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 |
Soroban Capital Partners
New York
| $1.95B | $0 | 1 | 8.07% | Maintained |
|
| 27 |
Elliott Management
New York
| $1.92B | $0 | 1 | 12.06% | Maintained |
|
| 28 |
Wells Fargo
San Francisco,
California
| $1.82B | +$26.6M | 25 | 0.53% | Increased |
|
| 29 |
HBK Investments
Dallas,
Texas
| $1.82B | +$106M | 9 | 14.14% | Increased |
|
| 30 |
Bank of Montreal
Toronto,
Ontario, Canada
| $1.59B | -$108M | 22 | 1.38% | Reduced |
|
| 31 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $1.58B | -$105M | 7 | 2.36% | Reduced |
|
| 32 |
Davidson Kempner Capital Management
New York
| $1.57B | +$142M | 2 | 21.31% | Increased |
|
| 33 |
Pentwater Capital Management
Naples,
Florida
| $1.53B | +$7.98M | 1 | 10.15% | Increased |
|
| 34 |
AQR Capital Management
Greenwich,
Connecticut
| $1.44B | +$13.4M | 16 | 1.51% | Increased |
|
| 35 |
Renaissance Technologies
New York
| $1.4B | +$340M | 20 | 1.54% | Increased |
|
| 36 |
Legal & General Group
London,
United Kingdom
| $1.29B | -$149M | 15 | 0.93% | Reduced |
|
| 37 |
TIAA CREF Investment Management
New York
| $1.28B | -$38.6M | 16 | 0.84% | Reduced |
|
| 38 |
Ameriprise
Minneapolis,
Minnesota
| $1.27B | -$226M | 22 | 0.58% | Reduced |
|
| 39 |
Jennison Associates
New York
| $1.26B | +$160M | 5 | 1.24% | Increased |
|
| 40 |
UBS AM
Chicago,
Illinois
| $1.22B | +$29.7M | 16 | 1.03% | Increased |
|
| 41 |
Lazard Asset Management
New York
| $1.22B | +$316M | 10 | 2.09% | Increased |
|
| 42 |
Neuberger Berman Group
New York
| $1.21B | +$321M | 15 | 1.39% | Increased |
|
| 43 |
Boston Partners
Boston,
Massachusetts
| $1.13B | +$69.9M | 5 | 1.33% | Increased |
|
| 44 |
Credit Suisse
Zurich,
Switzerland
| $1.12B | +$280M | 20 | 1% | Increased |
|
| 45 |
Allianz Asset Management
Munich,
Germany
| $1.11B | +$53.3M | 16 | 0.88% | Increased |
|
| 46 |
UBS Group
Zurich,
Switzerland
| $1.11B | +$90.9M | 29 | 0.46% | Increased |
|
| 47 |
D.E. Shaw & Co
New York
| $1.09B | -$7.08M | 16 | 1.5% | Reduced |
|
| 48 |
Swiss National Bank
Zurich,
Switzerland
| $1.07B | +$3.59M | 16 | 1.16% | Increased |
|
| 49 |
GC
Greenlight Capital
New York
| $1.06B | -$377M | 1 | 19.26% | Reduced |
|
| 50 |
HSBC Holdings
London,
United Kingdom
| $1.04B | +$125M | 15 | 1.5% | Increased |
|