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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	Thornburg Investment Management Santa Fe, New Mexico	$507M	+$18M	4	2.82%	Increased
77	WBC Westpac Banking Corp Sydney, Australia	$492M	+$81.8M	11	4.28%	Increased
78	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$492M	+$15.7M	20	0.62%	Increased
79	Fidelity International Hamilton, Bermuda	$485M	-$27.7M	8	1.56%	Reduced
80	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$474M	+$10.6M	9	1.1%	Increased
81	Principal Financial Group Des Moines, Iowa	$471M	+$6.8M	14	0.7%	Increased
82	PNC Financial Services Group Pittsburgh, Pennsylvania	$470M	-$13.8M	20	0.52%	Reduced
83	USAA United Services Automobile Association San Antonio, Texas	$467M	-$50.9M	10	1.64%	Reduced
84	BlackRock New York	$462M	-$45.1M	16	0.64%	Reduced
85	Sanders Capital West Palm Beach, Florida	$455M	-$20.4M	3	4.49%	Reduced
86	APG Asset Management Amsterdam, Netherlands	$435M	-$17.7M	8	0.9%	Reduced
87	Ninety One (UK) London, United Kingdom	$434M	-$61.3M	3	2.54%	Reduced
88	YCMGA York Capital Management Global Advisors New York	$433M	+$19.7M	1	2.97%	Increased
89	TP Tesuji Partners Fort Lee, New Jersey	$431M	-$12.6M	1	26.07%	Reduced
90	Barclays London, United Kingdom	$431M	+$47.3M	23	0.5%	Increased
91	SIG Senator Investment Group New York	$425M	-$45.1M	2	4.08%	Reduced
92	Fred Alger Management New York	$423M	-$102M	7	1.91%	Reduced
93	Citigroup New York	$422M	+$22.5M	24	0.41%	Increased
94	Lazard Asset Management New York	$421M	-$96.9M	8	0.91%	Reduced
95	Swiss National Bank Zurich, Switzerland	$409M	+$127M	14	1.09%	Increased
96	Prudential Financial Newark, New Jersey	$408M	-$15.6M	12	0.71%	Reduced
97	Putnam Investments Boston, Massachusetts	$406M	-$76.2M	10	0.81%	Reduced
98	Schroder Investment Management Group London, United Kingdom	$402M	-$114M	10	0.79%	Reduced
99	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$399M	+$44M	6	0.72%	Increased
100	HSBC Holdings London, United Kingdom	$397M	+$110M	15	0.76%	Increased