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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
101	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$276M	+$255M	12	0.9%	New
102	State Board of Administration of Florida Retirement System Tallahassee, Florida	$268M	+$247M	12	0.89%	New
103	Loomis, Sayles & Company Boston, Massachusetts	$266M	+$250M	7	0.95%	New
104	RhumbLine Advisers Boston, Massachusetts	$264M	+$246M	16	0.85%	New
105	CCI Columbus Circle Investors	$262M	+$233M	5	2.11%	New
106	USAA United Services Automobile Association San Antonio, Texas	$257M	+$244M	10	1.2%	New
107	Cambiar Investors Denver, Colorado	$254M	+$241M	2	4.1%	New
108	Dodge & Cox San Francisco, California	$254M	+$264M	2	0.3%	New
109	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$251M	+$235M	3	0.57%	New
110	Ninety One (UK) London, United Kingdom	$251M	+$247M	3	1.92%	New
111	Scout Investments Kansas City, Missouri	$251M	+$256M	3	2.91%	New
112	Baillie Gifford & Co Edinburgh, United Kingdom	$251M	+$176M	1	0.76%	New
113	Barclays London, United Kingdom	$250M	+$232M	20	0.31%	New
114	Boston Partners Boston, Massachusetts	$242M	+$241M	3	0.67%	New
115	First Eagle Investment Management New York	$242M	+$227M	3	0.73%	New
116	GE General Electric Evendale, Ohio	$235M	+$221M	2	1.24%	New
117	Adage Capital Partners Boston, Massachusetts	$231M	+$218M	6	0.71%	New
118	BRC Blue Ridge Capital New York	$230M	+$225M	1	2.77%	New
119	Artisan Partners Milwaukee, Wisconsin	$226M	+$196M	3	0.48%	New
120	NFA Nationwide Fund Advisors Columbus, Ohio	$220M	+$210M	15	1.16%	New
121	CGM Capital Growth Management Boston, Massachusetts	$220M	+$202M	4	5.83%	New
122	SFM Systematic Financial Management Teaneck, New Jersey	$219M	+$206M	6	1.87%	New
123	PCM Pennant Capital Management Summit, New Jersey	$217M	+$213M	1	4.04%	New
124	Acadian Asset Management Boston, Massachusetts	$213M	+$218M	5	1.48%	New
125	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$209M	+$197M	5	1.55%	New