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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	Citigroup New York	$810M	-$11.9M	23	0.73%	Reduced
52	Charles Schwab San Francisco, California	$804M	+$58.2M	16	0.76%	Increased
53	D.E. Shaw & Co New York	$804M	+$204M	16	1.33%	Increased
54	Lazard Asset Management New York	$794M	-$285M	6	1.49%	Reduced
55	LSV Asset Management Chicago, Illinois	$780M	+$48.2M	9	1.39%	Increased
56	Credit Suisse Zurich, Switzerland	$779M	-$33M	18	0.76%	Reduced
57	Fidelity International Hamilton, Bermuda	$751M	+$32.4M	5	2.17%	Increased
58	Neuberger Berman Group New York	$750M	-$32.8M	15	0.96%	Reduced
59	Teachers Advisors New York	$724M	+$118M	16	1.02%	Increased
60	Farallon Capital Management San Francisco, California	$703M	+$163M	1	7.3%	Increased
61	Parametric Portfolio Associates Seattle, Washington	$687M	+$108M	21	0.82%	Increased
62	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$685M	+$4.4M	8	1.32%	Increased
63	Renaissance Technologies New York	$667M	-$181M	17	0.85%	Reduced
64	Primecap Management Pasadena, California	$654M	-$1.56M	2	0.56%	Reduced
65	Sculptor Capital New York	$651M	+$162M	5	3.45%	Increased
66	Russell Investments Group London, United Kingdom	$647M	-$223M	21	1.15%	Reduced
67	Capital International Investors Los Angeles, California	$624M	+$1.54M	2	0.83%	Increased
68	Eagle Capital Management (New York) New York	$620M	+$602M	1	2.43%	New
69	Generation Investment Management London, United Kingdom	$613M	+$226M	2	6.24%	Increased
70	Pzena Investment Management New York	$606M	+$36.5M	3	3.32%	Increased
71	American Securities New York	$605M	+$418M	2	70.43%	Increased
72	ClearBridge Investments New York	$602M	-$6.22M	13	0.59%	Reduced
73	California Public Employees Retirement System Sacramento, California	$600M	+$12.6M	18	0.96%	Increased
74	OppenheimerFunds New York	$597M	-$37.5M	12	0.74%	Reduced
75	YCMGA York Capital Management Global Advisors New York	$589M	+$234M	1	12.3%	Increased