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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	Artisan Partners Milwaukee, Wisconsin	$1.7B	+$325M	4	3.83%	Increased
27	Wells Fargo San Francisco, California	$1.56B	+$140M	24	0.52%	Increased
28	Newport Trust Company Washington, District of Columbia	$1.43B	+$2.33M	1	4.66%	Increased
29	LSV Asset Management Chicago, Illinois	$1.24B	+$37.7M	11	2.21%	Increased
30	Tiger Global Management New York	$1.18B	+$304M	2	7.83%	Increased
31	Ameriprise Minneapolis, Minnesota	$1.13B	+$58.2M	20	0.57%	Increased
32	UBS AM Chicago, Illinois	$1.08B	-$65.9M	19	0.93%	Reduced
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.02B	-$251M	25	0.72%	Reduced
34	Capital Research Global Investors Los Angeles, California	$999M	+$135M	2	0.35%	Increased
35	Legal & General Group London, United Kingdom	$994M	+$58.8M	16	0.77%	Increased
36	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$988M	-$60.2M	5	1.94%	Reduced
37	Lazard Asset Management New York	$961M	-$56.2M	8	1.77%	Reduced
38	Allianz Asset Management Munich, Germany	$935M	-$77.6M	14	1.02%	Reduced
39	TIAA CREF Investment Management New York	$922M	+$22.2M	16	0.73%	Increased
40	Charles Schwab San Francisco, California	$898M	+$33.2M	15	0.69%	Increased
41	D.E. Shaw & Co New York	$897M	+$77.8M	16	1.24%	Increased
42	Neuberger Berman Group New York	$886M	-$309M	14	1.23%	Reduced
43	ClearBridge Investments New York	$818M	+$5.87M	11	0.83%	Increased
44	Credit Suisse Zurich, Switzerland	$814M	+$127M	22	0.85%	Increased
45	Royal Bank of Canada Toronto, Ontario, Canada	$804M	+$64.2M	29	0.39%	Increased
46	Parametric Portfolio Associates Seattle, Washington	$791M	+$46M	20	0.78%	Increased
47	Swiss National Bank Zurich, Switzerland	$783M	+$12.5M	17	1%	Increased
48	Renaissance Technologies New York	$775M	+$71.2M	19	0.85%	Increased
49	Millennium Management New York	$772M	+$305M	18	1.2%	Increased
50	Pentwater Capital Management Naples, Florida	$772M	-$263M	1	6.6%	Reduced