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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
AllianceBernstein
AllianceBernstein
Tennessee
$5.01B +$30.8M 35 2.04% Increased
27
UBS AM
UBS AM
Illinois
$4.73B $0 34 2.29% Maintained
28
Wellington Management Group
Wellington Management Group
Massachusetts
$4.67B -$620M 14 0.89% Reduced
29
BAMCO Inc
BAMCO Inc
New York
$4.67B +$4.45M 2 12.92% Increased
30
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$4.47B +$170M 34 1.43% Increased
31
Swiss National Bank
Swiss National Bank
Switzerland
$4.17B -$163M 31 2.83% Reduced
32
Ameriprise
Ameriprise
Minnesota
$3.98B +$142M 33 1.25% Increased
33
Jane Street
Jane Street
New York
$3.93B +$1.23B 57 1.32% Increased
34
Barclays
Barclays
United Kingdom
$3.84B +$399M 52 2.43% Increased
35
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$3.74B -$298M 17 2.92% Reduced
36
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$3.55B -$156M 27 4.21% Reduced
37
B
Bpifrance
France
$3.36B $0 1 90.18% Maintained
38
Franklin Resources
Franklin Resources
California
$3.2B -$161M 24 1.52% Reduced
39
Janus Henderson Group
Janus Henderson Group
$3.15B -$446M 31 1.96% Reduced
40
VOYA Investment Management
VOYA Investment Management
Georgia
$3B +$54.2M 33 3.1% Increased
41
Fisher Asset Management
Fisher Asset Management
Washington
$2.94B +$84.4M 14 1.63% Increased
42
American Century Companies
American Century Companies
Missouri
$2.93B -$305M 28 2.21% Reduced
43
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$2.9B +$217M 8 4.68% Increased
44
Primecap Management
Primecap Management
California
$2.68B -$134M 4 2.24% Reduced
45
Amazon.com Inc
Amazon.com Inc
Washington
$2.64B $0 1 85.31% Maintained
46
Deutsche Bank
Deutsche Bank
Germany
$2.54B +$87.5M 42 1.35% Increased
47
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$2.52B -$116M 12 3.07% Reduced
48
UBS Group
UBS Group
Switzerland
$2.5B -$162M 74 0.84% Reduced
49
Capital International Investors
Capital International Investors
California
$2.5B -$1.19B 8 0.6% Reduced
50
California Public Employees Retirement System
California Public Employees Retirement System
California
$2.44B -$31.1M 16 2.09% Reduced