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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
$2.89B +$51.9M 11 1.78% Increased
52
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$2.86B +$405M 17 1.85% Increased
53
Amazon.com Inc
Amazon.com Inc
Washington
$2.56B $0 2 97.14% Maintained
54
Two Sigma Investments
Two Sigma Investments
New York
$2.55B +$1.12B 30 2.06% Increased
55
Vanguard Asset Management
Vanguard Asset Management
$2.52B +$2.77B 23 2.16% New
56
Primecap Management
Primecap Management
California
$2.5B -$80.3M 3 1.97% Reduced
57
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$2.43B -$29.2M 40 2.08% Reduced
58
AQR Capital Management
AQR Capital Management
Connecticut
$2.41B +$305M 32 1.1% Increased
59
Pictet Asset Management
Pictet Asset Management
Switzerland
$2.29B -$164M 24 2.41% Reduced
60
National Bank of Canada
National Bank of Canada
Quebec, Canada
$2.26B -$297M 35 2.03% Reduced
61
First Trust Advisors
First Trust Advisors
Illinois
$2.23B +$541M 28 1.59% Increased
62
Aberdeen Group
Aberdeen Group
United Kingdom
$2.22B +$102M 10 3.58% Increased
63
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$2.15B +$80.6M 6 2.2% Increased
64
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$2.14B -$49M 28 2.27% Reduced
65
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.07B +$179M 51 0.23% Increased
66
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$1.94B +$2.01B 16 15.39% Increased
67
Millennium Management
Millennium Management
New York
$1.93B +$641M 40 0.8% Increased
68
Victory Capital Management
Victory Capital Management
Texas
$1.91B +$563M 25 1.22% Increased
69
Principal Financial Group
Principal Financial Group
Iowa
$1.9B -$20.6M 18 1.01% Reduced
70
LPL Financial
LPL Financial
California
$1.82B +$58.8M 37 0.48% Increased
71
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$1.79B -$27.9M 23 2.07% Reduced
72
ClearBridge Investments
ClearBridge Investments
New York
$1.78B -$341M 4 1.55% Reduced
73
Coatue Management
Coatue Management
New York
$1.75B -$633M 5 6.03% Reduced
74
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$1.74B +$699M 10 2.64% Increased
75
Viking Global Investors
Viking Global Investors
Connecticut
$1.72B +$322M 3 4.82% Increased