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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
California Public Employees Retirement System
California Public Employees Retirement System
California
$2.19B -$27.9M 15 1.65% Reduced
52
Citigroup
Citigroup
New York
$2.13B +$252M 54 1.28% Increased
53
HSBC Holdings
HSBC Holdings
United Kingdom
$2.08B +$120M 28 2.22% Increased
54
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.07B +$198M 59 0.55% Increased
55
Barclays
Barclays
United Kingdom
$2.07B -$266M 29 0.98% Reduced
56
Harris Associates
Harris Associates
Illinois
$2.06B -$98.7M 2 3.29% Reduced
57
Coatue Management
Coatue Management
New York
$2.05B -$295M 7 7.96% Reduced
58
UBS Group
UBS Group
Switzerland
$2.03B +$210M 63 0.65% Increased
59
Boston Partners
Boston Partners
Massachusetts
$1.99B +$1.66M 7 2.54% Increased
60
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.93B +$177M 37 1.99% Increased
61
Putnam Investments
Putnam Investments
Massachusetts
$1.81B -$193M 10 2.82% Reduced
62
First Trust Advisors
First Trust Advisors
Illinois
$1.81B +$136M 32 1.96% Increased
63
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.71B +$184M 20 2.05% Increased
64
Artisan Partners
Artisan Partners
Wisconsin
$1.68B -$327M 5 2% Reduced
65
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.63B +$69.7M 32 2.05% Increased
66
Neuberger Berman Group
Neuberger Berman Group
New York
$1.62B +$107M 16 1.41% Increased
67
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$1.57B +$384M 7 6.14% Increased
68
Citadel Advisors
Citadel Advisors
Florida
$1.54B -$349M 47 0.34% Reduced
69
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.45B +$10.1M 29 1.91% Increased
70
Fisher Asset Management
Fisher Asset Management
Washington
$1.42B +$53M 12 0.89% Increased
71
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.37B +$552M 27 1.81% Increased
72
Jane Street
Jane Street
New York
$1.36B +$228M 48 0.53% Increased
73
Dodge & Cox
Dodge & Cox
California
$1.33B +$931M 1 0.87% Increased
74
Principal Financial Group
Principal Financial Group
Iowa
$1.24B +$7.18M 25 0.8% Increased
75
Victory Capital Management
Victory Capital Management
Texas
$1.23B +$49.1M 19 1.18% Increased