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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	Citigroup New York	$357M	+$72.6M	24	0.34%	Increased
102	Loomis, Sayles & Company Boston, Massachusetts	$356M	-$546M	7	1.01%	Reduced
103	Capital Guardian Trust Los Angeles, California	$355M	-$41.3M	8	2.41%	Reduced
104	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$348M	-$27.5M	4	0.71%	Reduced
105	William Blair & Company Chicago, Illinois	$337M	-$30.7M	9	0.55%	Reduced
106	Parametric Portfolio Associates Seattle, Washington	$334M	+$17.7M	19	0.75%	Increased
107	Lazard Asset Management New York	$332M	+$24.4M	8	0.69%	Increased
108	YCMGA York Capital Management Global Advisors New York	$329M	+$60.2M	1	3.28%	Increased
109	Renaissance Technologies New York	$319M	+$36.6M	13	0.74%	Increased
110	Orbis Holdings Hamilton, Bermuda	$317M	-$160K	1	2.61%	Reduced
111	BRC Blue Ridge Capital New York	$308M	$0	1	3.04%	Maintained
112	RhumbLine Advisers Boston, Massachusetts	$303M	-$7.48M	16	0.89%	Reduced
113	ACM Andor Capital Management Rye Brook, New York	$300M	$0	1	16.28%	Maintained
114	TP Tesuji Partners Fort Lee, New Jersey	$297M	$0	1	29.64%	Maintained
115	State Board of Administration of Florida Retirement System Tallahassee, Florida	$293M	-$9.82M	12	0.93%	Reduced
116	OP Oldfield Partners London, United Kingdom	$291M	+$110M	1	12.31%	Increased
117	WI WHV Investments San Francisco, California	$288M	-$9.5M	2	3.63%	Reduced
118	I.G. Investment Management Winnipeg, Manitoba, Canada	$287M	+$49.8M	9	0.98%	Increased
119	Eaton Vance Management Boston, Massachusetts	$284M	+$7.12M	8	0.84%	Increased
120	APG Asset Management Amsterdam, Netherlands	$283M	+$55.9M	7	0.6%	Increased
121	Two Sigma Investments New York	$283M	-$20.3M	14	1.27%	Reduced
122	WBC Westpac Banking Corp Sydney, Australia	$281M	+$43.1M	9	2.71%	Increased
123	Hardman Johnston Global Advisors Stamford, Connecticut	$278M	+$78.5M	4	14.84%	Increased
124	CI Investments Inc Toronto, Ontario, Canada	$275M	+$60.2M	3	2.72%	Increased
125	Guggenheim Capital Chicago, Illinois	$275M	+$56.2M	17	0.69%	Increased