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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	Pictet Asset Management Carouge, Switzerland	$2.33B	-$120M	18	2.37%	Reduced
52	Fisher Asset Management Camas, Washington	$2.32B	+$110M	10	0.92%	Increased
53	Baillie Gifford & Co Edinburgh, United Kingdom	$2.3B	-$47.9M	7	1.72%	Reduced
54	Nomura Holdings Tokyo, Japan	$2.3B	+$508M	12	4.8%	Increased
55	RhumbLine Advisers Boston, Massachusetts	$2.27B	-$15M	43	1.94%	Reduced
56	Amazon.com Inc Seattle, Washington	$2.18B	$0	1	89.44%	Maintained
57	Rafferty Asset Management New York	$2.11B	+$463M	15	6.95%	Increased
58	ClearBridge Investments New York	$2.08B	-$194M	4	1.69%	Reduced
59	National Bank of Canada Montreal, Quebec, Canada	$2.02B	-$784M	36	1.92%	Reduced
60	Aberdeen Group Edinburgh, United Kingdom	$1.98B	+$78.1M	10	3.37%	Increased
61	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1.97B	-$1.67M	25	2.19%	Reduced
62	B Bpifrance Maisons Alfort, Cedex, France	$1.92B	$0	1	91.96%	Maintained
63	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.9B	-$294K	16	1.63%	Reduced
64	VOYA Investment Management Atlanta, Georgia	$1.82B	+$365M	29	1.81%	Increased
65	Jane Street New York	$1.79B	+$93M	43	0.35%	Increased
66	Victory Capital Management San Antonio, Texas	$1.75B	+$120M	26	1.13%	Increased
67	Principal Financial Group Des Moines, Iowa	$1.64B	+$68.2M	22	0.87%	Increased
68	Newport Trust Company Washington, District of Columbia	$1.61B	-$19.4M	1	3.87%	Reduced
69	AQR Capital Management Greenwich, Connecticut	$1.55B	+$264M	31	1.28%	Increased
70	LPL Financial San Diego, California	$1.5B	+$132M	37	0.5%	Increased
71	Assenagon Asset Management Senningerberg, Luxembourg	$1.47B	-$1.41B	12	2.18%	Reduced
72	New York State Common Retirement Fund Albany, New York	$1.45B	-$59.8M	30	1.93%	Reduced
73	Capital International Investors Los Angeles, California	$1.41B	-$296M	5	0.24%	Reduced
74	Capstone Investment Advisors New York	$1.36B	-$351M	9	3.37%	Reduced
75	TMC Toyota Motor Corp Japan	$1.36B	+$360M	1	42.31%	Increased