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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
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.71B +$41.7M 11 1.38% Increased
27
BAMCO Inc
BAMCO Inc
New York
$4.67B -$78.5M 2 10.59% Reduced
28
Allianz Asset Management
Allianz Asset Management
Germany
$4.42B +$342M 23 3.43% Increased
29
Swiss National Bank
Swiss National Bank
Switzerland
$4.15B +$56.4M 28 2.64% Increased
30
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$4.08B -$25.7M 30 1.31% Reduced
31
American Century Companies
American Century Companies
Missouri
$4.04B +$36.5M 22 2.77% Increased
32
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$3.89B -$167M 12 2.42% Reduced
33
Franklin Resources
Franklin Resources
California
$3.89B +$594M 22 1.46% Increased
34
B
Bpifrance
France
$3.7B $0 1 84.86% Maintained
35
Wellington Management Group
Wellington Management Group
Massachusetts
$3.68B +$136M 21 0.63% Increased
36
Primecap Management
Primecap Management
California
$3.58B -$14M 3 2.52% Reduced
37
Janus Henderson Group
Janus Henderson Group
$3.46B -$16.3M 20 1.51% Reduced
38
ClearBridge Investments
ClearBridge Investments
New York
$3.41B +$544M 12 2.43% Increased
39
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$3.37B +$3.55B 19 3.72% New
40
Barclays
Barclays
United Kingdom
$3.31B +$1.12B 30 1.49% Increased
41
Wells Fargo
Wells Fargo
California
$3.23B +$116M 63 0.71% Increased
42
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$3.22B +$84.9M 37 1.83% Increased
43
ARK Investment Management
ARK Investment Management
Florida
$3.18B -$1.06B 5 7.65% Reduced
44
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$3.16B $0 1 1.08% Maintained
45
Deutsche Bank
Deutsche Bank
Germany
$3.01B +$558M 39 1.43% Increased
46
Credit Suisse
Credit Suisse
Switzerland
$3B +$187M 40 1.65% Increased
47
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.91B -$200M 32 1.33% Reduced
48
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.83B -$327M 55 0.38% Reduced
49
Citadel Advisors
Citadel Advisors
Florida
$2.74B +$1.19B 53 0.57% Increased
50
Ameriprise
Ameriprise
Minnesota
$2.72B -$46.3M 33 0.87% Reduced