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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
Pzena Investment Management
Pzena Investment Management
New York
$650M -$40.4M 3 4.14% Reduced
52
UBS Group
UBS Group
Switzerland
$647M -$15.5M 25 0.46% Reduced
53
Credit Suisse
Credit Suisse
Switzerland
$645M -$30.4M 20 0.77% Reduced
54
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$600M +$16.8M 16 0.95% Increased
55
HSBC Holdings
HSBC Holdings
United Kingdom
$598M +$195M 14 1.51% Increased
56
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$590M +$127M 7 3.85% Increased
57
Appaloosa Management
Appaloosa Management
Florida
$587M -$124M 2 20.48% Reduced
58
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$567M +$11.8M 24 0.42% Increased
59
California Public Employees Retirement System
California Public Employees Retirement System
California
$563M -$16.4M 17 0.96% Reduced
60
Legal & General Group
Legal & General Group
United Kingdom
$542M +$9.48M 11 0.66% Increased
61
Neuberger Berman Group
Neuberger Berman Group
New York
$538M -$92.5M 14 0.69% Reduced
62
Charles Schwab
Charles Schwab
California
$536M +$23.1M 14 0.79% Increased
63
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$533M +$159M 3 3.34% Increased
64
Macquarie Group
Macquarie Group
Australia
$524M +$68.6M 17 1.12% Increased
65
Primecap Management
Primecap Management
California
$513M -$43.8M 2 0.57% Reduced
66
Boston Partners
Boston Partners
Massachusetts
$503M -$150M 4 0.77% Reduced
67
Teachers Advisors
Teachers Advisors
New York
$493M +$19.9M 14 0.99% Increased
68
BlackRock Investment Management
BlackRock Investment Management
Delaware
$482M +$12.5M 20 0.65% Increased
69
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$470M +$117M 19 0.92% Increased
70
Brown Advisory
Brown Advisory
Maryland
$468M -$5.83M 10 1.67% Reduced
71
AQR Capital Management
AQR Capital Management
Connecticut
$457M -$21.6M 11 0.91% Reduced
72
Bank of Montreal
Bank of Montreal
Ontario, Canada
$447M -$50.8M 22 0.62% Reduced
73
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$445M +$20.4M 8 1.09% Increased
74
Soroban Capital Partners
Soroban Capital Partners
New York
$439M +$329M 1 3.19% Increased
75
Fred Alger Management
Fred Alger Management
New York
$439M -$45.1M 4 2.4% Reduced