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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
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$1.81B -$181M 8 1.49% Reduced
27
BlackRock Group
BlackRock Group
United Kingdom
$1.78B -$8.7M 15 0.96% Reduced
28
Deutsche Bank
Deutsche Bank
Germany
$1.75B +$132M 22 1.09% Increased
29
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$1.67B -$75.6M 16 1.16% Reduced
30
Allianz Asset Management
Allianz Asset Management
Germany
$1.66B -$97.4M 12 1.89% Reduced
31
Geode Capital Management
Geode Capital Management
Massachusetts
$1.61B +$77.4M 21 0.92% Increased
32
Jennison Associates
Jennison Associates
New York
$1.59B +$623M 6 1.46% Increased
33
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$1.54B $0 1 1.44% Maintained
34
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$1.47B +$216M 6 2.04% Increased
35
Managed Account Advisors
Managed Account Advisors
New Jersey
$1.42B +$165M 17 1.25% Increased
36
AllianceBernstein
AllianceBernstein
Tennessee
$1.34B -$62.7M 16 1.09% Reduced
37
Capital World Investors
Capital World Investors
California
$1.24B -$17.9M 3 0.33% Reduced
38
OppenheimerFunds
OppenheimerFunds
New York
$1.23B -$26.4M 10 1.38% Reduced
39
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$1.11B -$99.3M 7 3.07% Reduced
40
ClearBridge Investments
ClearBridge Investments
New York
$988M +$48.2M 8 1.03% Increased
41
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$988M +$30.1M 6 3.43% Increased
42
Russell Frank Company
Russell Frank Company
Washington
$958M -$125M 20 1.76% Reduced
43
Artisan Partners
Artisan Partners
Wisconsin
$905M +$529M 3 1.63% Increased
44
Pzena Investment Management
Pzena Investment Management
New York
$893M -$32.3M 3 4.96% Reduced
45
Longview Partners
Longview Partners
Guernsey
$886M +$27.1M 1 6.14% Increased
46
BlackRock Advisors
BlackRock Advisors
Delaware
$867M +$74.9M 17 0.89% Increased
47
UBS Group
UBS Group
Switzerland
$827M +$3.63M 22 0.57% Increased
48
UBS AM
UBS AM
Illinois
$825M -$42.9M 14 0.8% Reduced
49
Neuberger Berman Group
Neuberger Berman Group
New York
$820M +$54M 13 0.88% Increased
50
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$816M -$456M 20 0.37% Reduced