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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
LSV Asset Management
LSV Asset Management
Illinois
$805M +$55.8M 7 1.67% Increased
52
Credit Suisse
Credit Suisse
Switzerland
$792M -$117M 20 0.8% Reduced
53
Appaloosa Management
Appaloosa Management
Florida
$757M -$23.8M 2 13.28% Reduced
54
Boston Partners
Boston Partners
Massachusetts
$756M -$81M 5 1.13% Reduced
55
Citadel Advisors
Citadel Advisors
Florida
$735M +$140M 20 0.7% Increased
56
California Public Employees Retirement System
California Public Employees Retirement System
California
$696M $0 20 0.96% Maintained
57
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$648M +$82.2M 22 0.45% Increased
58
Capital International Investors
Capital International Investors
California
$644M +$185M 4 1.17% Increased
59
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$635M +$28.1M 16 0.93% Increased
60
Bank of Montreal
Bank of Montreal
Ontario, Canada
$606M +$81.2M 22 0.7% Increased
61
Primecap Management
Primecap Management
California
$597M +$1.35M 2 0.58% Increased
62
AQR Capital Management
AQR Capital Management
Connecticut
$596M +$54M 12 1.36% Increased
63
American Century Companies
American Century Companies
Missouri
$592M -$9.02M 14 0.66% Reduced
64
Charles Schwab
Charles Schwab
California
$580M +$48.4M 16 0.82% Increased
65
Legal & General Group
Legal & General Group
United Kingdom
$578M +$9.07M 9 0.69% Increased
66
Viking Global Investors
Viking Global Investors
Connecticut
$569M -$83M 2 2.21% Reduced
67
GC
Greenlight Capital
New York
$567M +$342M 2 7.29% Increased
68
Macquarie Group
Macquarie Group
Australia
$565M +$177M 16 1.11% Increased
69
Federated Hermes
Federated Hermes
Pennsylvania
$559M +$57.8M 15 1.7% Increased
70
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$540M +$134M 10 3.49% Increased
71
BlackRock Investment Management
BlackRock Investment Management
Delaware
$532M +$16.8M 19 0.7% Increased
72
Fisher Asset Management
Fisher Asset Management
Washington
$530M +$51.5M 6 1.06% Increased
73
Teachers Advisors
Teachers Advisors
New York
$529M -$2.06M 15 0.99% Reduced
74
Brown Advisory
Brown Advisory
Maryland
$524M +$434M 9 1.67% Increased
75
Acadian Asset Management
Acadian Asset Management
Massachusetts
$515M -$39.7M 10 2.37% Reduced