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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
Amazon.com Inc
Amazon.com Inc
Washington
$5.21B $0 1 92.94% Maintained
27
UBS AM
UBS AM
Illinois
$4.94B -$157M 35 2.77% Reduced
28
BAMCO Inc
BAMCO Inc
New York
$4.76B -$24.4M 2 15.38% Reduced
29
Wellington Management Group
Wellington Management Group
Massachusetts
$4.56B +$525M 24 0.97% Increased
30
Swiss National Bank
Swiss National Bank
Switzerland
$4.42B +$25.3M 36 3.16% Increased
31
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.15B -$6.43M 10 1.55% Reduced
32
AllianceBernstein
AllianceBernstein
Tennessee
$3.99B -$97.2M 39 1.93% Reduced
33
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$3.69B -$61.2M 20 3.03% Reduced
34
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$3.51B -$89.8M 34 1.35% Reduced
35
Capital International Investors
Capital International Investors
California
$3.46B -$129M 9 1.01% Reduced
36
Franklin Resources
Franklin Resources
California
$3.13B -$99.5M 22 1.71% Reduced
37
American Century Companies
American Century Companies
Missouri
$3.12B -$47.8M 31 2.75% Reduced
38
Primecap Management
Primecap Management
California
$3.05B +$26.3M 4 2.95% Increased
39
VOYA Investment Management
VOYA Investment Management
Georgia
$3.01B +$2.41B 41 3.61% Increased
40
Deutsche Bank
Deutsche Bank
Germany
$2.77B -$121M 45 1.67% Reduced
41
Barclays
Barclays
United Kingdom
$2.74B +$180M 52 2.99% Increased
42
Ameriprise
Ameriprise
Minnesota
$2.71B -$42.3M 34 1% Reduced
43
Janus Henderson Group
Janus Henderson Group
$2.62B +$71.2M 30 1.96% Increased
44
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$2.6B -$42.1M 23 3.86% Reduced
45
Artisan Partners
Artisan Partners
Wisconsin
$2.44B +$142M 8 4.29% Increased
46
Citadel Advisors
Citadel Advisors
Florida
$2.34B +$1.49B 55 0.53% Increased
47
B
Bpifrance
France
$2.31B $0 1 89.24% Maintained
48
ClearBridge Investments
ClearBridge Investments
New York
$2.27B +$22M 10 2.29% Increased
49
California Public Employees Retirement System
California Public Employees Retirement System
California
$2.25B +$369M 17 2.07% Increased
50
Credit Suisse
Credit Suisse
Switzerland
$2.18B -$72M 51 2.43% Reduced