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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
$2.2B -$825M 11 1.54% Reduced
52
Coatue Management
Coatue Management
New York
$2.16B +$247M 6 8.04% Increased
53
VOYA Investment Management
VOYA Investment Management
Georgia
$2.13B -$356M 27 2.2% Reduced
54
Raymond James & Associates
Raymond James & Associates
Florida
$2.09B +$5.07M 33 1.27% Increased
55
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$2.03B -$36.7M 46 1.83% Reduced
56
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.88B -$1.59B 10 1.6% Reduced
57
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$1.79B -$7.17M 30 2.08% Reduced
58
Amazon.com Inc
Amazon.com Inc
Washington
$1.78B $0 1 80.58% Maintained
59
Citadel Advisors
Citadel Advisors
Florida
$1.76B +$717M 52 0.34% Increased
60
Millennium Management
Millennium Management
New York
$1.7B +$209M 47 0.81% Increased
61
ClearBridge Investments
ClearBridge Investments
New York
$1.7B -$261M 7 1.34% Reduced
62
Capital International Investors
Capital International Investors
California
$1.68B +$254M 7 0.32% Increased
63
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$1.68B +$98.4M 26 1.79% Increased
64
Newport Trust Company
Newport Trust Company
District of Columbia
$1.65B +$22.2M 1 4% Increased
65
Harris Associates
Harris Associates
Illinois
$1.61B +$65.1M 2 2.11% Increased
66
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.52B +$275M 57 0.26% Increased
67
Victory Capital Management
Victory Capital Management
Texas
$1.52B +$295M 26 1.46% Increased
68
DZ Bank
DZ Bank
Germany
$1.48B +$281M 11 1.46% Increased
69
D.E. Shaw & Co
D.E. Shaw & Co
New York
$1.46B -$576M 35 1.25% Reduced
70
Artisan Partners
Artisan Partners
Wisconsin
$1.42B -$67.2M 7 2.11% Reduced
71
Principal Financial Group
Principal Financial Group
Iowa
$1.39B +$41.6M 21 0.76% Increased
72
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.37B -$67.1M 30 1.86% Reduced
73
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.32B +$347M 17 1.25% Increased
74
First Trust Advisors
First Trust Advisors
Illinois
$1.32B +$6.56M 28 1.25% Increased
75
ARK Investment Management
ARK Investment Management
Florida
$1.29B -$174M 3 11.76% Reduced