← 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	Charles Schwab San Francisco, California	$988M	+$78.3M	16	0.77%	Increased
52	AllianceBernstein Nashville, Tennessee	$969M	-$11.9M	18	0.7%	Reduced
53	Farallon Capital Management San Francisco, California	$969M	+$55.9M	1	6.71%	Increased
54	Swiss National Bank Zurich, Switzerland	$956M	-$72.5M	16	1.17%	Reduced
55	Citigroup New York	$941M	+$134M	23	0.78%	Increased
56	Amundi Asset Management US Boston, Massachusetts	$920M	+$134M	12	1.47%	Increased
57	AQR Capital Management Greenwich, Connecticut	$904M	-$571M	15	0.97%	Reduced
58	New York State Common Retirement Fund Albany, New York	$866M	-$17.2M	19	1.08%	Reduced
59	ClearBridge Investments New York	$841M	+$53.9M	13	0.79%	Increased
60	Parametric Portfolio Associates Seattle, Washington	$827M	+$6.99M	20	0.82%	Increased
61	GC Greenlight Capital New York	$822M	-$132M	1	20.6%	Reduced
62	Millennium Management New York	$814M	-$65.2M	21	1.09%	Reduced
63	Susquehanna International Group Bala Cynwyd, Pennsylvania	$812M	+$112M	20	0.29%	Increased
64	Capital International Investors Los Angeles, California	$806M	-$52.6M	2	0.93%	Reduced
65	Eagle Capital Management (New York) New York	$792M	-$2.15M	1	2.93%	Reduced
66	Generation Investment Management London, United Kingdom	$786M	+$44.9M	2	7.67%	Increased
67	American Century Companies Kansas City, Missouri	$756M	-$150M	10	0.77%	Reduced
68	Royal Bank of Canada Toronto, Ontario, Canada	$754M	-$118M	25	0.34%	Reduced
69	Teachers Advisors New York	$728M	+$8.21M	16	0.94%	Increased
70	Artisan Partners Milwaukee, Wisconsin	$720M	+$92.8M	3	1.46%	Increased
71	Pzena Investment Management New York	$717M	+$200M	3	3.65%	Increased
72	Russell Investments Group London, United Kingdom	$697M	-$28M	20	1.18%	Reduced
73	Putnam Investments Boston, Massachusetts	$649M	+$165M	10	1.51%	Increased
74	Brandywine Global Investment Management Philadelphia, Pennsylvania	$644M	+$20.8M	11	4.06%	Increased
75	UBS O'Connor Chicago, Illinois	$632M	+$113M	4	12.16%	Increased