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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	Teachers Advisors New York	$458M	+$20.4M	14	1.03%	Increased
77	Royal Bank of Canada Toronto, Ontario, Canada	$457M	+$1.33M	20	0.32%	Increased
78	Brandywine Global Investment Management Philadelphia, Pennsylvania	$448M	+$53.9M	4	4.11%	Increased
79	Putnam Investments Boston, Massachusetts	$448M	+$19.2M	9	1.08%	Increased
80	Acadian Asset Management Boston, Massachusetts	$447M	+$147M	4	2.49%	Increased
81	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$443M	+$51M	8	1.09%	Increased
82	Charles Schwab San Francisco, California	$443M	+$25.8M	13	0.84%	Increased
83	BlackRock New York	$434M	+$30M	16	0.71%	Increased
84	VOYA Investment Management Atlanta, Georgia	$428M	+$6.84M	14	0.99%	Increased
85	Prudential Financial Newark, New Jersey	$418M	+$13.6M	12	0.83%	Increased
86	Sanders Capital West Palm Beach, Florida	$411M	+$12.4M	3	4.9%	Increased
87	PNC Financial Services Group Pittsburgh, Pennsylvania	$406M	-$25.4M	18	0.54%	Reduced
88	NIMC NWQ Investment Management Company Los Angeles, California	$394M	-$7.83M	5	3.45%	Reduced
89	Hotchkis & Wiley Capital Management Los Angeles, California	$390M	+$23.4M	5	1.67%	Increased
90	Calamos Advisors Naperville, Illinois	$385M	-$38.1M	8	2.45%	Reduced
91	USAA United Services Automobile Association San Antonio, Texas	$384M	+$12.8M	10	1.53%	Increased
92	Ninety One (UK) London, United Kingdom	$374M	+$13.4M	3	2.61%	Increased
93	Capital Guardian Trust Los Angeles, California	$373M	-$17.5M	8	2.46%	Reduced
94	Sculptor Capital New York	$360M	+$257M	7	0.92%	Increased
95	Adage Capital Partners Boston, Massachusetts	$360M	+$103M	5	0.95%	Increased
96	Appaloosa Management Miami Beach, Florida	$358M	-$11.5M	3	4.49%	Reduced
97	New York State Teachers Retirement System (NYSTRS) Albany, New York	$357M	+$5.42M	8	0.93%	Increased
98	Gates Foundation Trust Kirkland, Washington	$356M	+$4.05M	1	1.77%	Increased
99	Amundi Asset Management US Boston, Massachusetts	$347M	+$125M	7	1.33%	Increased
100	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$346M	+$5.34M	18	0.54%	Increased