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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
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$1.65B -$154M 15 1.15% Reduced
27
Allianz Asset Management
Allianz Asset Management
Germany
$1.65B -$64.1M 12 2.07% Reduced
28
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$1.54B +$823M 6 2.26% Increased
29
Geode Capital Management
Geode Capital Management
Massachusetts
$1.5B +$7.05M 17 0.97% Increased
30
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$1.44B -$240M 8 1.32% Reduced
31
OppenheimerFunds
OppenheimerFunds
New York
$1.33B +$148M 10 1.48% Increased
32
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.29B +$227M 20 0.56% Increased
33
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.28B +$280M 1 2.76% Increased
34
Deutsche Bank
Deutsche Bank
Germany
$1.22B +$118M 21 0.83% Increased
35
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$1.2B +$103M 1 1.11% Increased
36
Capital World Investors
Capital World Investors
California
$1.19B -$255M 4 0.33% Reduced
37
Russell Frank Company
Russell Frank Company
Washington
$1.15B +$101M 15 2% Increased
38
Jennison Associates
Jennison Associates
New York
$1.15B +$108M 5 1.05% Increased
39
ClearBridge Investments
ClearBridge Investments
New York
$1.14B +$99.6M 9 1.29% Increased
40
AllianceBernstein
AllianceBernstein
Tennessee
$1.11B -$309M 17 0.93% Reduced
41
Managed Account Advisors
Managed Account Advisors
New Jersey
$1.04B -$17.5M 17 1.25% Reduced
42
BlackRock Advisors
BlackRock Advisors
Delaware
$1B -$275M 16 0.95% Reduced
43
Neuberger Berman Group
Neuberger Berman Group
New York
$968M -$122M 11 0.95% Reduced
44
Pzena Investment Management
Pzena Investment Management
New York
$941M -$47.4M 3 5.23% Reduced
45
UBS AM
UBS AM
Illinois
$884M -$6.58M 14 0.89% Reduced
46
California Public Employees Retirement System
California Public Employees Retirement System
California
$784M +$8.84M 20 1.07% Increased
47
Longview Partners
Longview Partners
Guernsey
$755M -$32.6M 1 5.97% Reduced
48
UBS
UBS
Switzerland
$748M +$118M 23 0.59% Increased
49
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$736M +$260M 6 2.6% Increased
50
Primecap Management
Primecap Management
California
$724M -$8.32M 2 0.79% Reduced