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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	$312M	-$5.21M	23	0.27%	Reduced
102	Hardman Johnston Global Advisors Stamford, Connecticut	$309M	+$45.2M	3	17.05%	Increased
103	Calamos Advisors Naperville, Illinois	$308M	-$21.5M	8	2.05%	Reduced
104	Parametric Portfolio Associates Seattle, Washington	$301M	+$3.94M	19	0.67%	Increased
105	NIMC NWQ Investment Management Company Los Angeles, California	$295M	-$46M	4	3.23%	Reduced
106	BRC Blue Ridge Capital New York	$293M	$0	1	3.47%	Maintained
107	APG Asset Management Amsterdam, Netherlands	$290M	+$49.3M	7	0.59%	Increased
108	Prudential plc London, England, United Kingdom	$288M	+$189M	4	1.19%	Increased
109	BNP Paribas Financial Markets Paris, France	$287M	+$78.7M	17	0.25%	Increased
110	GE General Electric Evendale, Ohio	$287M	-$34.8M	3	0.74%	Reduced
111	Frontier Capital Management Boston, Massachusetts	$286M	-$136M	5	2.3%	Reduced
112	Orbis Holdings Hamilton, Bermuda	$285M	+$7.03M	2	2.26%	Increased
113	Capital Guardian Trust Los Angeles, California	$283M	-$14.7M	7	2.02%	Reduced
114	TP Tesuji Partners Fort Lee, New Jersey	$283M	$0	1	24.32%	Maintained
115	Fisher Asset Management Camas, Washington	$282M	+$11.7M	3	0.6%	Increased
116	William Blair & Company Chicago, Illinois	$282M	-$67.6M	9	0.48%	Reduced
117	WBC Westpac Banking Corp Sydney, Australia	$278M	-$6.91M	10	2.71%	Reduced
118	I.G. Investment Management Winnipeg, Manitoba, Canada	$271M	+$26.7M	9	0.97%	Increased
119	RhumbLine Advisers Boston, Massachusetts	$264M	+$492K	16	0.79%	Increased
120	CI Investments Inc Toronto, Ontario, Canada	$257M	-$7.29M	3	2.69%	Reduced
121	Amundi Asset Management US Boston, Massachusetts	$254M	-$101M	5	0.96%	Reduced
122	State Board of Administration of Florida Retirement System Tallahassee, Florida	$252M	-$5.91M	11	0.82%	Reduced
123	BAMCO Inc New York	$251M	+$48.5M	1	1.04%	Increased
124	Adage Capital Partners Boston, Massachusetts	$248M	-$83.4M	5	0.61%	Reduced
125	Lord, Abbett & Co Jersey City, New Jersey	$247M	+$92.6M	7	0.62%	Increased