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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
76	Winslow Capital Management Minneapolis, Minnesota	$360M	+$340M	1	1.18%	New
77	Fred Alger Management New York	$359M	+$337M	10	2.13%	New
78	Putnam Investments Boston, Massachusetts	$358M	+$336M	7	1.04%	New
79	BlackRock New York	$346M	+$326M	16	0.68%	New
80	Calamos Advisors Naperville, Illinois	$343M	+$328M	7	2.24%	New
81	LCS Levin Capital Strategies New York	$340M	+$326M	6	6.11%	New
82	Charles Schwab San Francisco, California	$339M	+$311M	13	0.76%	New
83	LSV Asset Management Chicago, Illinois	$339M	+$327M	5	0.91%	New
84	D.E. Shaw & Co New York	$332M	+$305M	13	0.62%	New
85	Brandywine Global Investment Management Philadelphia, Pennsylvania	$328M	+$324M	4	3.37%	New
86	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$325M	+$298M	8	0.92%	New
87	SCM Scout Capital Management New York	$314M	+$308M	1	5.12%	New
88	New York State Teachers Retirement System (NYSTRS) Albany, New York	$311M	+$291M	8	0.87%	New
89	Federated Hermes Pittsburgh, Pennsylvania	$311M	+$305M	9	1.23%	New
90	SPC Silver Point Capital Greenwich, Connecticut	$307M	+$285M	2	31.63%	New
91	Glenview Capital Management New York	$306M	+$284M	2	2.8%	New
92	PHS PFM Health Sciences San Francisco, California	$300M	+$287M	1	6.22%	New
93	Gates Foundation Trust Kirkland, Washington	$298M	+$304M	1	1.67%	New
94	WI WHV Investments San Francisco, California	$291M	+$279M	3	3%	New
95	Prudential Financial Newark, New Jersey	$287M	+$271M	12	0.64%	New
96	PNC Financial Services Group Pittsburgh, Pennsylvania	$286M	+$279M	19	0.42%	New
97	Silver Lake Group Menlo Park, California	$283M	+$267M	1	27%	New
98	Hotchkis & Wiley Capital Management Los Angeles, California	$282M	+$267M	5	1.41%	New
99	Arrowstreet Capital Boston, Massachusetts	$280M	+$279M	7	2.09%	New
100	Macquarie Group Sydney, NSW 2000, Australia	$276M	+$273M	14	0.6%	New