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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
Credit Agricole
Credit Agricole
France
$251M +$21.8M 21 6.14% Increased
202
Hardman Johnston Global Advisors
Hardman Johnston Global Advisors
Connecticut
$249M +$22.8M 2 10.56% Increased
203
Hyperion Asset Management
Hyperion Asset Management
Australia
$246M +$3.71M 1 14.36% Increased
204
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$243M -$152M 6 2.26% Reduced
205
EARNEST Partners
EARNEST Partners
Georgia
$242M +$87.2M 15 1.61% Increased
206
Wolverine Trading
Wolverine Trading
Illinois
$241M +$188M 28 0.4% Increased
207
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$237M +$33.9M 12 1.75% Increased
208
Arizona State Retirement System
Arizona State Retirement System
Arizona
$237M +$6.3M 28 2.3% Increased
209
Creative Planning
Creative Planning
Kansas
$236M +$24.1M 36 0.39% Increased
210
Storebrand Asset Management
Storebrand Asset Management
Norway
$234M +$44.4M 13 1.32% Increased
211
SDH
Sloy Dahl & Holst
Washington
$230M +$2.18M 2 54.86% Increased
212
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$229M +$25.3M 10 1.57% Increased
213
M&G Investment Management
M&G Investment Management
United Kingdom
$229M +$41.8M 11 1.35% Increased
214
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$228M -$137M 1 0.99% Reduced
215
Twin Tree Management
Twin Tree Management
Texas
$227M +$101M 16 0.36% Increased
216
IC
Intel Corp
California
$226M $0 1 90.63% Maintained
217
KL
KIM LLC
Kansas
$224M +$306M 6 10.73% New
218
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$224M +$15M 6 2.53% Increased
219
INTECH Investment Management
INTECH Investment Management
Florida
$224M +$268M 10 1.29% New
220
Amalgamated Bank
Amalgamated Bank
New York
$224M +$2.3M 37 2.08% Increased
221
Holocene Advisors
Holocene Advisors
New York
$223M -$90.2M 5 1.35% Reduced
222
SSM
Sound Shore Management
Connecticut
$223M -$116M 3 8.17% Reduced
223
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$223M -$111M 3 13.97% Reduced
224
Mariner
Mariner
Kansas
$221M +$12.2M 20 0.91% Increased
225
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$221M +$18.5M 39 1.3% Increased