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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	Federated Hermes Pittsburgh, Pennsylvania	$418M	-$12.3M	14	1.22%	Reduced
77	Soroban Capital Partners New York	$417M	+$50M	1	2.57%	Increased
78	Sanders Capital West Palm Beach, Florida	$416M	+$24.5M	3	3.45%	Increased
79	Capital International Investors Los Angeles, California	$408M	+$54M	2	0.6%	Increased
80	Brown Advisory Baltimore, Maryland	$408M	-$40M	9	1.43%	Reduced
81	AQR Capital Management Greenwich, Connecticut	$385M	-$8.2M	12	0.68%	Reduced
82	Principal Financial Group Des Moines, Iowa	$385M	+$13.5M	14	0.54%	Increased
83	Citadel Advisors Miami, Florida	$384M	+$133M	20	0.43%	Increased
84	PNC Financial Services Group Pittsburgh, Pennsylvania	$366M	+$71.3M	21	0.43%	Increased
85	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$364M	-$15.4M	19	0.56%	Reduced
86	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$364M	-$9.24M	14	0.78%	Reduced
87	Barclays London, United Kingdom	$362M	+$50.9M	22	0.47%	Increased
88	TP Tesuji Partners Fort Lee, New Jersey	$349M	$0	1	22.1%	Maintained
89	BlackRock New York	$337M	+$45.5M	18	0.51%	Increased
90	William Blair Investment Management Chicago, Illinois	$333M	+$16.3M	3	1.32%	Increased
91	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$330M	-$18.9M	3	0.57%	Reduced
92	ABC Anchor Bolt Capital Chicago, Illinois	$328M	+$58.3M	4	11.46%	Increased
93	Citigroup New York	$318M	+$115M	23	0.32%	Increased
94	Acadian Asset Management Boston, Massachusetts	$317M	+$124M	8	1.62%	Increased
95	SIG Senator Investment Group New York	$313M	-$14M	1	5.01%	Reduced
96	BAMCO Inc New York	$307M	+$6.32M	1	1.63%	Increased
97	Credit Agricole Montrouge Cedex, France	$301M	+$42.7M	12	1.16%	Increased
98	Thornburg Investment Management Santa Fe, New Mexico	$294M	-$160M	4	2.28%	Reduced
99	Raymond James & Associates St Petersburg, Florida	$292M	+$55.1M	14	0.92%	Increased
100	Prudential plc London, England, United Kingdom	$287M	+$48.3M	8	1.13%	Increased