$414M -$33.1M 12 1.73% Reduced
171
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$411M -$55.6M 9 1.84% Reduced
172
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$403M +$13.4M 5 9.59% Increased
173
CIBC World Markets
CIBC World Markets
New York
$397M +$179M 8 3.22% Increased
174
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$392M +$21.9M 5 2.26% Increased
175
Fred Alger Management
Fred Alger Management
New York
$390M -$84.2M 5 1.99% Reduced