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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	BlackRock New York	$417M	+$78.5K	16	0.61%	Increased
77	SIG Senator Investment Group New York	$405M	+$23.5M	2	4.23%	Increased
78	Sanders Capital West Palm Beach, Florida	$403M	+$6.77M	3	4.31%	Increased
79	Institutional Capital Chicago, Illinois	$400M	-$250M	1	2.34%	Reduced
80	Principal Financial Group Des Moines, Iowa	$389M	-$29.7M	15	0.66%	Reduced
81	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$386M	-$72.7M	19	0.57%	Reduced
82	Barclays London, United Kingdom	$386M	+$38.6M	19	0.37%	Increased
83	Marsico Capital Management Denver, Colorado	$380M	+$289M	3	2.97%	Increased
84	Boston Partners Boston, Massachusetts	$380M	+$22.4M	5	0.62%	Increased
85	Two Sigma Investments New York	$369M	+$118M	13	1.65%	Increased
86	Ninety One (UK) London, United Kingdom	$363M	-$22.4M	3	2.14%	Reduced
87	HSBC Holdings London, United Kingdom	$361M	-$12.6M	13	0.76%	Reduced
88	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$354M	+$50.7M	5	0.71%	Increased
89	LCS Levin Capital Strategies New York	$354M	+$54.9M	4	5.38%	Increased
90	Loomis, Sayles & Company Boston, Massachusetts	$352M	+$44.8M	8	1.03%	Increased
91	Prudential Financial Newark, New Jersey	$350M	+$24.2M	12	0.66%	Increased
92	YCMGA York Capital Management Global Advisors New York	$348M	+$8.26M	1	3.53%	Increased
93	Brandywine Global Investment Management Philadelphia, Pennsylvania	$346M	-$21.1M	4	2.54%	Reduced
94	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$333M	+$13.1M	12	0.82%	Increased
95	CAM Coronation Asset Management Cape Town, South Africa	$329M	+$75.2M	1	16.9%	Increased
96	FTCM Fir Tree Capital Management New York	$327M	+$148M	2	3.67%	Increased
97	Gates Foundation Trust Kirkland, Washington	$325M	+$4.37M	1	1.5%	Increased
98	ACM Andor Capital Management Rye Brook, New York	$321M	+$19M	2	14.93%	Increased
99	abrdn Investment Management Edinburgh, United Kingdom	$313M	-$47.7M	6	1.19%	Reduced
100	New York State Teachers Retirement System (NYSTRS) Albany, New York	$313M	-$552K	7	0.82%	Reduced