← All themes

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	LSV Asset Management Chicago, Illinois	$961M	+$40.2M	10	1.59%	Increased
52	Lazard Asset Management New York	$957M	+$135M	6	1.73%	Increased
53	Royal Bank of Canada Toronto, Ontario, Canada	$933M	-$92M	25	0.45%	Reduced
54	Eagle Capital Management (New York) New York	$903M	+$169M	1	3.49%	Increased
55	Charles Schwab San Francisco, California	$903M	+$27.9M	16	0.79%	Increased
56	New York State Common Retirement Fund Albany, New York	$899M	+$7M	20	1.15%	Increased
57	HSBC Holdings London, United Kingdom	$891M	+$551M	14	1.43%	Increased
58	Neuberger Berman Group New York	$889M	+$35.9M	15	1.11%	Increased
59	Farallon Capital Management San Francisco, California	$874M	+$145M	1	7.77%	Increased
60	Citigroup New York	$869M	+$7.48M	22	0.71%	Increased
61	Credit Suisse Zurich, Switzerland	$863M	+$3.49M	19	0.84%	Increased
62	Parametric Portfolio Associates Seattle, Washington	$793M	+$30.5M	21	0.86%	Increased
63	Teachers Advisors New York	$740M	-$43.6M	16	1%	Reduced
64	Russell Investments Group London, United Kingdom	$738M	-$53M	20	1.26%	Reduced
65	ClearBridge Investments New York	$726M	+$36.1M	13	0.7%	Increased
66	Susquehanna International Group Bala Cynwyd, Pennsylvania	$725M	+$297M	16	0.28%	Increased
67	Generation Investment Management London, United Kingdom	$725M	+$33.7M	2	6.97%	Increased
68	Millennium Management New York	$717M	+$226M	18	1.09%	Increased
69	Capital International Investors Los Angeles, California	$704M	-$21.6M	2	0.84%	Reduced
70	American Securities New York	$699M	+$133K	2	74.68%	Increased
71	YCMGA York Capital Management Global Advisors New York	$697M	+$87.4M	1	15.15%	Increased
72	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$681M	-$20.8M	8	1.26%	Reduced
73	Sculptor Capital New York	$680M	+$5.62M	5	3.3%	Increased
74	California Public Employees Retirement System Sacramento, California	$675M	+$34.1M	18	1%	Increased
75	Citadel Advisors Miami, Florida	$673M	+$270M	19	0.52%	Increased