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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

EV Charging Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
26	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.76B	-$342M	8	2.65%	Reduced
27	Wells Fargo San Francisco, California	$1.74B	+$136M	25	0.56%	Increased
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.7B	+$386M	24	1.25%	Increased
29	Ameriprise Minneapolis, Minnesota	$1.69B	-$121M	20	0.87%	Reduced
30	Bank of Montreal Toronto, Ontario, Canada	$1.58B	+$24M	21	1.5%	Increased
31	Jennison Associates New York	$1.45B	-$260M	4	1.56%	Reduced
32	Capital Research Global Investors Los Angeles, California	$1.45B	-$289M	7	0.46%	Reduced
33	Davidson Kempner Capital Management New York	$1.36B	+$661M	1	15.61%	Increased
34	HBK Investments Dallas, Texas	$1.35B	+$447M	6	10.85%	Increased
35	UBS Group Zurich, Switzerland	$1.23B	+$373M	27	0.67%	Increased
36	AllianceBernstein Nashville, Tennessee	$1.19B	-$37.4M	19	0.95%	Reduced
37	Legal & General Group London, United Kingdom	$1.16B	+$41.6M	16	0.99%	Increased
38	Pentwater Capital Management Naples, Florida	$1.11B	+$221M	1	13.59%	Increased
39	Allianz Asset Management Munich, Germany	$1.08B	-$150M	16	1.05%	Reduced
40	TIAA CREF Investment Management New York	$1.05B	+$43.4M	17	0.75%	Increased
41	Lazard Asset Management New York	$1.03B	-$11.6M	7	1.95%	Reduced
42	UBS AM Chicago, Illinois	$1.02B	-$24.7M	16	1.04%	Reduced
43	American Century Companies Kansas City, Missouri	$1.01B	+$16.2M	11	1.05%	Increased
44	Soroban Capital Partners New York	$1.01B	+$162M	1	5.3%	Increased
45	Royal Bank of Canada Toronto, Ontario, Canada	$1.01B	+$33.4M	22	0.54%	Increased
46	AQR Capital Management Greenwich, Connecticut	$960M	+$76.7M	14	1.28%	Increased
47	Swiss National Bank Zurich, Switzerland	$902M	+$70.8M	15	1.12%	Increased
48	Russell Investments Group London, United Kingdom	$863M	-$1.08M	21	1.58%	Reduced
49	Boston Partners Boston, Massachusetts	$860M	+$399M	5	1.1%	Increased
50	Renaissance Technologies New York	$846M	+$57.8M	16	1.18%	Increased