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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
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$831M +$192M 8 1.88% Increased
52
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$804M +$462M 21 0.26% Increased
53
ClearBridge Investments
ClearBridge Investments
New York
$802M +$77.3M 12 0.69% Increased
54
Barclays
Barclays
United Kingdom
$794M +$219M 25 0.55% Increased
55
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$783M +$3.77M 18 0.93% Increased
56
Credit Suisse
Credit Suisse
Switzerland
$779M -$127M 21 0.7% Reduced
57
AllianceBernstein
AllianceBernstein
Tennessee
$766M +$5.38M 19 0.5% Increased
58
American Century Companies
American Century Companies
Missouri
$765M -$39.6M 9 0.75% Reduced
59
UBS Group
UBS Group
Switzerland
$749M -$137M 36 0.3% Reduced
60
Teachers Advisors
Teachers Advisors
New York
$745M +$74.8M 16 0.9% Increased
61
Citadel Advisors
Citadel Advisors
Florida
$715M -$379M 25 0.32% Reduced
62
Generation Investment Management
Generation Investment Management
United Kingdom
$709M -$80.9M 2 5.65% Reduced
63
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$705M -$13.7M 1 2.42% Reduced
64
Putnam Investments
Putnam Investments
Massachusetts
$684M +$158M 8 1.48% Increased
65
Pzena Investment Management
Pzena Investment Management
New York
$643M +$4.54M 3 3.13% Increased
66
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$628M +$100M 5 2.25% Increased
67
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$618M +$403M 6 1.31% Increased
68
OppenheimerFunds
OppenheimerFunds
New York
$617M -$43.1M 12 0.72% Reduced
69
Primecap Management
Primecap Management
California
$612M +$4.29M 2 0.41% Increased
70
Capital International Investors
Capital International Investors
California
$604M -$104M 4 0.28% Reduced
71
Sculptor Capital
Sculptor Capital
New York
$603M -$44.9M 4 3.3% Reduced
72
Raymond James & Associates
Raymond James & Associates
Florida
$594M +$29.8M 16 0.92% Increased
73
Fisher Asset Management
Fisher Asset Management
Washington
$593M +$296M 3 0.72% Increased
74
California Public Employees Retirement System
California Public Employees Retirement System
California
$572M +$1.94M 18 0.74% Increased
75
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$559M -$43.3M 10 3.48% Reduced