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 |
Elliott Management
New York
| $1.86B | +$453M | 1 | 10.97% | Increased |
|
| 27 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.85B | +$311M | 22 | 1.27% | Increased |
|
| 28 |
Bank of Montreal
Toronto,
Ontario, Canada
| $1.77B | -$28.9M | 22 | 1.62% | Reduced |
|
| 29 |
Wells Fargo
San Francisco,
California
| $1.77B | +$1.34M | 25 | 0.55% | Increased |
|
| 30 |
HBK Investments
Dallas,
Texas
| $1.66B | +$110M | 8 | 10.44% | Increased |
|
| 31 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $1.54B | -$31.7M | 7 | 2.32% | Reduced |
|
| 32 |
Pentwater Capital Management
Naples,
Florida
| $1.47B | -$125M | 1 | 12.58% | Reduced |
|
| 33 |
Legal & General Group
London,
United Kingdom
| $1.42B | +$36.2M | 16 | 1.07% | Increased |
|
| 34 |
Ameriprise
Minneapolis,
Minnesota
| $1.42B | +$22.8M | 21 | 0.67% | Increased |
|
| 35 |
GC
Greenlight Capital
New York
| $1.4B | -$738M | 1 | 22.24% | Reduced |
|
| 36 |
AQR Capital Management
Greenwich,
Connecticut
| $1.39B | +$245M | 14 | 1.66% | Increased |
|
| 37 |
Davidson Kempner Capital Management
New York
| $1.38B | -$10.9M | 1 | 18.38% | Reduced |
|
| 38 |
TIAA CREF Investment Management
New York
| $1.34B | -$24.4M | 16 | 0.91% | Reduced |
|
| 39 |
Jennison Associates
New York
| $1.2B | -$46.1M | 4 | 1.23% | Reduced |
|
| 40 |
UBS AM
Chicago,
Illinois
| $1.19B | -$44.6M | 15 | 1.08% | Reduced |
|
| 41 |
AllianceBernstein
Nashville,
Tennessee
| $1.17B | -$22.8M | 17 | 0.88% | Reduced |
|
| 42 |
Capital Research Global Investors
Los Angeles,
California
| $1.14B | -$484M | 7 | 0.35% | Reduced |
|
| 43 |
D.E. Shaw & Co
New York
| $1.09B | +$251M | 17 | 1.67% | Increased |
|
| 44 |
Swiss National Bank
Zurich,
Switzerland
| $1.07B | +$11.3M | 15 | 1.22% | Increased |
|
| 45 |
Allianz Asset Management
Munich,
Germany
| $1.05B | -$93.3M | 14 | 0.91% | Reduced |
|
| 46 |
American Century Companies
Kansas City,
Missouri
| $1.02B | +$47.2M | 11 | 1.04% | Increased |
|
| 47 |
Renaissance Technologies
New York
| $1.01B | +$237M | 18 | 1.19% | Increased |
|
| 48 |
Longview Partners
St Peter Port,
Guernsey
| $1B | +$41.4M | 1 | 5.43% | Increased |
|
| 49 |
Boston Partners
Boston,
Massachusetts
| $995M | -$10.2M | 5 | 1.23% | Reduced |
|
| 50 |
UBS Group
Zurich,
Switzerland
| $987M | -$13.8M | 30 | 0.46% | Reduced |
|