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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	$778M	-$50.1M	24	0.66%	Reduced
52	Primecap Management Pasadena, California	$764M	-$13.9M	2	0.61%	Reduced
53	Eagle Capital Management (New York) New York	$763M	+$2.84M	1	2.68%	Increased
54	Royal Bank of Canada Toronto, Ontario, Canada	$755M	-$103M	38	0.3%	Reduced
55	Fisher Asset Management Camas, Washington	$748M	+$112M	7	0.82%	Increased
56	Amundi Asset Management US Boston, Massachusetts	$733M	+$33.1M	11	1.09%	Increased
57	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$732M	+$166M	7	0.64%	Increased
58	American Century Companies Kansas City, Missouri	$730M	-$10.6M	7	0.73%	Reduced
59	New York State Common Retirement Fund Albany, New York	$706M	-$18M	17	0.89%	Reduced
60	Hotchkis & Wiley Capital Management Los Angeles, California	$695M	-$30.5M	6	2.8%	Reduced
61	Barclays London, United Kingdom	$679M	+$45.3M	29	0.43%	Increased
62	Raymond James & Associates St Petersburg, Florida	$672M	+$33.2M	19	0.94%	Increased
63	UBS Group Zurich, Switzerland	$629M	+$25.6M	40	0.24%	Increased
64	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$613M	+$230M	14	1.26%	Increased
65	Citigroup New York	$606M	-$69.1M	27	0.48%	Reduced
66	SSM Sound Shore Management Greenwich, Connecticut	$593M	+$24.2M	5	12.32%	Increased
67	D.E. Shaw & Co New York	$582M	-$111M	19	0.72%	Reduced
68	Bank of Montreal Toronto, Ontario, Canada	$580M	-$87.7M	31	0.5%	Reduced
69	Arrowstreet Capital Boston, Massachusetts	$567M	+$413M	18	1.32%	Increased
70	Soroban Capital Partners New York	$552M	-$96.6M	1	7.76%	Reduced
71	California Public Employees Retirement System Sacramento, California	$548M	+$108M	20	0.54%	Increased
72	APG Asset Management Amsterdam, Netherlands	$515M	+$35.1M	11	0.85%	Increased
73	Point72 Asset Management Stamford, Connecticut	$484M	-$156M	9	2.97%	Reduced
74	First Trust Advisors Wheaton, Illinois	$478M	+$12.7M	21	0.9%	Increased
75	Millennium Management New York	$465M	-$252M	22	0.73%	Reduced