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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
51
National Pension Service
National Pension Service
South Korea
$3.67B +$50.1M 8 2.36% Increased
52
Vanguard Global Advisers
Vanguard Global Advisers
Pennsylvania
$3.49B -$40.4M 37 1.63% Reduced
53
Vanguard Asset Management
Vanguard Asset Management
$3.3B +$402M 25 2.23% Increased
54
California Public Employees Retirement System
California Public Employees Retirement System
California
$3.25B -$131M 11 1.83% Reduced
55
AQR Capital Management
AQR Capital Management
Connecticut
$3.18B +$518M 35 1.11% Increased
56
Two Sigma Investments
Two Sigma Investments
New York
$3.05B +$1.15M 30 2.21% Increased
57
First Trust Advisors
First Trust Advisors
Illinois
$3.03B +$376M 27 1.78% Increased
58
Aberdeen Group
Aberdeen Group
United Kingdom
$2.95B +$366M 10 4.14% Increased
59
Amazon.com Inc
Amazon.com Inc
Washington
$2.94B $0 2 66.57% Maintained
60
VanEck Associates
VanEck Associates
New York
$2.86B +$215M 17 1.74% Increased
61
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$2.81B +$24.3M 41 2.12% Increased
62
Fisher Asset Management
Fisher Asset Management
Washington
$2.79B -$68.5M 10 0.83% Reduced
63
Primecap Management
Primecap Management
California
$2.74B -$12.4M 3 1.62% Reduced
64
Pictet Asset Management
Pictet Asset Management
Switzerland
$2.64B -$302M 24 2.52% Reduced
65
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.48B +$24.4M 28 2.28% Increased
66
Victory Capital Management
Victory Capital Management
Texas
$2.44B +$200M 27 1.37% Increased
67
LPL Financial
LPL Financial
California
$2.2B +$116M 38 0.49% Increased
68
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.19B -$121M 54 0.17% Reduced
69
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$2.18B -$356M 6 1.98% Reduced
70
Coatue Management
Coatue Management
New York
$2.18B +$89.1M 5 4.48% Increased
71
VOYA Investment Management
VOYA Investment Management
Georgia
$2.17B +$205M 26 1.88% Increased
72
Principal Financial Group
Principal Financial Group
Iowa
$2.15B -$27.7M 18 1.06% Reduced
73
ClearBridge Investments
ClearBridge Investments
New York
$2.01B -$70.4M 5 1.66% Reduced
74
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.95B -$561M 36 1.4% Reduced
75
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.94B -$35.3M 11 2.42% Reduced