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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
VOYA Investment Management
VOYA Investment Management
Georgia
$2.13B -$343M 30 2.09% Reduced
52
Amazon.com Inc
Amazon.com Inc
Washington
$2.13B $0 1 84.16% Maintained
53
Primecap Management
Primecap Management
California
$2.01B -$10.4M 4 1.45% Reduced
54
Raymond James & Associates
Raymond James & Associates
Florida
$1.98B +$10.8M 33 1.3% Increased
55
Newport Trust Company
Newport Trust Company
District of Columbia
$1.93B -$387K 1 4.86% Reduced
56
Jane Street
Jane Street
New York
$1.91B +$103M 58 0.44% Increased
57
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.87B -$203M 34 1.75% Reduced
58
ClearBridge Investments
ClearBridge Investments
New York
$1.86B -$129M 8 1.51% Reduced
59
Capital International Investors
Capital International Investors
California
$1.77B +$404M 7 0.36% Increased
60
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.75B -$7.41M 47 1.64% Reduced
61
Coatue Management
Coatue Management
New York
$1.7B -$345M 6 6.62% Reduced
62
National Pension Service
National Pension Service
South Korea
$1.7B +$9.54M 8 1.95% Increased
63
Harris Associates
Harris Associates
Illinois
$1.6B -$51.1M 1 2.7% Reduced
64
Artisan Partners
Artisan Partners
Wisconsin
$1.52B +$121M 7 2.28% Increased
65
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.52B -$4.4M 31 1.86% Reduced
66
Millennium Management
Millennium Management
New York
$1.42B -$367M 49 0.66% Reduced
67
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$1.32B +$117M 26 1.61% Increased
68
First Trust Advisors
First Trust Advisors
Illinois
$1.29B +$78.5M 27 1.32% Increased
69
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.22B -$14M 35 1.6% Reduced
70
ARK Investment Management
ARK Investment Management
Florida
$1.16B +$11.9M 3 10.27% Increased
71
Principal Financial Group
Principal Financial Group
Iowa
$1.14B -$23.5M 23 0.68% Reduced
72
DZ Bank
DZ Bank
Germany
$1.12B -$297M 12 1.15% Reduced
73
Victory Capital Management
Victory Capital Management
Texas
$1.1B +$26.5M 26 1.1% Increased
74
Rafferty Asset Management
Rafferty Asset Management
New York
$1.05B -$54.8M 22 3.9% Reduced
75
TD Asset Management
TD Asset Management
Ontario, Canada
$1.05B +$3.27M 10 0.98% Increased