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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
HSBC Holdings
HSBC Holdings
United Kingdom
$663M +$3.84M 14 1.6% Increased
52
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$639M +$5.48M 16 0.98% Increased
53
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$628M -$5.04M 6 3.99% Reduced
54
UBS AM
UBS AM
Illinois
$612M -$111M 14 0.7% Reduced
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$607M +$17.2M 17 0.96% Increased
56
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$606M -$340M 8 1.71% Reduced
57
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$597M +$98M 20 1.02% Increased
58
Teachers Advisors
Teachers Advisors
New York
$594M +$82.5M 14 1.11% Increased
59
AQR Capital Management
AQR Capital Management
Connecticut
$592M +$73.1M 12 1.04% Increased
60
Neuberger Berman Group
Neuberger Berman Group
New York
$587M +$30.9M 14 0.77% Increased
61
Legal & General Group
Legal & General Group
United Kingdom
$582M +$5.68M 11 0.66% Increased
62
BlackRock Investment Management
BlackRock Investment Management
Delaware
$578M +$62.2M 19 0.74% Increased
63
Citadel Advisors
Citadel Advisors
Florida
$576M -$196M 18 0.63% Reduced
64
Charles Schwab
Charles Schwab
California
$573M +$4.02M 14 0.77% Increased
65
ClearBridge Investments
ClearBridge Investments
New York
$558M -$189M 9 0.65% Reduced
66
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$531M +$241M 13 2.44% Increased
67
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$526M +$57.5M 8 1.2% Increased
68
Lazard Asset Management
Lazard Asset Management
New York
$525M +$144M 10 1.2% Increased
69
Primecap Management
Primecap Management
California
$522M -$3.34M 2 0.53% Reduced
70
Swiss National Bank
Swiss National Bank
Switzerland
$510M +$81.1M 15 1.23% Increased
71
Fred Alger Management
Fred Alger Management
New York
$509M +$48.8M 4 2.48% Increased
72
GC
Greenlight Capital
New York
$504M -$231M 2 9.22% Reduced
73
Bank of Montreal
Bank of Montreal
Ontario, Canada
$501M +$24.9M 22 0.6% Increased
74
ABC
Anchor Bolt Capital
Illinois
$497M +$126M 5 13% Increased
75
Appaloosa Management
Appaloosa Management
Florida
$495M -$138M 2 9.88% Reduced