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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	Prudential Financial Newark, New Jersey	$410M	+$97.9M	12	0.87%	Increased
77	VOYA Investment Management Atlanta, Georgia	$408M	-$50.4M	14	1.02%	Reduced
78	D.E. Shaw & Co New York	$404M	+$23.9M	15	0.64%	Increased
79	PNC Financial Services Group Pittsburgh, Pennsylvania	$400M	+$103M	17	0.58%	Increased
80	Two Sigma Investments New York	$398M	+$190M	13	2.54%	Increased
81	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$396M	+$19.6M	8	1.06%	Increased
82	Calamos Advisors Naperville, Illinois	$390M	+$27.4M	8	2.45%	Increased
83	BlackRock New York	$390M	+$13.4M	16	0.73%	Increased
84	Glenview Capital Management New York	$373M	+$35.7M	3	3.14%	Increased
85	Sanders Capital West Palm Beach, Florida	$368M	-$29.2M	3	5.05%	Reduced
86	Appaloosa Management Miami Beach, Florida	$355M	-$50.7M	3	5.65%	Reduced
87	NIMC NWQ Investment Management Company Los Angeles, California	$355M	-$59.2M	4	3.37%	Reduced
88	Capital Guardian Trust Los Angeles, California	$353M	-$21.9M	8	2.44%	Reduced
89	Neuberger Berman Group New York	$350M	-$34.5M	10	0.39%	Reduced
90	BRC Blue Ridge Capital New York	$349M	+$74.2M	2	4.17%	Increased
91	Federated Hermes Pittsburgh, Pennsylvania	$348M	+$15.5M	12	1.34%	Increased
92	New York State Teachers Retirement System (NYSTRS) Albany, New York	$343M	+$6.43M	8	0.94%	Increased
93	Brandywine Global Investment Management Philadelphia, Pennsylvania	$340M	-$515K	4	3.39%	Reduced
94	USAA United Services Automobile Association San Antonio, Texas	$338M	+$52.9M	9	1.45%	Increased
95	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$333M	+$51.8M	4	0.72%	Increased
96	LCS Levin Capital Strategies New York	$331M	-$24.2M	4	5.65%	Reduced
97	Winslow Capital Management Minneapolis, Minnesota	$330M	-$96.9M	1	1.07%	Reduced
98	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$327M	+$172M	17	0.54%	Increased
99	SCM Scout Capital Management New York	$325M	-$18.7M	1	6.61%	Reduced
100	WI WHV Investments San Francisco, California	$324M	+$18.8M	3	3.21%	Increased