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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
26
Wells Fargo
Wells Fargo
California
$1.33B +$1.26B 20 0.69% New
27
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$1.29B +$1.24B 9 1.34% New
28
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$1.18B +$1.16B 18 1.12% New
29
Goldman Sachs
Goldman Sachs
New York
$1.18B +$1.12B 19 0.45% New
30
BlackRock Group
BlackRock Group
United Kingdom
$1.16B +$1.1B 16 0.88% New
31
Allianz Asset Management
Allianz Asset Management
Germany
$1.14B +$1.02B 14 1.61% New
32
BlackRock Advisors
BlackRock Advisors
Delaware
$1.03B +$979M 16 1.08% New
33
AllianceBernstein
AllianceBernstein
Tennessee
$1.01B +$947M 18 1.07% New
34
Geode Capital Management
Geode Capital Management
Massachusetts
$1.01B +$941M 14 0.89% New
35
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$986M +$931M 1 19.44% New
36
ClearBridge Investments
ClearBridge Investments
New York
$957M +$906M 8 1.46% New
37
Deutsche Bank
Deutsche Bank
Germany
$929M +$872M 19 0.76% New
38
Elliott Management
Elliott Management
New York
$912M +$843M 1 17.54% New
39
Pzena Investment Management
Pzena Investment Management
New York
$865M +$841M 3 5.75% New
40
Russell Frank Company
Russell Frank Company
Washington
$808M +$769M 19 1.48% New
41
Baupost Group
Baupost Group
Massachusetts
$776M +$791M 1 19.3% New
42
GC
Greenlight Capital
New York
$737M +$696M 2 13.82% New
43
Primecap Management
Primecap Management
California
$717M +$619M 2 1.02% New
44
OppenheimerFunds
OppenheimerFunds
New York
$710M +$678M 9 1.02% New
45
Managed Account Advisors
Managed Account Advisors
New Jersey
$687M +$666M 18 1.06% New
46
TCA
Taconic Capital Advisors
New York
$677M +$667M 2 24.5% New
47
American Century Companies
American Century Companies
Missouri
$673M +$626M 11 0.89% New
48
Credit Suisse
Credit Suisse
Switzerland
$660M +$638M 18 0.67% New
49
Longview Partners
Longview Partners
Guernsey
$568M +$525M 1 5.64% New
50
Orbis Holdings
Orbis Holdings
Bermuda
$558M +$534M 3 4.44% New