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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
BAMCO Inc
BAMCO Inc
New York
$5.89B -$114M 2 15.22% Reduced
27
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$5.53B -$887M 6 6.98% Reduced
28
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$5.48B +$208M 33 1.32% Increased
29
Jennison Associates
Jennison Associates
New York
$5.44B -$940M 3 3.3% Reduced
30
Public Investment Fund
Public Investment Fund
Saudi Arabia
$5.35B +$1.03B 1 19.98% Increased
31
Deutsche Bank
Deutsche Bank
Germany
$4.92B +$248M 35 1.93% Increased
32
Ameriprise
Ameriprise
Minnesota
$4.87B -$76.1M 31 1.25% Reduced
33
Citigroup
Citigroup
New York
$4.4B -$89M 46 2.61% Reduced
34
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$4.38B -$1.84B 6 3.37% Reduced
35
Swiss National Bank
Swiss National Bank
Switzerland
$4.36B -$197M 23 2.9% Reduced
36
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$4.32B -$210M 11 2.92% Reduced
37
HSBC Holdings
HSBC Holdings
United Kingdom
$3.86B -$116M 29 2.24% Reduced
38
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.69B +$275M 55 0.74% Increased
39
Capital Research Global Investors
Capital Research Global Investors
California
$3.64B -$1.12B 5 0.75% Reduced
40
American Century Companies
American Century Companies
Missouri
$3.58B +$59.1M 28 2.06% Increased
41
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.53B -$20.6M 46 1.98% Reduced
42
AllianceBernstein
AllianceBernstein
Tennessee
$3.49B -$231M 30 1.18% Reduced
43
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.47B -$37.1M 29 1.62% Reduced
44
Raymond James Financial
Raymond James Financial
Florida
$3.44B +$3.4B 35 1.27% New
45
Primecap Management
Primecap Management
California
$3.28B -$376M 4 2.54% Reduced
46
Nomura Holdings
Nomura Holdings
Japan
$3.18B +$1.26B 18 4.3% Increased
47
Janus Henderson Group
Janus Henderson Group
$3.11B +$369M 22 1.58% Increased
48
Wells Fargo
Wells Fargo
California
$2.93B -$181M 55 0.66% Reduced
49
DZ Bank
DZ Bank
Germany
$2.86B +$662M 11 2.9% Increased
50
Pictet Asset Management
Pictet Asset Management
Switzerland
$2.82B +$72.3M 22 3.05% Increased