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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
Artisan Partners
Artisan Partners
Wisconsin
$1.64B +$968M 4 3.11% Increased
27
Neuberger Berman Group
Neuberger Berman Group
New York
$1.47B +$184M 14 1.67% Increased
28
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.43B -$41M 25 1.12% Reduced
29
Jennison Associates
Jennison Associates
New York
$1.41B +$113M 4 1.3% Increased
30
Deutsche Bank
Deutsche Bank
Germany
$1.41B -$197M 25 0.71% Reduced
31
LSV Asset Management
LSV Asset Management
Illinois
$1.4B +$339M 10 2.09% Increased
32
Lazard Asset Management
Lazard Asset Management
New York
$1.31B +$101M 10 2.13% Increased
33
UBS AM
UBS AM
Illinois
$1.31B +$178M 18 0.97% Increased
34
Ameriprise
Ameriprise
Minnesota
$1.28B +$55.9M 22 0.45% Increased
35
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.26B -$192M 6 2.01% Reduced
36
Pentwater Capital Management
Pentwater Capital Management
Florida
$1.18B +$100M 1 10.02% Increased
37
Tiger Global Management
Tiger Global Management
New York
$1.09B +$638M 2 5.19% Increased
38
Allianz Asset Management
Allianz Asset Management
Germany
$1.08B -$14.9M 15 0.98% Reduced
39
Legal & General Group
Legal & General Group
United Kingdom
$1.02B +$38.4M 16 0.73% Increased
40
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$1.02B -$103M 16 0.67% Reduced
41
Charles Schwab
Charles Schwab
California
$980M +$53.7M 16 0.65% Increased
42
D.E. Shaw & Co
D.E. Shaw & Co
New York
$954M +$12.4M 17 1.15% Increased
43
Boston Partners
Boston Partners
Massachusetts
$949M -$306M 4 1.1% Reduced
44
Elliott Management
Elliott Management
New York
$898M -$646M 1 3.94% Reduced
45
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$860M +$87.6M 31 0.36% Increased
46
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$859M -$531K 20 0.75% Reduced
47
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$854M +$23.2M 13 1.12% Increased
48
Swiss National Bank
Swiss National Bank
Switzerland
$853M -$40.5M 17 0.95% Reduced
49
Renaissance Technologies
Renaissance Technologies
New York
$853M -$10.5M 15 0.88% Reduced
50
Capital Research Global Investors
Capital Research Global Investors
California
$850M +$553M 3 0.25% Increased