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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
76
Federated Hermes
Federated Hermes
Pennsylvania
$433M -$112M 13 1.4% Reduced
77
Capital International Investors
Capital International Investors
California
$418M -$54M 3 0.76% Reduced
78
Sanders Capital
Sanders Capital
Florida
$412M +$1.11M 3 4.14% Increased
79
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$409M +$7.82M 19 0.43% Increased
80
Swiss National Bank
Swiss National Bank
Switzerland
$404M +$40.1M 14 1.04% Increased
81
TP
Tesuji Partners
New Jersey
$386M +$59.1M 1 24.99% Increased
82
BlackRock
BlackRock
New York
$383M +$27.2M 16 0.6% Increased
83
Lazard Asset Management
Lazard Asset Management
New York
$378M +$98.5M 9 0.9% Increased
84
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$373M +$13.4M 4 0.72% Increased
85
APG Asset Management
APG Asset Management
Netherlands
$370M -$7.62M 7 0.85% Reduced
86
Ninety One (UK)
Ninety One (UK)
United Kingdom
$365M +$55.3M 3 2.29% Increased
87
Millennium Management
Millennium Management
New York
$359M +$196M 15 0.69% Increased
88
Barclays
Barclays
United Kingdom
$357M +$113M 23 0.43% Increased
89
Fisher Asset Management
Fisher Asset Management
Washington
$356M -$4.59M 6 0.74% Reduced
90
ABC
Anchor Bolt Capital
Illinois
$355M +$156M 5 11.79% Increased
91
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$354M -$29.9M 20 0.42% Reduced
92
Putnam Investments
Putnam Investments
Massachusetts
$353M -$48.8M 8 0.79% Reduced
93
WBC
Westpac Banking Corp
Australia
$352M -$162M 7 3.87% Reduced
94
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$341M +$7.07M 12 0.89% Increased
95
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$338M +$8.06M 7 1.02% Increased
96
Principal Financial Group
Principal Financial Group
Iowa
$334M +$8.47M 13 0.53% Increased
97
Prudential Financial
Prudential Financial
New Jersey
$331M +$31.1M 13 0.65% Increased
98
USAA
United Services Automobile Association
Texas
$330M -$42.9M 10 1.23% Reduced
99
BAMCO Inc
BAMCO Inc
New York
$317M +$13.3M 1 1.43% Increased
100
Prudential plc
Prudential plc
United Kingdom
$310M -$47.7M 7 1.33% Reduced