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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	Soroban Capital Partners New York	$1.83B	+$742M	1	7.11%	Increased
27	Bank of Montreal Toronto, Ontario, Canada	$1.8B	-$59.7M	21	1.72%	Reduced
28	Wells Fargo San Francisco, California	$1.64B	-$131M	25	0.53%	Reduced
29	Pentwater Capital Management Naples, Florida	$1.54B	+$359M	1	14.15%	Increased
30	Capital Research Global Investors Los Angeles, California	$1.5B	+$30.5M	7	0.47%	Increased
31	HBK Investments Dallas, Texas	$1.49B	+$62.6M	11	9.39%	Increased
32	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.4B	-$372M	7	2.12%	Reduced
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.36B	-$413M	23	0.97%	Reduced
34	Elliott Management New York	$1.35B	+$1.33B	1	8.49%	New
35	Davidson Kempner Capital Management New York	$1.34B	-$88.1M	1	18.49%	Reduced
36	Legal & General Group London, United Kingdom	$1.3B	+$83.3M	16	1.05%	Increased
37	Jennison Associates New York	$1.3B	-$416M	3	1.37%	Reduced
38	TIAA CREF Investment Management New York	$1.29B	+$153M	16	0.9%	Increased
39	Ameriprise Minneapolis, Minnesota	$1.25B	-$444M	20	0.63%	Reduced
40	UBS AM Chicago, Illinois	$1.16B	+$95.4M	16	1.12%	Increased
41	AllianceBernstein Nashville, Tennessee	$1.12B	-$124M	18	0.86%	Reduced
42	Allianz Asset Management Munich, Germany	$1.04B	-$75.3M	14	1%	Reduced
43	Swiss National Bank Zurich, Switzerland	$972M	+$22.4M	15	1.15%	Increased
44	Royal Bank of Canada Toronto, Ontario, Canada	$964M	-$66.6M	22	0.5%	Reduced
45	Boston Partners Boston, Massachusetts	$934M	+$74.2M	4	1.19%	Increased
46	UBS Group Zurich, Switzerland	$933M	-$325M	25	0.48%	Reduced
47	American Century Companies Kansas City, Missouri	$933M	-$132M	11	0.97%	Reduced
48	AQR Capital Management Greenwich, Connecticut	$857M	-$80.6M	14	1.13%	Reduced
49	Longview Partners St Peter Port, Guernsey	$857M	+$25M	1	4.94%	Increased
50	New York State Common Retirement Fund Albany, New York	$832M	+$109M	19	1.1%	Increased