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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	Renaissance Technologies New York	$711M	+$256M	19	1.12%	Increased
52	Hotchkis & Wiley Capital Management Los Angeles, California	$682M	-$116M	5	2.75%	Reduced
53	Longview Partners St Peter Port, Guernsey	$673M	+$52.7M	1	4.45%	Increased
54	Charles Schwab San Francisco, California	$658M	+$32.1M	17	0.72%	Increased
55	Davidson Kempner Capital Management New York	$644M	+$650M	2	13.05%	Increased
56	New York State Common Retirement Fund Albany, New York	$641M	-$30.3M	18	0.91%	Reduced
57	Parametric Portfolio Associates Seattle, Washington	$636M	-$16.5M	20	0.88%	Reduced
58	Citigroup New York	$621M	+$354M	23	0.56%	Increased
59	Neuberger Berman Group New York	$619M	+$43.3M	14	0.83%	Increased
60	Pzena Investment Management New York	$610M	-$40.9M	3	3.48%	Reduced
61	BlackRock Advisors Wilmington, Delaware	$582M	+$27.6M	20	0.59%	Increased
62	Brandywine Global Investment Management Philadelphia, Pennsylvania	$574M	-$79M	9	3.65%	Reduced
63	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$556M	-$16.3M	8	1.17%	Reduced
64	OppenheimerFunds New York	$534M	-$96.5M	15	0.68%	Reduced
65	Capital International Investors Los Angeles, California	$528M	+$7.59M	2	0.76%	Increased
66	California Public Employees Retirement System Sacramento, California	$523M	-$25.9M	19	0.88%	Reduced
67	CCM Cantillon Capital Management New York	$516M	+$39.7M	2	7.23%	Increased
68	Fidelity International Hamilton, Bermuda	$514M	+$228M	7	1.51%	Increased
69	BlackRock Investment Management Wilmington, Delaware	$502M	+$18.3M	19	0.58%	Increased
70	Sanders Capital West Palm Beach, Florida	$495M	+$6.38M	3	3.52%	Increased
71	ClearBridge Investments New York	$492M	+$9.42M	12	0.54%	Increased
72	Fisher Asset Management Camas, Washington	$485M	-$53.8M	7	0.85%	Reduced
73	Primecap Management Pasadena, California	$483M	+$28.5M	2	0.48%	Increased
74	Tiger Global Management New York	$481M	+$396M	1	5.99%	New
75	Brown Advisory Baltimore, Maryland	$475M	-$29.2M	9	1.7%	Reduced