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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	D.E. Shaw & Co New York	$954M	+$213M	17	1.09%	Increased
52	Royal Bank of Canada Toronto, Ontario, Canada	$941M	+$30.9M	38	0.34%	Increased
53	Amundi Asset Management US Boston, Massachusetts	$940M	+$105M	12	1.1%	Increased
54	Putnam Investments Boston, Massachusetts	$924M	-$5.2M	8	1.9%	Reduced
55	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$908M	-$72.8M	7	0.71%	Reduced
56	Lazard Asset Management New York	$901M	-$187M	8	1.29%	Reduced
57	UBS Group Zurich, Switzerland	$866M	+$174M	36	0.3%	Increased
58	Barclays London, United Kingdom	$845M	+$48.4M	25	0.47%	Increased
59	Fisher Asset Management Camas, Washington	$836M	+$12.6M	7	0.84%	Increased
60	Hotchkis & Wiley Capital Management Los Angeles, California	$799M	+$100M	5	2.77%	Increased
61	New York State Common Retirement Fund Albany, New York	$777M	-$33.4M	17	0.92%	Reduced
62	Eagle Capital Management (New York) New York	$730M	-$14.9M	1	2.33%	Reduced
63	Raymond James & Associates St Petersburg, Florida	$718M	-$17.6M	17	0.91%	Reduced
64	BAMCO Inc New York	$681M	-$203K	1	2.6%	Reduced
65	Citigroup New York	$679M	-$45.5M	27	0.49%	Reduced
66	Bank of Montreal Toronto, Ontario, Canada	$653M	-$13.1M	30	0.49%	Reduced
67	California Public Employees Retirement System Sacramento, California	$653M	+$14.1M	25	0.59%	Increased
68	Soroban Capital Partners New York	$643M	$0	1	8.44%	Maintained
69	ClearBridge Investments New York	$618M	-$310M	10	0.51%	Reduced
70	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$580M	-$99.4M	16	1.14%	Reduced
71	Fidelity International Hamilton, Bermuda	$572M	+$64.7M	10	0.79%	Increased
72	Millennium Management New York	$539M	+$26M	27	0.67%	Increased
73	Truist Financial Charlotte, North Carolina	$539M	+$467M	15	1.1%	Increased
74	First Trust Advisors Wheaton, Illinois	$535M	-$25.5M	19	0.91%	Reduced
75	SSM Sound Shore Management Greenwich, Connecticut	$526M	-$113M	5	12.28%	Reduced