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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
AllianceBernstein
AllianceBernstein
Tennessee
$768M +$154M 20 0.57% Increased
52
Citigroup
Citigroup
New York
$740M +$301M 26 0.75% Increased
53
Generation Investment Management
Generation Investment Management
United Kingdom
$706M +$109M 2 5.92% Increased
54
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$692M -$38M 17 1% Reduced
55
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$687M -$14.1M 1 2.81% Reduced
56
American Century Companies
American Century Companies
Missouri
$685M -$9.17M 8 0.78% Reduced
57
Primecap Management
Primecap Management
California
$666M -$61.3M 2 0.54% Reduced
58
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$649M +$48.4M 5 2.86% Increased
59
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$606M +$40.6M 6 1.52% Increased
60
Teachers Advisors
Teachers Advisors
New York
$573M -$103M 16 0.81% Reduced
61
Putnam Investments
Putnam Investments
Massachusetts
$573M -$27.2M 6 1.51% Reduced
62
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$571M -$159M 12 0.53% Reduced
63
BAMCO Inc
BAMCO Inc
New York
$554M +$418K 1 2.8% Increased
64
Fisher Asset Management
Fisher Asset Management
Washington
$549M +$66.4M 6 0.75% Increased
65
UBS Group
UBS Group
Switzerland
$546M -$104M 34 0.25% Reduced
66
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$544M +$59.4M 4 0.58% Increased
67
Boston Partners
Boston Partners
Massachusetts
$533M -$269M 4 0.77% Reduced
68
California Public Employees Retirement System
California Public Employees Retirement System
California
$529M +$17M 16 0.74% Increased
69
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$487M -$213M 14 1.28% Reduced
70
Bank of Montreal
Bank of Montreal
Ontario, Canada
$486M -$1.05B 26 0.46% Reduced
71
Raymond James & Associates
Raymond James & Associates
Florida
$486M -$21.8M 19 0.85% Reduced
72
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$484M -$12.2M 8 3.59% Reduced
73
Barclays
Barclays
United Kingdom
$472M -$261M 26 0.36% Reduced
74
Russell Investments Group
Russell Investments Group
United Kingdom
$466M +$17.8M 20 1.04% Increased
75
Two Sigma Investments
Two Sigma Investments
New York
$462M +$282M 16 1.81% Increased