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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
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$409M -$9.08M 15 0.61% Reduced
152
Mariner
Mariner
Kansas
$404M -$112M 31 0.78% Reduced
153
TMC
Toyota Motor Corp
Japan
$402M $0 1 22.67% Maintained
154
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$401M +$1M 13 1.7% Increased
155
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$395M +$55.2M 14 0.85% Increased
156
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$393M -$12.3M 16 1.53% Reduced
157
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$388M +$29.8M 17 1.62% Increased
158
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$388M -$9.64M 10 1.5% Reduced
159
Marshall Wace
Marshall Wace
United Kingdom
$380M +$52.9M 24 0.51% Increased
160
Asset Management One
Asset Management One
Japan
$376M -$5.52M 11 1.44% Reduced
161
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$374M +$12M 39 0.59% Increased
162
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$369M -$6.77M 8 2.66% Reduced
163
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$368M -$60.8M 16 0.59% Reduced
164
Hyperion Asset Management
Hyperion Asset Management
Australia
$366M +$2.07M 1 15.1% Increased
165
Voloridge Investment Management
Voloridge Investment Management
Florida
$361M +$12.9M 12 1.34% Increased
166
Nomura Asset Management
Nomura Asset Management
Japan
$353M +$14.5M 15 1.2% Increased
167
Corient Private Wealth
Corient Private Wealth
Florida
$352M -$4.19M 24 0.61% Reduced
168
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$348M -$186M 13 1.52% Reduced
169
Baird Financial Group
Baird Financial Group
Wisconsin
$347M +$1.62M 19 0.72% Increased
170
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$345M -$36.9M 7 1.43% Reduced
171
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$345M -$23M 15 1.27% Reduced
172
Daiwa Securities Group
Daiwa Securities Group
Japan
$343M +$50M 12 1.82% Increased
173
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$333M +$38.8M 20 0.79% Increased
174
STRS Ohio
STRS Ohio
Ohio
$331M -$1.9M 14 1.31% Reduced
175
GGHC
Gilder Gagnon Howe & Co
New York
$327M +$36.3M 4 4.1% Increased