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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
$1.03B +$163M 18 1.89% Increased
52
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$963M -$48.3M 22 0.74% Reduced
53
Allianz Asset Management
Allianz Asset Management
Germany
$937M +$166M 14 1.08% Increased
54
D.E. Shaw & Co
D.E. Shaw & Co
New York
$902M +$361M 19 1.07% Increased
55
Fisher Asset Management
Fisher Asset Management
Washington
$895M +$212M 9 0.87% Increased
56
ValueAct Holdings
ValueAct Holdings
California
$848M +$370M 2 9.71% Increased
57
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$848M -$27.4M 17 1.08% Reduced
58
Barclays
Barclays
United Kingdom
$832M +$59.7M 29 0.64% Increased
59
ARK Investment Management
ARK Investment Management
Florida
$777M +$92.1M 4 8.36% Increased
60
Neuberger Berman Group
Neuberger Berman Group
New York
$773M -$47.1M 14 0.96% Reduced
61
California Public Employees Retirement System
California Public Employees Retirement System
California
$763M +$26.2M 27 0.75% Increased
62
Putnam Investments
Putnam Investments
Massachusetts
$760M +$17.5M 8 1.61% Increased
63
Citadel Advisors
Citadel Advisors
Florida
$732M -$105M 29 0.26% Reduced
64
LSV Asset Management
LSV Asset Management
Illinois
$723M -$292M 10 1.5% Reduced
65
Fidelity International
Fidelity International
Bermuda
$713M +$72.2M 10 0.96% Increased
66
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$681M -$399M 23 0.16% Reduced
67
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$645M -$76.5M 12 1.56% Reduced
68
APG Asset Management
APG Asset Management
Netherlands
$625M +$91.5M 10 1.14% Increased
69
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$608M -$92.5M 39 0.24% Reduced
70
HSBC Holdings
HSBC Holdings
United Kingdom
$601M +$106M 19 1.14% Increased
71
Raymond James & Associates
Raymond James & Associates
Florida
$595M -$16.9M 19 0.8% Reduced
72
Capital International Investors
Capital International Investors
California
$585M +$187M 3 0.19% Increased
73
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$575M -$9.09M 17 1.01% Reduced
74
GGHC
Gilder Gagnon Howe & Co
New York
$562M -$16.2M 2 4.4% Reduced
75
Victory Capital Management
Victory Capital Management
Texas
$537M -$1.15M 16 0.73% Reduced