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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	Royal Bank of Canada Toronto, Ontario, Canada	$825M	-$78.6M	28	0.35%	Reduced
52	New York State Common Retirement Fund Albany, New York	$776M	+$8.91M	17	1%	Increased
53	Eagle Capital Management (New York) New York	$757M	-$5.34M	1	2.87%	Reduced
54	Putnam Investments Boston, Massachusetts	$741M	+$53M	6	1.72%	Increased
55	Primecap Management Pasadena, California	$735M	-$3.95M	2	0.54%	Reduced
56	American Century Companies Kansas City, Missouri	$723M	-$6.69M	7	0.73%	Reduced
57	Credit Suisse Zurich, Switzerland	$715M	-$183M	24	0.65%	Reduced
58	Hotchkis & Wiley Capital Management Los Angeles, California	$710M	-$15.2M	5	2.78%	Reduced
59	Pictet Asset Management (UK) London, United Kingdom	$699M	+$1.25M	6	1.54%	Increased
60	Teachers Advisors New York	$696M	+$41M	16	0.85%	Increased
61	Fisher Asset Management Camas, Washington	$688M	+$78.2M	7	0.81%	Increased
62	UBS Group Zurich, Switzerland	$681M	+$69.5M	36	0.28%	Increased
63	Amundi Asset Management US Boston, Massachusetts	$649M	+$7.19M	13	0.91%	Increased
64	AQR Capital Management Greenwich, Connecticut	$640M	+$156M	12	0.68%	Increased
65	Raymond James & Associates St Petersburg, Florida	$612M	+$50.8M	19	0.93%	Increased
66	D.E. Shaw & Co New York	$603M	-$424M	17	0.78%	Reduced
67	Bank of Montreal Toronto, Ontario, Canada	$587M	+$51.7M	28	0.5%	Increased
68	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$568M	+$19.2M	5	0.53%	Increased
69	Russell Investments Group London, United Kingdom	$557M	+$31.7M	21	1.03%	Increased
70	Brandywine Global Investment Management Philadelphia, Pennsylvania	$547M	-$8.88M	11	3.78%	Reduced
71	Barclays London, United Kingdom	$540M	+$23.8M	26	0.37%	Increased
72	OppenheimerFunds New York	$539M	+$65.8M	11	0.67%	Increased
73	Soroban Capital Partners New York	$530M	+$59.8M	1	9.6%	Increased
74	Two Sigma Advisers New York	$526M	+$267M	15	1.33%	Increased
75	Capital International Investors Los Angeles, California	$522M	-$11.7M	5	0.22%	Reduced