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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
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$586M +$302M 11 3.73% Increased
52
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$565M +$91.3M 15 0.3% Increased
53
abrdn Investment Management
abrdn Investment Management
United Kingdom
$561M +$58.9M 5 3.25% Increased
54
Orbis Holdings
Orbis Holdings
Bermuda
$536M -$66.2M 2 4.03% Reduced
55
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$514M +$103M 10 1.25% Increased
56
Legal & General Group
Legal & General Group
United Kingdom
$504M +$13.7M 6 0.66% Increased
57
Bank of Montreal
Bank of Montreal
Ontario, Canada
$500M +$32.8M 17 0.78% Increased
58
UBS
UBS
Switzerland
$498M +$74.8M 22 0.51% Increased
59
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$496M +$20.1M 14 0.84% Increased
60
Citadel Advisors
Citadel Advisors
Florida
$494M +$104M 15 0.75% Increased
61
Capital International Investors
Capital International Investors
California
$488M $0 4 2.09% Maintained
62
Fred Alger Management
Fred Alger Management
New York
$479M +$77.5M 10 2.66% Increased
63
California Public Employees Retirement System
California Public Employees Retirement System
California
$476M +$12.5M 16 0.88% Increased
64
BlackRock Investment Management
BlackRock Investment Management
Delaware
$473M +$40.1M 16 0.78% Increased
65
Institutional Capital
Institutional Capital
Illinois
$465M -$60.3M 1 2.38% Reduced
66
Epoch Investment Partners
Epoch Investment Partners
New York
$461M +$315M 3 2.06% Increased
67
Citigroup
Citigroup
New York
$456M +$54.1M 20 0.43% Increased
68
LSV Asset Management
LSV Asset Management
Illinois
$456M +$82M 7 1.17% Increased
69
TCA
Taconic Capital Advisors
New York
$428M -$278M 1 19.51% Reduced
70
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$427M -$13.4M 18 0.33% Reduced
71
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$418M +$54.8M 3 0.8% Increased
72
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$416M -$145M 10 0.96% Reduced
73
Charles Schwab
Charles Schwab
California
$414M +$42.9M 13 0.84% Increased
74
Putnam Investments
Putnam Investments
Massachusetts
$410M +$6.23M 8 1.1% Increased
75
Teachers Advisors
Teachers Advisors
New York
$410M -$37.7M 14 1.02% Reduced