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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	Sanders Capital West Palm Beach, Florida	$432M	+$10.6M	3	3.74%	Increased
77	AQR Capital Management Greenwich, Connecticut	$429M	-$109M	12	0.77%	Reduced
78	BlackRock Investment Management Wilmington, Delaware	$429M	-$115M	19	0.56%	Reduced
79	Fred Alger Management New York	$423M	-$37.7M	5	2.14%	Reduced
80	Federated Hermes Pittsburgh, Pennsylvania	$419M	-$15.1M	12	1.3%	Reduced
81	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$407M	+$46.9M	12	0.87%	Increased
82	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$406M	-$19.3M	20	0.35%	Reduced
83	Principal Financial Group Des Moines, Iowa	$401M	+$14.9M	12	0.58%	Increased
84	SIG Senator Investment Group New York	$390M	+$134M	1	5.14%	Increased
85	TP Tesuji Partners Fort Lee, New Jersey	$388M	+$39.5M	1	24.47%	Increased
86	Soroban Capital Partners New York	$385M	-$37.2M	1	3.11%	Reduced
87	Capital International Investors Los Angeles, California	$381M	+$63K	2	0.58%	Increased
88	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$379M	+$9.32M	4	0.66%	Increased
89	Fisher Asset Management Camas, Washington	$372M	-$60.9M	7	0.71%	Reduced
90	Barclays London, United Kingdom	$330M	-$6.66M	23	0.5%	Reduced
91	BAMCO Inc New York	$326M	-$9.64M	1	1.72%	Reduced
92	William Blair Investment Management Chicago, Illinois	$320M	-$10.4M	3	1.27%	Reduced
93	USAA United Services Automobile Association San Antonio, Texas	$320M	-$17.7M	10	1.15%	Reduced
94	BlackRock New York	$320M	-$76.8M	18	0.51%	Reduced
95	Millennium Management New York	$317M	-$34M	18	0.79%	Reduced
96	Putnam Investments Boston, Massachusetts	$314M	-$29M	9	0.75%	Reduced
97	ABC Anchor Bolt Capital Chicago, Illinois	$312M	-$135M	5	10.25%	Reduced
98	WCM Investment Management Laguna Beach, California	$309M	+$16.9M	1	4.8%	Increased
99	New York State Teachers Retirement System (NYSTRS) Albany, New York	$303M	+$828K	7	0.8%	Increased
100	STRS Ohio Columbus, Ohio	$301M	-$4.36M	10	1.35%	Reduced