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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
Caxton Associates (New York)
Caxton Associates (New York)
New York
$471M +$266M 5 17.65% Increased
152
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$471M +$28M 11 0.83% Increased
153
Boston Partners
Boston Partners
Massachusetts
$468M -$126M 7 0.55% Reduced
154
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$465M +$44.7M 7 3.1% Increased
155
Lazard Asset Management
Lazard Asset Management
New York
$465M -$169M 16 0.62% Reduced
156
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$457M +$21.9M 13 0.91% Increased
157
Asset Management One
Asset Management One
Japan
$453M +$5.51M 10 1.61% Increased
158
Voloridge Investment Management
Voloridge Investment Management
Florida
$432M +$129M 10 1.57% Increased
159
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$430M -$17.2M 2 1.69% Reduced
160
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$427M -$9.6M 8 2.99% Reduced
161
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$424M -$6.26M 38 0.64% Reduced
162
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$423M +$103M 7 1.63% Increased
163
Los Angeles Capital Management
Los Angeles Capital Management
California
$422M -$37.6M 11 1.71% Reduced
164
GGHC
Gilder Gagnon Howe & Co
New York
$418M +$8.43M 4 5.01% Increased
165
Point72 Asset Management
Point72 Asset Management
Connecticut
$416M -$28.5M 14 1.06% Reduced
166
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$411M -$1.83M 12 1.69% Reduced
167
Hyperion Asset Management
Hyperion Asset Management
Australia
$406M -$67.6M 1 15.57% Reduced
168
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$403M -$33.5M 10 1.51% Reduced
169
Bahl & Gaynor
Bahl & Gaynor
Ohio
$403M -$51.4M 3 2.07% Reduced
170
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$402M -$3.75M 14 1.41% Reduced
171
IMC Chicago
IMC Chicago
Illinois
$401M +$43.4M 8 0.22% Increased
172
Corient Private Wealth
Corient Private Wealth
Florida
$398M +$12.9M 25 0.62% Increased
173
TMC
Toyota Motor Corp
Japan
$396M $0 1 19.93% Maintained
174
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$390M -$6.75M 16 0.54% Reduced
175
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$387M +$128M 2 3.45% Increased