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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
51	Bank of Montreal Toronto, Ontario, Canada	$719M	+$75.8M	20	0.8%	Increased
52	Institutional Capital Chicago, Illinois	$719M	-$2.4M	1	3.41%	Reduced
53	Bain Capital Investors Boston, Massachusetts	$704M	-$1.13B	1	8.05%	Reduced
54	BlackRock Investment Management Wilmington, Delaware	$663M	-$48.8M	17	0.89%	Reduced
55	Federated Hermes Pittsburgh, Pennsylvania	$635M	+$64.7M	14	1.99%	Increased
56	Legal & General Group London, United Kingdom	$628M	+$2.6M	6	0.73%	Increased
57	Credit Suisse Zurich, Switzerland	$622M	+$22.4M	18	0.51%	Increased
58	American Century Companies Kansas City, Missouri	$621M	-$1.54M	14	0.71%	Reduced
59	Fred Alger Management New York	$618M	-$167M	8	3.04%	Reduced
60	New York State Common Retirement Fund Albany, New York	$613M	+$10M	15	0.91%	Increased
61	Appaloosa Management Miami Beach, Florida	$597M	+$129M	2	8.35%	Increased
62	LSV Asset Management Chicago, Illinois	$589M	+$45.7M	7	1.31%	Increased
63	Putnam Investments Boston, Massachusetts	$582M	+$46.5M	8	1.25%	Increased
64	Royal Bank of Canada Toronto, Ontario, Canada	$576M	+$117M	20	0.39%	Increased
65	Schroder Investment Management Group London, United Kingdom	$567M	-$8.91M	9	0.7%	Reduced
66	Acadian Asset Management Boston, Massachusetts	$554M	+$3.52M	3	2.69%	Increased
67	Citadel Advisors Miami, Florida	$552M	+$1.01M	20	0.63%	Increased
68	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$533M	+$33.7M	9	1.23%	Increased
69	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$516M	+$130M	18	0.78%	Increased
70	Fidelity International Hamilton, Bermuda	$507M	+$15M	6	1.9%	Increased
71	Capital International Investors Los Angeles, California	$495M	-$26.4M	4	1.28%	Reduced
72	D.E. Shaw & Co New York	$478M	-$49.2M	14	0.65%	Reduced
73	Charles Schwab San Francisco, California	$475M	+$32.8M	14	0.8%	Increased
74	Teachers Advisors New York	$475M	-$19.5M	14	0.97%	Reduced
75	BlackRock New York	$471M	-$382K	16	0.7%	Reduced