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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
Holocene Advisors
Holocene Advisors
New York
$2.98B +$163M 9 6.26% Increased
52
National Bank of Canada
National Bank of Canada
Quebec, Canada
$2.93B +$1.04B 35 2.66% Increased
53
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$2.93B -$226M 21 1.96% Reduced
54
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$2.85B -$109M 39 2.3% Reduced
55
Fisher Asset Management
Fisher Asset Management
Washington
$2.72B +$30.3M 8 0.93% Increased
56
Pictet Asset Management
Pictet Asset Management
Switzerland
$2.62B -$14.5M 22 2.54% Reduced
57
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$2.61B -$200M 7 2.17% Reduced
58
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.54B -$88.3M 28 2.54% Reduced
59
Aberdeen Group
Aberdeen Group
United Kingdom
$2.47B -$11.1M 10 3.83% Reduced
60
AQR Capital Management
AQR Capital Management
Connecticut
$2.42B +$2.41M 32 1.27% Increased
61
Coatue Management
Coatue Management
New York
$2.28B -$82M 3 5.71% Reduced
62
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.25B +$3.26M 52 0.26% Increased
63
Principal Financial Group
Principal Financial Group
Iowa
$2.22B +$27.1M 17 1.13% Increased
64
ClearBridge Investments
ClearBridge Investments
New York
$2.15B -$243M 4 1.72% Reduced
65
B
Bpifrance
France
$2.13B $0 1 89.97% Maintained
66
Jane Street
Jane Street
New York
$2.1B -$564M 55 0.32% Reduced
67
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$2.07B +$1.27B 21 2.37% Increased
68
Renaissance Technologies
Renaissance Technologies
New York
$2.03B +$573M 39 3.15% Increased
69
LPL Financial
LPL Financial
California
$2B +$47.1M 38 0.55% Increased
70
Two Sigma Advisers
Two Sigma Advisers
New York
$1.99B +$726M 24 3.86% Increased
71
VOYA Investment Management
VOYA Investment Management
Georgia
$1.9B -$455M 25 1.88% Reduced
72
Public Investment Fund
Public Investment Fund
Saudi Arabia
$1.87B $0 1 14.46% Maintained
73
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$1.84B -$47.3M 32 2.45% Reduced
74
Newport Trust Company
Newport Trust Company
District of Columbia
$1.8B -$92.8M 1 4.31% Reduced
75
First Trust Advisors
First Trust Advisors
Illinois
$1.79B +$197M 28 1.3% Increased