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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
D1 Capital Partners
D1 Capital Partners
New York
$1.76B +$1.94B 2 10.66% New
77
TD Asset Management
TD Asset Management
Ontario, Canada
$1.75B +$820M 13 1.47% Increased
78
Principal Financial Group
Principal Financial Group
Iowa
$1.72B -$10.8M 27 1.02% Reduced
79
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$1.63B +$1.54B 10 12.03% Increased
80
Clear Street
Clear Street
New York
$1.61B +$1.55B 4 44.18% New
81
Fisher Asset Management
Fisher Asset Management
Washington
$1.58B +$35.1M 13 0.88% Increased
82
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.55B +$285M 9 1.89% Increased
83
ProShare Advisors
ProShare Advisors
Maryland
$1.54B +$361M 24 3.03% Increased
84
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$1.52B +$34.1M 28 2.74% Increased
85
Victory Capital Management
Victory Capital Management
Texas
$1.5B -$139M 29 1.38% Reduced
86
Raymond James & Associates
Raymond James & Associates
Florida
$1.48B +$45.4M 39 1.19% Increased
87
APG Asset Management
APG Asset Management
Netherlands
$1.46B -$24.9M 15 2.49% Reduced
88
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$1.46B +$197M 19 1.55% Increased
89
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$1.45B -$16.8M 13 2.8% Reduced
90
Renaissance Technologies
Renaissance Technologies
New York
$1.44B -$44.6M 34 1.79% Reduced
91
Fred Alger Management
Fred Alger Management
New York
$1.38B +$94.7M 5 3.46% Increased
92
Axa
Axa
France
$1.38B +$28.9M 14 3.53% Increased
93
National Pension Service
National Pension Service
South Korea
$1.36B +$32.2M 8 2.36% Increased
94
GGHC
Gilder Gagnon Howe & Co
New York
$1.35B -$101M 6 7.68% Reduced
95
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$1.35B +$14.1M 10 9.19% Increased
96
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$1.34B +$176M 17 3.26% Increased
97
Pendal Group
Pendal Group
Australia
$1.33B +$414M 11 10.68% Increased
98
Macquarie Group
Macquarie Group
Australia
$1.33B +$94.5M 30 1.11% Increased
99
Dodge & Cox
Dodge & Cox
California
$1.28B +$30.3M 1 0.8% Increased
100
Lazard Asset Management
Lazard Asset Management
New York
$1.26B -$57.8M 25 1.34% Reduced