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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
Ninety One (UK)
Ninety One (UK)
United Kingdom
$390M -$5.71M 2 1.14% Reduced
177
Perpetual Ltd
Perpetual Ltd
Australia
$389M -$19.4M 9 3.33% Reduced
178
AMF Tjänstepension
AMF Tjänstepension
Sweden
$381M -$73.1M 7 3.51% Reduced
179
IC
Intel Corp
California
$378M -$19.5M 1 96.5% Reduced
180
Credit Agricole
Credit Agricole
France
$373M -$61.8M 20 6.76% Reduced
181
Brown Advisory
Brown Advisory
Maryland
$368M -$2.78M 10 0.58% Reduced
182
Corient Private Wealth
Corient Private Wealth
Florida
$364M +$60.6M 23 0.84% Increased
183
Voloridge Investment Management
Voloridge Investment Management
Florida
$359M -$36.3M 17 1.7% Reduced
184
Baird Financial Group
Baird Financial Group
Wisconsin
$359M -$11.5M 17 0.95% Reduced
185
AIG
American International Group
New York
$348M +$5.27M 35 2.13% Increased
186
Storebrand Asset Management
Storebrand Asset Management
Norway
$338M +$20.2M 13 1.55% Increased
187
Hyperion Asset Management
Hyperion Asset Management
Australia
$336M -$35M 1 15.13% Reduced
188
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$332M +$102M 13 2.28% Increased
189
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$329M +$122M 24 1.43% Increased
190
SDH
Sloy Dahl & Holst
Washington
$328M +$4.53M 2 59.96% Increased
191
CIBC World Market
CIBC World Market
Ontario, Canada
$328M +$114M 16 1.04% Increased
192
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings
Colorado
$327M +$23.9M 5 3.59% Increased
193
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$323M +$47M 6 3.02% Increased
194
SCM
Shapiro Capital Management
Georgia
$320M -$4.52M 2 8.44% Reduced
195
M&G Investment Management
M&G Investment Management
United Kingdom
$320M -$13.5M 5 1.28% Reduced
196
Arizona State Retirement System
Arizona State Retirement System
Arizona
$317M +$20.3M 27 2.57% Increased
197
Congress Asset Management
Congress Asset Management
Massachusetts
$315M -$6.7M 4 2.74% Reduced
198
CI Investments Inc
CI Investments Inc
Ontario, Canada
$311M +$8.39M 14 1.57% Increased
199
INTECH Investment Management
INTECH Investment Management
Florida
$309M +$54.7M 12 3.18% Increased
200
F
FIFTHDELTA
United Kingdom
$308M -$35.6M 4 31.66% Reduced