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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
201
Capital International Inc
Capital International Inc
California
$112M +$34M 4 1.36% Increased
202
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$112M -$5.17M 1 7.42% Reduced
203
Osaic Holdings
Osaic Holdings
Arizona
$111M -$20.8M 35 0.37% Reduced
204
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$111M +$7.87M 8 1.84% Increased
205
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$111M +$62.5M 4 0.96% Increased
206
Bank of Italy
Bank of Italy
Italy
$110M +$25.9M 1 5.29% Increased
207
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$110M -$1.13M 8 1.51% Reduced
208
Panagora Asset Management
Panagora Asset Management
Massachusetts
$109M -$37.1M 16 0.69% Reduced
209
Glenview Capital Management
Glenview Capital Management
New York
$108M -$32.4M 1 2.98% Reduced
210
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$107M +$6.32M 8 1.34% Increased
211
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$106M +$494K 20 0.4% Increased
212
Los Angeles Capital Management
Los Angeles Capital Management
California
$106M +$37.2M 11 0.51% Increased
213
Federated Hermes
Federated Hermes
Pennsylvania
$104M -$65.5M 18 0.26% Reduced
214
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$102M +$11.2M 3 6.07% Increased
215
Simplex Trading
Simplex Trading
Illinois
$101M +$7.49M 19 0.16% Increased
216
Hyperion Asset Management
Hyperion Asset Management
Australia
$98.4M +$59.8M 1 13.78% Increased
217
Royce & Associates
Royce & Associates
New York
$98.1M +$3.89M 6 1.08% Increased
218
1832 Asset Management
1832 Asset Management
Ontario, Canada
$97.1M +$14.7M 8 0.29% Increased
219
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$95.3M +$9.38M 13 0.26% Increased
220
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$95.1M +$18.7M 1 1.36% Increased
221
Voloridge Investment Management
Voloridge Investment Management
Florida
$94.6M -$51M 8 1.08% Reduced
222
Man Group
Man Group
United Kingdom
$93.7M +$30M 8 0.47% Increased
223
Homestead Advisers
Homestead Advisers
Virginia
$93.2M +$17.7M 2 2.39% Increased
224
Nomura Asset Management
Nomura Asset Management
Japan
$93M +$12M 9 0.79% Increased
225
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$92.7M -$5.94M 7 1.87% Reduced