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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
ClearBridge Investments
ClearBridge Investments
New York
$2.37B -$176M 9 2.14% Reduced
52
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$2.32B +$77.1M 70 0.61% Increased
53
Credit Suisse
Credit Suisse
Switzerland
$2.3B -$106M 39 2.28% Reduced
54
Newport Trust Company
Newport Trust Company
District of Columbia
$2.3B -$18.2M 1 6.72% Reduced
55
Citigroup
Citigroup
New York
$2.26B +$326M 56 1.48% Increased
56
Wells Fargo
Wells Fargo
California
$2.25B -$55M 65 0.62% Reduced
57
Artisan Partners
Artisan Partners
Wisconsin
$2.2B -$214M 6 3.53% Reduced
58
HSBC Holdings
HSBC Holdings
United Kingdom
$2.08B +$230M 18 2.12% Increased
59
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$2.04B +$64.5M 53 2.28% Increased
60
Renaissance Technologies
Renaissance Technologies
New York
$2.01B -$146M 38 2.9% Reduced
61
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.87B +$64.3M 28 4% Increased
62
Coatue Management
Coatue Management
New York
$1.82B +$266M 11 8.9% Increased
63
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.8B +$33.4M 35 2.55% Increased
64
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.79B -$414M 31 1.82% Reduced
65
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.76B -$25M 39 2.25% Reduced
66
DZ Bank
DZ Bank
Germany
$1.75B -$313M 12 2.64% Reduced
67
Putnam Investments
Putnam Investments
Massachusetts
$1.72B +$84.2M 9 2.54% Increased
68
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.67B -$223M 5 1.14% Reduced
69
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.61B +$254M 21 2.01% Increased
70
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.54B -$241M 65 0.31% Reduced
71
Raymond James & Associates
Raymond James & Associates
Florida
$1.53B +$2.34M 35 1.26% Increased
72
Harris Associates
Harris Associates
Illinois
$1.49B +$4.13M 1 2.8% Increased
73
Prudential Financial
Prudential Financial
New Jersey
$1.44B -$4.15M 24 2.09% Reduced
74
National Pension Service
National Pension Service
South Korea
$1.42B +$157M 5 2.3% Increased
75
Principal Financial Group
Principal Financial Group
Iowa
$1.38B -$25.5M 26 0.94% Reduced