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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
Capital International Investors
Capital International Investors
California
$3.47B +$195M 10 0.93% Increased
27
Charles Schwab
Charles Schwab
California
$3.46B +$145M 43 1.12% Increased
28
UBS AM
UBS AM
Illinois
$3.3B +$41.2M 30 1.73% Increased
29
Amazon.com Inc
Amazon.com Inc
Washington
$2.92B $0 1 87.74% Maintained
30
B
Bpifrance
France
$2.73B $0 1 89.82% Maintained
31
Swiss National Bank
Swiss National Bank
Switzerland
$2.65B -$224M 33 1.9% Reduced
32
Janus Henderson Group
Janus Henderson Group
$2.61B +$199M 32 1.86% Increased
33
Jennison Associates
Jennison Associates
New York
$2.53B -$2.01B 5 2.56% Reduced
34
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$2.46B +$91.6M 29 3.55% Increased
35
Franklin Resources
Franklin Resources
California
$2.43B -$135M 21 1.27% Reduced
36
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$2.39B +$18.6M 20 1.89% Increased
37
Barclays
Barclays
United Kingdom
$2.34B +$826M 51 1.05% Increased
38
Citadel Advisors
Citadel Advisors
Florida
$2.33B +$646M 66 0.54% Increased
39
American Century Companies
American Century Companies
Missouri
$2.25B +$33.4M 31 1.84% Increased
40
ClearBridge Investments
ClearBridge Investments
New York
$2.25B +$19.7M 9 2.22% Increased
41
BAMCO Inc
BAMCO Inc
New York
$2.23B +$6.19M 2 7.48% Increased
42
Fisher Asset Management
Fisher Asset Management
Washington
$2.19B +$68.9M 14 1.48% Increased
43
Ameriprise
Ameriprise
Minnesota
$2.17B +$32.1M 33 0.74% Increased
44
VOYA Investment Management
VOYA Investment Management
Georgia
$2.06B -$48.6M 39 2.38% Reduced
45
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.05B +$2.13B 62 0.52% Increased
46
Artisan Partners
Artisan Partners
Wisconsin
$1.94B -$486M 8 3.43% Reduced
47
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.94B +$118M 14 2.71% Increased
48
UBS Group
UBS Group
Switzerland
$1.9B +$688M 78 0.71% Increased
49
Newport Trust Company
Newport Trust Company
District of Columbia
$1.72B -$31.1M 1 4.76% Reduced
50
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.7B -$103M 5 1.31% Reduced