← All themes

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
51	California Public Employees Retirement System Sacramento, California	$641M	+$147M	18	0.93%	Increased
52	Baillie Gifford & Co Edinburgh, United Kingdom	$639M	-$11.4M	1	1.51%	Reduced
53	UBS Zurich, Switzerland	$611M	+$99.7M	22	0.57%	Increased
54	Waddell & Reed Financial Overland Park, Kansas	$608M	+$161M	4	0.98%	Increased
55	Epoch Investment Partners New York	$608M	+$106M	3	2.57%	Increased
56	Jennison Associates New York	$605M	+$364M	5	0.59%	Increased
57	abrdn Investment Management Edinburgh, United Kingdom	$594M	-$20.6M	5	3.14%	Reduced
58	BlackRock Investment Management Wilmington, Delaware	$589M	+$88.7M	17	0.87%	Increased
59	YCMGA York Capital Management Global Advisors New York	$588M	+$262M	3	8.1%	Increased
60	Bank of Montreal Toronto, Ontario, Canada	$572M	+$26.2M	17	0.78%	Increased
61	Citadel Advisors Miami, Florida	$560M	+$9.99M	19	0.73%	Increased
62	American Century Companies Kansas City, Missouri	$557M	-$250M	10	0.66%	Reduced
63	Schroder Investment Management Group London, United Kingdom	$557M	-$1.53M	10	0.7%	Reduced
64	D.E. Shaw & Co New York	$542M	+$109M	13	0.74%	Increased
65	New York State Common Retirement Fund Albany, New York	$541M	+$35.1M	14	0.85%	Increased
66	Capital International Investors Los Angeles, California	$535M	-$13.1M	4	1.66%	Reduced
67	Legal & General Group London, United Kingdom	$532M	+$31.5M	6	0.64%	Increased
68	Citigroup New York	$530M	+$61.3M	20	0.48%	Increased
69	Institutional Capital Chicago, Illinois	$528M	+$112M	1	2.55%	Increased
70	Federated Hermes Pittsburgh, Pennsylvania	$489M	+$80.5M	13	1.69%	Increased
71	TCA Taconic Capital Advisors New York	$473M	-$12.2M	1	18.23%	Reduced
72	LSV Asset Management Chicago, Illinois	$471M	+$18M	6	1.11%	Increased
73	BNP Paribas Financial Markets Paris, France	$471M	-$1.11B	18	0.34%	Reduced
74	JP Jana Partners New York	$462M	+$327M	2	5.84%	Increased
75	Glenview Capital Management New York	$460M	+$11.4M	3	3.29%	Increased