← All themes

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
Alyeska Investment Group
Alyeska Investment Group
Illinois
$360M +$245M 5 1.27% Increased
202
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$360M -$133M 1 1.65% Reduced
203
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$359M -$5.64M 18 0.94% Reduced
204
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$358M -$10.4M 16 0.46% Reduced
205
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$353M +$41.8M 3 1.29% Increased
206
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$351M +$13.5M 30 0.59% Increased
207
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$349M +$1.29M 9 1.81% Increased
208
MCM
Mudrick Capital Management
New York
$349M $0 1 73.79% Maintained
209
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$348M -$7.22M 7 2.45% Reduced
210
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$348M +$112M 4 2.69% Increased
211
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$339M +$22.2M 25 0.56% Increased
212
BOI
Bank of Italy
Italy
$327M $0 1 15.81% Maintained
213
Bahl & Gaynor
Bahl & Gaynor
Ohio
$326M -$90.1M 2 1.65% Reduced
214
Federated Hermes
Federated Hermes
Pennsylvania
$322M -$37.4M 21 0.61% Reduced
215
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$317M +$16M 24 1.09% Increased
216
DnB Asset Management
DnB Asset Management
Norway
$316M +$8.18M 14 1.31% Increased
217
Tredje AP-fonden
Tredje AP-fonden
Sweden
$315M -$17.3M 4 2.51% Reduced
218
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$312M -$15.1M 3 6.08% Reduced
219
AGF Management
AGF Management
Ontario, Canada
$307M +$124M 2 1.39% Increased
220
Första AP-fonden
Första AP-fonden
Sweden
$305M -$1.72M 9 2.01% Reduced
221
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$300M +$18.2M 11 1.59% Increased
222
Czech National Bank
Czech National Bank
Czech Republic
$296M +$16.1M 7 2.31% Increased
223
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$294M -$5.64M 13 0.91% Reduced
224
GGHC
Gilder Gagnon Howe & Co
New York
$292M -$14.4M 3 3.1% Reduced
225
Xponance
Xponance
Pennsylvania
$290M +$9.37M 18 2.42% Increased