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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
$657M -$47.6M 19 0.91% Reduced
52
LSV Asset Management
LSV Asset Management
Illinois
$632M +$105M 7 1.38% Increased
53
Credit Suisse
Credit Suisse
Switzerland
$628M +$70.7M 20 0.51% Increased
54
Acadian Asset Management
Acadian Asset Management
Massachusetts
$612M +$98.1M 5 2.95% Increased
55
Bank of Montreal
Bank of Montreal
Ontario, Canada
$570M -$62.3M 20 0.64% Reduced
56
D.E. Shaw & Co
D.E. Shaw & Co
New York
$552M +$130M 19 0.72% Increased
57
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$551M +$21.7M 16 0.82% Increased
58
Legal & General Group
Legal & General Group
United Kingdom
$544M -$12.5M 9 0.65% Reduced
59
Federated Hermes
Federated Hermes
Pennsylvania
$511M -$57.4M 14 1.65% Reduced
60
American Century Companies
American Century Companies
Missouri
$503M -$101M 13 0.59% Reduced
61
Fidelity International
Fidelity International
Bermuda
$481M +$4.86M 6 1.84% Increased
62
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$480M -$46.4M 20 0.33% Reduced
63
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$468M -$5.57M 9 1.14% Reduced
64
Teachers Advisors
Teachers Advisors
New York
$457M +$22.8M 15 0.92% Increased
65
Macquarie Group
Macquarie Group
Australia
$449M +$60.8M 16 0.96% Increased
66
BlackRock Investment Management
BlackRock Investment Management
Delaware
$446M -$143M 20 0.62% Reduced
67
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$446M +$50.2M 19 0.53% Increased
68
Putnam Investments
Putnam Investments
Massachusetts
$444M -$81.3M 7 0.94% Reduced
69
Citadel Advisors
Citadel Advisors
Florida
$444M -$68M 20 0.46% Reduced
70
Fred Alger Management
Fred Alger Management
New York
$442M -$146M 8 2.15% Reduced
71
Charles Schwab
Charles Schwab
California
$440M +$29.3M 14 0.72% Increased
72
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$437M +$49M 4 1.97% Increased
73
Capital International Investors
Capital International Investors
California
$437M +$14.5M 4 1.06% Increased
74
USAA
United Services Automobile Association
Texas
$426M +$5.88M 10 1.54% Increased
75
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$420M -$108M 10 0.56% Reduced