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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	Longview Partners St Peter Port, Guernsey	$657M	+$13.2M	1	4.26%	Increased
52	New York State Common Retirement Fund Albany, New York	$652M	+$7.24M	18	0.94%	Increased
53	Parametric Portfolio Associates Seattle, Washington	$626M	+$20.3M	20	0.94%	Increased
54	Pzena Investment Management New York	$626M	-$69.6M	3	3.82%	Reduced
55	OppenheimerFunds New York	$624M	-$57.5M	15	0.78%	Reduced
56	Brandywine Global Investment Management Philadelphia, Pennsylvania	$609M	-$47.2M	10	4.01%	Reduced
57	Charles Schwab San Francisco, California	$605M	+$13.2M	16	0.71%	Increased
58	Fisher Asset Management Camas, Washington	$595M	+$76.7M	7	1.06%	Increased
59	Legal & General Group London, United Kingdom	$570M	+$7.59M	12	0.58%	Increased
60	AIG American International Group New York	$566M	+$23.6M	15	2.25%	Increased
61	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$558M	+$17.4M	8	1.16%	Increased
62	Neuberger Berman Group New York	$553M	-$37.3M	14	0.75%	Reduced
63	Macquarie Group Sydney, NSW 2000, Australia	$551M	-$30.7M	13	1.06%	Reduced
64	Prudential Financial Newark, New Jersey	$546M	-$102M	14	0.9%	Reduced
65	GC Greenlight Capital New York	$540M	-$6.62M	1	10.32%	Reduced
66	California Public Employees Retirement System Sacramento, California	$536M	-$28.1M	18	0.88%	Reduced
67	Soroban Capital Partners New York	$534M	-$7.67M	1	3.24%	Reduced
68	BlackRock Advisors Wilmington, Delaware	$530M	-$177M	19	0.55%	Reduced
69	Brown Advisory Baltimore, Maryland	$524M	-$3.53M	10	1.8%	Reduced
70	Loomis, Sayles & Company Boston, Massachusetts	$513M	+$2.17M	9	1.3%	Increased
71	Capital International Investors Los Angeles, California	$506M	+$1.62M	2	0.73%	Increased
72	Sanders Capital West Palm Beach, Florida	$501M	+$41.7M	3	3.96%	Increased
73	Teachers Advisors New York	$490M	+$98.2K	16	0.82%	Increased
74	CCM Cantillon Capital Management New York	$486M	+$204M	2	6.87%	Increased
75	APG Asset Management Amsterdam, Netherlands	$485M	+$15.2M	7	0.85%	Increased