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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	HCM Highfields Capital Management Boston, Massachusetts	$879M	+$788M	2	9.67%	Increased
52	Renaissance Technologies New York	$875M	-$302M	20	0.95%	Reduced
53	New York State Common Retirement Fund Albany, New York	$871M	-$33.3M	18	1.09%	Reduced
54	Artisan Partners Milwaukee, Wisconsin	$845M	+$78.2M	3	1.7%	Increased
55	Eagle Capital Management (New York) New York	$840M	-$18.7M	1	3.05%	Reduced
56	GC Greenlight Capital New York	$834M	-$57.2M	1	26.59%	Reduced
57	American Century Companies Kansas City, Missouri	$833M	+$54.5M	10	0.84%	Increased
58	AllianceBernstein Nashville, Tennessee	$832M	-$161M	18	0.58%	Reduced
59	Sculptor Capital New York	$827M	+$835M	3	3.84%	New
60	ClearBridge Investments New York	$819M	-$72.8M	12	0.67%	Reduced
61	Generation Investment Management London, United Kingdom	$797M	+$21.5M	2	7.03%	Increased
62	YCMGA York Capital Management Global Advisors New York	$794M	+$258M	2	19.34%	Increased
63	Royal Bank of Canada Toronto, Ontario, Canada	$775M	+$18.2M	26	0.35%	Increased
64	Teachers Advisors New York	$751M	-$3.93M	16	0.94%	Reduced
65	AQR Capital Management Greenwich, Connecticut	$750M	-$138M	15	0.76%	Reduced
66	Capital International Investors Los Angeles, California	$745M	+$3.69M	2	0.84%	Increased
67	Primecap Management Pasadena, California	$725M	+$6.99M	2	0.54%	Increased
68	Citigroup New York	$713M	-$250M	24	0.66%	Reduced
69	Pzena Investment Management New York	$711M	-$36.9M	2	3.57%	Reduced
70	OppenheimerFunds New York	$704M	+$65.2M	11	0.84%	Increased
71	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$666M	+$10.9M	9	1.13%	Increased
72	Barclays London, United Kingdom	$662M	-$477M	24	0.57%	Reduced
73	California Public Employees Retirement System Sacramento, California	$644M	+$5.08M	17	0.89%	Increased
74	Brandywine Global Investment Management Philadelphia, Pennsylvania	$636M	-$60.7M	10	4.06%	Reduced
75	Putnam Investments Boston, Massachusetts	$636M	-$19.5M	8	1.45%	Reduced