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
| $1.92B | $0 | 1 | 10.8% | Maintained |
|
| 27 |
Davidson Kempner Capital Management
New York
| $1.91B | +$353M | 1 | 20.16% | Increased |
|
| 28 |
Berkshire Hathaway
Omaha,
Nebraska
| $1.82B | $0 | 1 | 0.96% | Maintained |
|
| 29 |
Soroban Capital Partners
New York
| $1.76B | -$200M | 1 | 10.03% | Reduced |
|
| 30 |
Wells Fargo
San Francisco,
California
| $1.69B | -$67.7M | 25 | 0.5% | Reduced |
|
| 31 |
Bank of Montreal
Toronto,
Ontario, Canada
| $1.64B | +$227M | 21 | 1.46% | Increased |
|
| 32 |
UBS Group
Zurich,
Switzerland
| $1.55B | +$514M | 29 | 0.67% | Increased |
|
| 33 |
Citadel Advisors
Miami,
Florida
| $1.44B | +$744M | 26 | 0.78% | Increased |
|
| 34 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $1.4B | -$147M | 6 | 2.22% | Reduced |
|
| 35 |
Ameriprise
Minneapolis,
Minnesota
| $1.33B | +$104M | 22 | 0.6% | Increased |
|
| 36 |
Boston Partners
Boston,
Massachusetts
| $1.32B | +$173M | 6 | 1.6% | Increased |
|
| 37 |
D.E. Shaw & Co
New York
| $1.3B | +$227M | 16 | 1.77% | Increased |
|
| 38 |
UBS AM
Chicago,
Illinois
| $1.25B | +$89M | 17 | 0.99% | Increased |
|
| 39 |
Pentwater Capital Management
Naples,
Florida
| $1.21B | -$321M | 1 | 8.57% | Reduced |
|
| 40 |
Allianz Asset Management
Munich,
Germany
| $1.21B | +$140M | 13 | 1.15% | Increased |
|
| 41 |
TIAA CREF Investment Management
New York
| $1.2B | -$33.7M | 16 | 0.81% | Reduced |
|
| 42 |
Lazard Asset Management
New York
| $1.19B | -$14.1M | 9 | 2.04% | Reduced |
|
| 43 |
HSBC Holdings
London,
United Kingdom
| $1.19B | +$202M | 14 | 1.77% | Increased |
|
| 44 |
Neuberger Berman Group
New York
| $1.18B | +$39.5M | 15 | 1.35% | Increased |
|
| 45 |
Renaissance Technologies
New York
| $1.16B | -$191M | 20 | 1.27% | Reduced |
|
| 46 |
Legal & General Group
London,
United Kingdom
| $1.13B | -$82.8M | 15 | 0.86% | Reduced |
|
| 47 |
Barclays
London,
United Kingdom
| $1.1B | +$356M | 24 | 0.84% | Increased |
|
| 48 |
Jennison Associates
New York
| $1.06B | -$55.7M | 5 | 1.05% | Reduced |
|
| 49 |
Credit Suisse
Zurich,
Switzerland
| $1.02B | -$47.8M | 19 | 0.95% | Reduced |
|
| 50 |
LSV Asset Management
Chicago,
Illinois
| $1B | +$43.2M | 11 | 1.6% | Increased |
|