← All themes

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
76
USAA
United Services Automobile Association
Texas
$468M +$24.6M 11 1.72% Increased
77
Sanders Capital
Sanders Capital
Florida
$456M -$878K 3 5.08% Reduced
78
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$454M +$3.17M 18 0.58% Increased
79
Principal Financial Group
Principal Financial Group
Iowa
$451M +$108M 14 0.76% Increased
80
Frontier Capital Management
Frontier Capital Management
Massachusetts
$434M +$5.86M 6 3.2% Increased
81
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$426M -$29.3M 4 3.33% Reduced
82
Macquarie Group
Macquarie Group
Australia
$425M +$56.6M 15 0.95% Increased
83
HSBC Holdings
HSBC Holdings
United Kingdom
$422M +$147M 13 0.91% Increased
84
SIG
Senator Investment Group
New York
$407M +$54M 2 4.28% Increased
85
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$405M +$18.5M 6 1.55% Increased
86
Barclays
Barclays
United Kingdom
$402M -$39.4M 22 0.43% Reduced
87
Thornburg Investment Management
Thornburg Investment Management
New Mexico
$393M +$183M 4 1.57% Increased
88
NIMC
NWQ Investment Management Company
California
$390M -$112M 5 3.92% Reduced
89
Gates Foundation Trust
Gates Foundation Trust
Washington
$386M $0 1 1.93% Maintained
90
Calamos Advisors
Calamos Advisors
Illinois
$385M -$20.2M 7 2.44% Reduced
91
GE
General Electric
Ohio
$381M +$67M 4 1.73% Increased
92
Glenview Capital Management
Glenview Capital Management
New York
$380M -$18.2M 3 2.2% Reduced
93
abrdn Investment Management
abrdn Investment Management
United Kingdom
$379M -$176M 6 1.69% Reduced
94
Ninety One (UK)
Ninety One (UK)
United Kingdom
$378M -$72.3M 3 2.2% Reduced
95
Adage Capital Partners
Adage Capital Partners
Massachusetts
$374M +$57M 5 0.97% Increased
96
Prudential Financial
Prudential Financial
New Jersey
$369M -$33.8M 12 0.65% Reduced
97
Boston Partners
Boston Partners
Massachusetts
$367M +$38M 5 0.62% Increased
98
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$366M -$8.34M 11 0.92% Reduced
99
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$365M -$8.43M 7 0.95% Reduced
100
LCS
Levin Capital Strategies
New York
$361M +$20.4M 5 5.56% Increased