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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	Epoch Investment Partners New York	$336M	-$274M	3	1.35%	Reduced
102	Boston Partners Boston, Massachusetts	$336M	-$38.8M	5	0.61%	Reduced
103	SIG Senator Investment Group New York	$335M	-$2.72M	2	3.99%	Reduced
104	William Blair & Company Chicago, Illinois	$331M	+$186M	9	0.55%	Increased
105	LCS Levin Capital Strategies New York	$331M	-$530K	4	5.55%	Reduced
106	Principal Financial Group Des Moines, Iowa	$314M	-$11.3M	13	0.56%	Reduced
107	Orbis Holdings Hamilton, Bermuda	$301M	+$13.5M	1	2.39%	Increased
108	Parametric Portfolio Associates Seattle, Washington	$298M	+$16.8M	19	0.71%	Increased
109	Adage Capital Partners Boston, Massachusetts	$296M	-$45.9M	6	0.81%	Reduced
110	GE General Electric Evendale, Ohio	$295M	+$57.2M	4	1.38%	Increased
111	RhumbLine Advisers Boston, Massachusetts	$292M	+$3.22M	15	0.87%	Increased
112	WI WHV Investments San Francisco, California	$290M	-$28.3M	2	3.81%	Reduced
113	Two Sigma Investments New York	$286M	-$56.1M	14	1.53%	Reduced
114	State Board of Administration of Florida Retirement System Tallahassee, Florida	$285M	-$8.09M	12	0.93%	Reduced
115	SG Americas Securities New York	$283M	+$85.6M	15	1.22%	Increased
116	Lazard Asset Management New York	$282M	+$29.5M	8	0.63%	Increased
117	BRC Blue Ridge Capital New York	$281M	-$75.2M	1	3.1%	Reduced
118	TP Tesuji Partners Fort Lee, New Jersey	$271M	$0	1	23.21%	Maintained
119	Renaissance Technologies New York	$266M	+$128M	12	0.64%	Increased
120	ACM Andor Capital Management Rye Brook, New York	$261M	+$43.5M	1	13.82%	Increased
121	Citigroup New York	$261M	-$266M	21	0.27%	Reduced
122	Teacher Retirement System of Texas Austin, Texas	$255M	-$233K	9	2.31%	Reduced
123	HSBC Holdings London, United Kingdom	$251M	-$23.5M	13	0.6%	Reduced
124	Eaton Vance Management Boston, Massachusetts	$251M	+$61.8M	8	0.74%	Increased
125	PC Paulson & Co New York	$247M	+$78.8M	2	1.21%	Increased