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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
$645M -$2.38M 3 3.96% Reduced
52
OppenheimerFunds
OppenheimerFunds
New York
$637M -$160M 12 0.84% Reduced
53
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$632M +$22.8M 9 4.13% Increased
54
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$608M -$7.99M 16 0.93% Reduced
55
Charles Schwab
Charles Schwab
California
$590M +$29M 14 0.77% Increased
56
Winslow Capital Management
Winslow Capital Management
Minnesota
$585M +$103M 2 2.3% Increased
57
California Public Employees Retirement System
California Public Employees Retirement System
California
$573M -$12.3M 18 0.92% Reduced
58
Prudential Financial
Prudential Financial
New Jersey
$572M +$202M 13 1.02% Increased
59
Swiss National Bank
Swiss National Bank
Switzerland
$571M +$102M 15 1.05% Increased
60
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$571M -$4.06M 20 0.92% Reduced
61
BlackRock Advisors
BlackRock Advisors
Delaware
$565M -$232M 18 0.59% Reduced
62
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$564M -$30.7M 7 1.6% Reduced
63
Legal & General Group
Legal & General Group
United Kingdom
$561M +$10.5M 11 0.62% Increased
64
Primecap Management
Primecap Management
California
$530M -$2.36M 2 0.55% Reduced
65
Neuberger Berman Group
Neuberger Berman Group
New York
$521M -$69M 14 0.72% Reduced
66
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$519M +$7.35M 8 1.17% Increased
67
AIG
American International Group
New York
$516M +$21.2M 22 2.02% Increased
68
Macquarie Group
Macquarie Group
Australia
$513M +$34.2M 14 1.03% Increased
69
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$494M +$68M 3 3.29% Increased
70
GC
Greenlight Capital
New York
$481M +$10.5M 1 8.15% Increased
71
APG Asset Management
APG Asset Management
Netherlands
$474M +$74.6M 7 0.98% Increased
72
Teachers Advisors
Teachers Advisors
New York
$472M -$82.9M 14 0.86% Reduced
73
HSBC Holdings
HSBC Holdings
United Kingdom
$465M -$154M 13 1.31% Reduced
74
Brown Advisory
Brown Advisory
Maryland
$460M -$11.7M 9 1.59% Reduced
75
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$457M -$287M 19 0.24% Reduced