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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	Credit Suisse Zurich, Switzerland	$830M	+$112M	25	0.74%	Increased
52	Primecap Management Pasadena, California	$810M	+$141M	2	0.6%	Increased
53	Eagle Capital Management (New York) New York	$782M	-$4.18M	1	2.73%	Reduced
54	Hotchkis & Wiley Capital Management Los Angeles, California	$743M	+$4.71M	6	2.84%	Increased
55	New York State Common Retirement Fund Albany, New York	$725M	-$67.6M	18	0.91%	Reduced
56	Amundi Asset Management US Boston, Massachusetts	$721M	+$33.9M	12	0.59%	Increased
57	Millennium Management New York	$717M	+$271M	25	1.08%	Increased
58	American Century Companies Kansas City, Missouri	$715M	+$26.9M	6	0.71%	Increased
59	Pictet Asset Management (UK) London, United Kingdom	$706M	-$3.2M	8	1.52%	Reduced
60	Putnam Investments Boston, Massachusetts	$692M	-$88.8M	6	1.54%	Reduced
61	Citigroup New York	$690M	+$182M	26	0.56%	Increased
62	D.E. Shaw & Co New York	$687M	+$35.4M	18	0.86%	Increased
63	Bank of Montreal Toronto, Ontario, Canada	$672M	+$73.1M	31	0.57%	Increased
64	Fisher Asset Management Camas, Washington	$659M	-$36.9M	7	0.73%	Reduced
65	Raymond James & Associates St Petersburg, Florida	$651M	+$34.4M	20	0.94%	Increased
66	Barclays London, United Kingdom	$643M	+$99.2M	27	0.39%	Increased
67	UBS Group Zurich, Switzerland	$627M	-$68.1M	35	0.24%	Reduced
68	Point72 Asset Management Stamford, Connecticut	$617M	+$483M	11	3.23%	Increased
69	Soroban Capital Partners New York	$586M	$0	1	8.79%	Maintained
70	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$576M	+$21.5M	6	0.51%	Increased
71	SSM Sound Shore Management Greenwich, Connecticut	$552M	+$133M	5	10.71%	Increased
72	Prudential Financial Newark, New Jersey	$532M	+$112M	17	0.82%	Increased
73	Russell Investments Group London, United Kingdom	$496M	-$71.3M	21	0.93%	Reduced
74	Brandywine Global Investment Management Philadelphia, Pennsylvania	$495M	-$55.1M	12	3.42%	Reduced
75	Capital International Investors Los Angeles, California	$483M	-$38.8M	4	0.19%	Reduced