← All themes

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
LSV Asset Management
LSV Asset Management
Illinois
$725M +$46.1M 7 1.5% Increased
52
California Public Employees Retirement System
California Public Employees Retirement System
California
$696M +$15.6M 20 0.96% Increased
53
Appaloosa Management
Appaloosa Management
Florida
$692M -$126M 2 17.09% Reduced
54
Boston Partners
Boston Partners
Massachusetts
$680M +$234M 4 1.02% Increased
55
Primecap Management
Primecap Management
California
$605M +$23.9M 2 0.61% Increased
56
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$580M -$7.03M 15 0.86% Reduced
57
Legal & General Group
Legal & General Group
United Kingdom
$552M -$11M 9 0.65% Reduced
58
American Century Companies
American Century Companies
Missouri
$541M +$8.07M 13 0.61% Increased
59
Viking Global Investors
Viking Global Investors
Connecticut
$535M +$502M 2 2.46% New
60
Acadian Asset Management
Acadian Asset Management
Massachusetts
$526M -$43.3M 10 2.34% Reduced
61
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$520M +$27.1M 21 0.34% Increased
62
Citadel Advisors
Citadel Advisors
Florida
$517M +$17.5M 18 0.51% Increased
63
Charles Schwab
Charles Schwab
California
$507M +$30.3M 15 0.76% Increased
64
Bank of Montreal
Bank of Montreal
Ontario, Canada
$497M -$63.7M 20 0.56% Reduced
65
Teachers Advisors
Teachers Advisors
New York
$490M +$4.75M 15 0.94% Increased
66
BlackRock Investment Management
BlackRock Investment Management
Delaware
$490M +$13.8M 20 0.65% Increased
67
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$489M +$24.5M 11 0.96% Increased
68
USAA
United Services Automobile Association
Texas
$483M +$21.9M 10 1.7% Increased
69
BlackRock
BlackRock
New York
$482M +$32.6M 16 0.69% Increased
70
AQR Capital Management
AQR Capital Management
Connecticut
$472M +$296M 12 0.99% Increased
71
Fidelity International
Fidelity International
Bermuda
$470M -$36.3M 7 1.62% Reduced
72
Fisher Asset Management
Fisher Asset Management
Washington
$463M +$198M 6 0.96% Increased
73
Fred Alger Management
Fred Alger Management
New York
$460M -$31.5M 7 2.22% Reduced
74
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$452M -$36.8M 9 1.07% Reduced
75
Lazard Asset Management
Lazard Asset Management
New York
$449M +$285M 6 0.96% Increased