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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
$477M +$12.3M 13 1.37% Increased
77
ClearBridge Investments
ClearBridge Investments
New York
$474M -$167M 11 0.53% Reduced
78
Citadel Advisors
Citadel Advisors
Florida
$474M -$9.44M 18 0.48% Reduced
79
BlackRock Investment Management
BlackRock Investment Management
Delaware
$469M -$23M 19 0.58% Reduced
80
Primecap Management
Primecap Management
California
$437M -$20M 2 0.44% Reduced
81
Renaissance Technologies
Renaissance Technologies
New York
$436M +$120M 15 0.77% Increased
82
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$428M +$27.1M 19 0.63% Increased
83
Principal Financial Group
Principal Financial Group
Iowa
$414M +$313K 14 0.55% Increased
84
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$401M +$112M 8 0.75% Increased
85
Credit Agricole
Credit Agricole
France
$394M +$54.6M 11 1.28% Increased
86
William Blair Investment Management
William Blair Investment Management
Illinois
$393M -$24.6M 3 1.49% Reduced
87
SIG
Senator Investment Group
New York
$393M +$25.6M 2 5.18% Increased
88
TP
Tesuji Partners
New Jersey
$388M $0 1 30.97% Maintained
89
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$387M +$3.18M 14 0.8% Increased
90
Acadian Asset Management
Acadian Asset Management
Massachusetts
$387M +$62M 9 1.91% Increased
91
Fred Alger Management
Fred Alger Management
New York
$376M -$177M 5 1.93% Reduced
92
Prudential plc
Prudential plc
United Kingdom
$374M +$49.1M 8 1.41% Increased
93
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$368M +$30M 4 0.6% Increased
94
Raymond James & Associates
Raymond James & Associates
Florida
$363M +$46.2M 15 0.99% Increased
95
BlackRock
BlackRock
New York
$356M -$7.45M 20 0.51% Reduced
96
Ninety One (UK)
Ninety One (UK)
United Kingdom
$344M +$12.2M 3 1.67% Increased
97
Barclays
Barclays
United Kingdom
$335M -$53.6M 23 0.37% Reduced
98
Axa
Axa
France
$334M +$60.6M 10 1.47% Increased
99
Putnam Investments
Putnam Investments
Massachusetts
$330M +$4.55M 8 0.79% Increased
100
HSBC Holdings
HSBC Holdings
United Kingdom
$319M +$23.1M 14 0.79% Increased