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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	Orbis Holdings Hamilton, Bermuda	$342M	-$243M	1	2.37%	Reduced
102	LCS Levin Capital Strategies New York	$342M	-$23.7M	4	5.51%	Reduced
103	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$335M	+$12M	4	0.7%	Increased
104	Barclays London, United Kingdom	$335M	+$139M	20	0.34%	Increased
105	Boston Partners Boston, Massachusetts	$332M	+$34.6M	4	0.68%	Increased
106	BRC Blue Ridge Capital New York	$331M	$0	2	3.4%	Maintained
107	Macquarie Group Sydney, NSW 2000, Australia	$328M	+$5.63M	15	0.59%	Increased
108	Two Sigma Investments New York	$324M	-$106M	14	1.79%	Reduced
109	WI WHV Investments San Francisco, California	$323M	-$33.3M	3	3.37%	Reduced
110	HCM Highfields Capital Management Boston, Massachusetts	$322M	+$111M	2	2.62%	Increased
111	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$320M	+$2.18M	12	0.87%	Increased
112	Principal Financial Group Des Moines, Iowa	$319M	+$29.3M	12	0.6%	Increased
113	Victory Capital Management San Antonio, Texas	$315M	+$4.16M	4	2.22%	Increased
114	CCI Columbus Circle Investors	$307M	-$30.2M	4	2.1%	Reduced
115	Frontier Capital Management Boston, Massachusetts	$307M	+$30.7M	6	2.28%	Increased
116	SCM Scout Capital Management New York	$299M	-$30.6M	1	4.91%	Reduced
117	SIG Senator Investment Group New York	$298M	-$20.4M	2	3.42%	Reduced
118	Elliott Management New York	$294M	-$510M	2	6.68%	Reduced
119	RhumbLine Advisers Boston, Massachusetts	$293M	-$1.99M	15	0.87%	Reduced
120	State Board of Administration of Florida Retirement System Tallahassee, Florida	$290M	-$7.21M	12	0.87%	Reduced
121	Parametric Portfolio Associates Seattle, Washington	$283M	+$34.5M	19	0.69%	Increased
122	Dodge & Cox San Francisco, California	$281M	-$64K	2	0.29%	Reduced
123	HSBC Holdings London, United Kingdom	$279M	-$4.79M	13	0.73%	Reduced
124	Baupost Group Boston, Massachusetts	$275M	+$3.14M	1	7.8%	Increased
125	Fidelity International Hamilton, Bermuda	$267M	+$149M	8	1.07%	Increased