← All themes

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	Macquarie Group Sydney, NSW 2000, Australia	$492M	-$49.4M	15	1.01%	Reduced
77	Winslow Capital Management Minneapolis, Minnesota	$490M	+$289M	2	1.75%	Increased
78	Brown Advisory Baltimore, Maryland	$489M	+$35.3M	10	1.66%	Increased
79	Sanders Capital West Palm Beach, Florida	$470M	+$15.6M	3	4.31%	Increased
80	Thornburg Investment Management Santa Fe, New Mexico	$454M	-$103M	3	2.89%	Reduced
81	Federated Hermes Pittsburgh, Pennsylvania	$451M	+$7.85M	13	1.43%	Increased
82	Soroban Capital Partners New York	$442M	+$16.9M	1	3.2%	Increased
83	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$437M	+$7.28M	18	0.42%	Increased
84	AIG American International Group New York	$427M	+$344M	22	1.76%	Increased
85	BlackRock New York	$415M	+$769K	16	0.61%	Increased
86	Fisher Asset Management Camas, Washington	$414M	-$518K	8	0.8%	Reduced
87	Principal Financial Group Des Moines, Iowa	$414M	+$62M	13	0.61%	Increased
88	TP Tesuji Partners Fort Lee, New Jersey	$410M	+$9.2M	1	26.33%	Increased
89	APG Asset Management Amsterdam, Netherlands	$408M	+$17.9M	7	0.94%	Increased
90	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$392M	-$5.81M	4	0.7%	Reduced
91	Putnam Investments Boston, Massachusetts	$375M	-$286K	9	0.85%	Reduced
92	Millennium Management New York	$368M	-$2.41M	14	0.77%	Reduced
93	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$367M	+$5.9M	12	0.89%	Increased
94	Prudential Financial Newark, New Jersey	$359M	+$10.7M	13	0.65%	Increased
95	Citigroup New York	$356M	+$29.9M	24	0.35%	Increased
96	Barclays London, United Kingdom	$354M	-$27.5M	22	0.43%	Reduced
97	BAMCO Inc New York	$352M	+$42.9M	1	1.63%	Increased
98	WCM Investment Management Laguna Beach, California	$345M	+$23.8M	1	7.07%	Increased
99	William Blair Investment Management Chicago, Illinois	$345M	+$105M	4	1.4%	Increased
100	USAA United Services Automobile Association San Antonio, Texas	$340M	-$2.77M	11	1.21%	Reduced