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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
Wells Fargo
Wells Fargo
California
$3.37B -$522M 66 0.84% Reduced
52
HSBC Holdings
HSBC Holdings
United Kingdom
$3.27B +$358M 32 3.02% Increased
53
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.14B +$261M 68 0.72% Increased
54
Newport Trust Company
Newport Trust Company
District of Columbia
$3.08B -$232M 1 8.3% Reduced
55
California Public Employees Retirement System
California Public Employees Retirement System
California
$2.92B -$34.2M 17 1.96% Reduced
56
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.69B -$651M 59 0.4% Reduced
57
Citigroup
Citigroup
New York
$2.6B +$577M 58 1.39% Increased
58
Jane Street
Jane Street
New York
$2.59B -$53M 59 0.85% Reduced
59
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$2.56B -$16.2M 35 2.57% Reduced
60
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.54B -$7.1M 39 2.1% Reduced
61
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.39B +$154M 38 2.79% Increased
62
UBS Group
UBS Group
Switzerland
$2.37B -$83.9M 71 0.68% Reduced
63
Soros Fund Management
Soros Fund Management
New York
$2.22B +$2.31B 7 30.38% Increased
64
ARK Investment Management
ARK Investment Management
Florida
$2.2B -$1.95B 6 6.65% Reduced
65
Putnam Investments
Putnam Investments
Massachusetts
$2.16B +$94.4M 11 3.09% Increased
66
Millennium Management
Millennium Management
New York
$2.13B +$997M 58 1.08% Increased
67
First Trust Advisors
First Trust Advisors
Illinois
$2.1B +$81.2M 35 2.04% Increased
68
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$2.07B +$53.4M 30 2.54% Increased
69
Harris Associates
Harris Associates
Illinois
$1.96B -$73.2M 2 3.06% Reduced
70
Artisan Partners
Artisan Partners
Wisconsin
$1.95B +$408M 6 2.31% Increased
71
Citadel Advisors
Citadel Advisors
Florida
$1.91B -$1.46B 61 0.39% Reduced
72
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.89B +$447M 23 4.04% Increased
73
Neuberger Berman Group
Neuberger Berman Group
New York
$1.86B +$70.2M 20 1.46% Increased
74
Boston Partners
Boston Partners
Massachusetts
$1.85B -$217M 8 2.23% Reduced
75
Prudential Financial
Prudential Financial
New Jersey
$1.8B +$111M 26 2.24% Increased