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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
Deutsche Bank
Deutsche Bank
Germany
$5.29B -$19.6M 37 1.95% Reduced
27
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$5.23B +$35.9M 30 1.21% Increased
28
Ameriprise
Ameriprise
Minnesota
$4.93B +$28.4M 28 1.21% Increased
29
Citigroup
Citigroup
New York
$4.54B -$348M 43 2.23% Reduced
30
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$4.2B -$63.3M 6 5.27% Reduced
31
BAMCO Inc
BAMCO Inc
New York
$4.15B -$383M 3 11.26% Reduced
32
Swiss National Bank
Swiss National Bank
Switzerland
$3.91B +$228M 20 2.34% Increased
33
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$3.85B +$24.3M 11 2.4% Increased
34
Public Investment Fund
Public Investment Fund
Saudi Arabia
$3.74B $0 1 15.69% Maintained
35
Janus Henderson Group
Janus Henderson Group
$3.52B +$184M 18 1.72% Increased
36
AllianceBernstein
AllianceBernstein
Tennessee
$3.52B -$23.2M 30 1.15% Reduced
37
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.41B -$178M 56 0.61% Reduced
38
Raymond James Financial
Raymond James Financial
Florida
$3.29B +$75.9M 57 1.13% Increased
39
Capital Research Global Investors
Capital Research Global Investors
California
$3.07B -$439M 4 0.61% Reduced
40
HSBC Holdings
HSBC Holdings
United Kingdom
$3.06B -$140M 29 1.84% Reduced
41
Wells Fargo
Wells Fargo
California
$3.04B -$49.8M 48 0.63% Reduced
42
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$3.04B -$434M 46 1.74% Reduced
43
American Century Companies
American Century Companies
Missouri
$2.99B +$145M 28 1.62% Increased
44
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.74B +$29.4M 28 1.28% Increased
45
Jennison Associates
Jennison Associates
New York
$2.57B -$249M 4 1.53% Reduced
46
Primecap Management
Primecap Management
California
$2.46B -$50.2M 4 1.95% Reduced
47
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$2.46B +$139M 26 1.96% Increased
48
California Public Employees Retirement System
California Public Employees Retirement System
California
$2.46B +$279M 11 1.57% Increased
49
National Pension Service
National Pension Service
South Korea
$2.39B -$41.9M 7 2.06% Reduced
50
Coatue Management
Coatue Management
New York
$2.36B +$188M 5 6.57% Increased