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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
176
Uber
Uber
California
$656M +$460M 3 14.55% Increased
177
AustralianSuper
AustralianSuper
Australia
$649M +$72.8M 5 2.81% Increased
178
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$647M -$18.9M 10 1.67% Reduced
179
Panagora Asset Management
Panagora Asset Management
Massachusetts
$647M +$77.6M 13 1.98% Increased
180
Federated Hermes
Federated Hermes
Pennsylvania
$647M +$173M 23 0.93% Increased
181
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$636M -$4.42M 3 1.5% Reduced
182
Corient Private Wealth
Corient Private Wealth
Florida
$636M -$51.4M 28 0.88% Reduced
183
Nomura Holdings
Nomura Holdings
Japan
$607M +$314M 16 0.71% Increased
184
Balyasny Asset Management
Balyasny Asset Management
Illinois
$604M +$132M 27 0.75% Increased
185
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$600M +$401K 11 0.69% Increased
186
DnB Asset Management
DnB Asset Management
Norway
$594M +$42.5M 16 1.66% Increased
187
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$591M -$6.8M 18 1.29% Reduced
188
SA
Situational Awareness
California
$584M +$469M 1 2.89% New
189
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$582M -$15.8M 32 0.94% Reduced
190
Osaic Holdings
Osaic Holdings
Arizona
$576M +$50.3M 66 0.68% Increased
191
Capstone Investment Advisors
Capstone Investment Advisors
New York
$564M -$50.8M 11 1.04% Reduced
192
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
$560M -$29.6M 9 1.92% Reduced
193
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$557M +$15.2M 12 1.66% Increased
194
Lansforsakringar Fondforvaltning
Lansforsakringar Fondforvaltning
Sweden
$550M +$34.8M 9 2.46% Increased
195
Pacer Advisors
Pacer Advisors
Pennsylvania
$542M -$164M 10 1.38% Reduced
196
STRS Ohio
STRS Ohio
Ohio
$538M +$51.3M 17 2.02% Increased
197
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$535M +$113M 17 2.36% Increased
198
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$530M -$31.9M 16 1.81% Reduced
199
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$527M +$38M 11 1.41% Increased
200
GQG Partners
GQG Partners
Florida
$522M +$381M 1 0.97% Increased