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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	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$2.82B	-$134M	7	2.67%	Reduced
52	RhumbLine Advisers Boston, Massachusetts	$2.73B	-$31.1M	45	2.44%	Reduced
53	California Public Employees Retirement System Sacramento, California	$2.65B	-$194M	11	1.77%	Reduced
54	Assenagon Asset Management Senningerberg, Luxembourg	$2.58B	+$1.33B	11	4.16%	Increased
55	B Bpifrance Maisons Alfort, Cedex, France	$2.53B	$0	1	94.97%	Maintained
56	Mitsubishi UFJ Asset Management Tokyo, Japan	$2.5B	+$155M	26	2.42%	Increased
57	Millennium Management New York	$2.47B	+$618M	49	1.21%	Increased
58	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$2.36B	-$66.6M	30	2.75%	Reduced
59	Coatue Management New York	$2.35B	-$128M	2	7.93%	Reduced
60	D.E. Shaw & Co New York	$2.3B	+$584M	32	1.69%	Increased
61	VOYA Investment Management Atlanta, Georgia	$2.19B	-$514M	28	2.28%	Reduced
62	Amazon.com Inc Seattle, Washington	$2.11B	$0	1	78%	Maintained
63	Jane Street New York	$2.09B	-$734M	58	0.45%	Reduced
64	ClearBridge Investments New York	$2B	+$22.8M	7	1.62%	Increased
65	Marshall Wace London, United Kingdom	$1.96B	+$261M	28	2.36%	Increased
66	Principal Financial Group Des Moines, Iowa	$1.94B	+$39.8M	19	1.06%	Increased
67	Capital International Investors Los Angeles, California	$1.88B	+$61.1M	8	0.35%	Increased
68	Victory Capital Management San Antonio, Texas	$1.86B	+$164M	24	1.83%	Increased
69	New York State Common Retirement Fund Albany, New York	$1.85B	-$31.2M	30	2.48%	Reduced
70	Harris Associates Chicago, Illinois	$1.84B	-$15.1M	2	2.42%	Reduced
71	Arrowstreet Capital Boston, Massachusetts	$1.83B	-$266M	13	1.46%	Reduced
72	Rafferty Asset Management New York	$1.8B	+$298M	19	6.39%	Increased
73	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.65B	+$96.3M	18	1.57%	Increased
74	ARK Investment Management St. Petersburg, Florida	$1.65B	-$379M	3	13.71%	Reduced
75	NMO Newlands Management Operations Dallas, Texas	$1.52B	$0	1	9.57%	Maintained