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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	Credit Suisse Zurich, Switzerland	$788M	-$12.7M	17	0.71%	Reduced
52	Citigroup New York	$782M	+$123M	23	0.7%	Increased
53	Longview Partners St Peter Port, Guernsey	$762M	-$39.4M	1	4.96%	Reduced
54	LSV Asset Management Chicago, Illinois	$755M	-$63M	9	1.38%	Reduced
55	Charles Schwab San Francisco, California	$727M	+$22.5M	16	0.73%	Increased
56	Neuberger Berman Group New York	$723M	+$25.9M	15	0.93%	Increased
57	Fidelity International Hamilton, Bermuda	$716M	+$163M	7	2.01%	Increased
58	New York State Common Retirement Fund Albany, New York	$681M	-$13.3M	21	0.92%	Reduced
59	Capital International Investors Los Angeles, California	$643M	+$26.7M	2	0.87%	Increased
60	ClearBridge Investments New York	$636M	+$130M	13	0.64%	Increased
61	OppenheimerFunds New York	$616M	+$31.1M	14	0.75%	Increased
62	Brandywine Global Investment Management Philadelphia, Pennsylvania	$615M	+$42.9M	11	3.89%	Increased
63	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$611M	-$12.6M	8	1.22%	Reduced
64	Pzena Investment Management New York	$587M	-$33.3M	3	3.31%	Reduced
65	Primecap Management Pasadena, California	$573M	+$9.75M	2	0.52%	Increased
66	Teachers Advisors New York	$569M	+$82.3M	17	0.83%	Increased
67	Parametric Portfolio Associates Seattle, Washington	$566M	-$102M	22	0.86%	Reduced
68	Hotchkis & Wiley Capital Management Los Angeles, California	$565M	-$166M	5	2.21%	Reduced
69	D.E. Shaw & Co New York	$561M	+$126M	15	0.99%	Increased
70	California Public Employees Retirement System Sacramento, California	$558M	-$6.64M	18	0.91%	Reduced
71	CCM Cantillon Capital Management New York	$557M	-$3.13M	2	7.12%	Reduced
72	HSBC Holdings London, United Kingdom	$535M	+$205M	14	1.12%	Increased
73	Prudential Financial Newark, New Jersey	$514M	+$158M	14	0.8%	Increased
74	Farallon Capital Management San Francisco, California	$508M	+$174M	1	5.57%	Increased
75	Sanders Capital West Palm Beach, Florida	$507M	-$61M	3	3.37%	Reduced