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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	UBS Group Zurich, Switzerland	$770M	-$15.8M	22	0.51%	Reduced
52	LSV Asset Management Chicago, Illinois	$769M	+$48.2M	7	1.59%	Increased
53	Boston Partners Boston, Massachusetts	$760M	+$28M	4	1.09%	Increased
54	Neuberger Berman Group New York	$755M	-$27.8M	14	0.84%	Reduced
55	American Century Companies Kansas City, Missouri	$692M	+$92M	13	0.78%	Increased
56	GC Greenlight Capital New York	$690M	+$182M	2	8.66%	Increased
57	New York State Common Retirement Fund Albany, New York	$663M	+$50M	18	0.97%	Increased
58	California Public Employees Retirement System Sacramento, California	$657M	-$93.9M	17	0.99%	Reduced
59	Royal Bank of Canada Toronto, Ontario, Canada	$648M	+$30.2M	23	0.45%	Increased
60	Federated Hermes Pittsburgh, Pennsylvania	$642M	+$90.6M	16	1.93%	Increased
61	Bank of Montreal Toronto, Ontario, Canada	$599M	-$7.43M	21	0.7%	Reduced
62	Primecap Management Pasadena, California	$598M	-$3.47M	2	0.59%	Reduced
63	Legal & General Group London, United Kingdom	$588M	+$35.3M	9	0.69%	Increased
64	Charles Schwab San Francisco, California	$588M	+$35M	14	0.81%	Increased
65	AQR Capital Management Greenwich, Connecticut	$584M	+$42.4M	12	1.16%	Increased
66	Capital International Investors Los Angeles, California	$581M	-$34.2M	3	0.99%	Reduced
67	WBC Westpac Banking Corp Sydney, Australia	$574M	+$128M	9	5.61%	Increased
68	Brandywine Global Investment Management Philadelphia, Pennsylvania	$569M	+$58.1M	8	3.56%	Increased
69	BlackRock Investment Management Wilmington, Delaware	$545M	+$37.1M	19	0.68%	Increased
70	Macquarie Group Sydney, NSW 2000, Australia	$542M	-$20.2M	17	1.07%	Reduced
71	Fred Alger Management New York	$540M	+$101M	6	2.43%	Increased
72	Teachers Advisors New York	$538M	+$13.1M	15	1%	Increased
73	Brown Advisory Baltimore, Maryland	$535M	+$22.7M	10	1.74%	Increased
74	Citigroup New York	$518M	+$127M	25	0.46%	Increased
75	Fidelity International Hamilton, Bermuda	$498M	+$66M	8	1.59%	Increased