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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
California Public Employees Retirement System
California Public Employees Retirement System
California
$732M +$90.7M 18 1.05% Increased
52
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$706M +$109M 4 1.07% Increased
53
BlackRock Investment Management
BlackRock Investment Management
Delaware
$680M +$101M 16 0.99% Increased
54
Institutional Capital
Institutional Capital
Illinois
$653M +$118M 1 3.07% Increased
55
Bank of Montreal
Bank of Montreal
Ontario, Canada
$598M +$15M 18 0.77% Increased
56
UBS
UBS
Switzerland
$580M -$26.9M 22 0.51% Reduced
57
Legal & General Group
Legal & General Group
United Kingdom
$577M +$74.9M 6 0.7% Increased
58
Credit Suisse
Credit Suisse
Switzerland
$574M -$210M 20 0.56% Reduced
59
American Century Companies
American Century Companies
Missouri
$571M -$73.6M 13 0.67% Reduced
60
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$570M +$40M 13 0.88% Increased
61
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$551M -$39.7M 10 0.62% Reduced
62
abrdn Investment Management
abrdn Investment Management
United Kingdom
$542M -$19.3M 4 2.58% Reduced
63
Federated Hermes
Federated Hermes
Pennsylvania
$525M +$23.8M 14 1.76% Increased
64
Citadel Advisors
Citadel Advisors
Florida
$524M -$52.3M 19 0.61% Reduced
65
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co
New York
$513M -$283M 2 8.6% Reduced
66
Capital International Investors
Capital International Investors
California
$502M +$12.8M 4 1.35% Increased
67
Putnam Investments
Putnam Investments
Massachusetts
$501M +$40.4M 9 1.13% Increased
68
Acadian Asset Management
Acadian Asset Management
Massachusetts
$501M +$38.5M 4 2.62% Increased
69
LSV Asset Management
LSV Asset Management
Illinois
$494M +$18.5M 6 1.15% Increased
70
D.E. Shaw & Co
D.E. Shaw & Co
New York
$493M -$45M 15 0.7% Reduced
71
NIMC
NWQ Investment Management Company
California
$472M +$134M 5 4.13% Increased
72
Fidelity International
Fidelity International
Bermuda
$466M +$189M 8 1.69% Increased
73
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$466M +$13.2M 9 1.13% Increased
74
Teachers Advisors
Teachers Advisors
New York
$465M -$26M 14 1.01% Reduced
75
VOYA Investment Management
VOYA Investment Management
Georgia
$459M -$5.46M 14 1.06% Reduced