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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	Prudential Financial Newark, New Jersey	$351M	-$18.8M	13	0.62%	Reduced
102	Axa Paris, France	$350M	+$224M	10	1.4%	Increased
103	Victory Capital Management San Antonio, Texas	$349M	+$79.9M	12	1.29%	Increased
104	BRC Blue Ridge Capital New York	$347M	$0	1	3.91%	Maintained
105	Lazard Asset Management New York	$346M	-$38M	9	0.73%	Reduced
106	WCM Investment Management Laguna Beach, California	$335M	+$101M	1	7.54%	Increased
107	CAM Coronation Asset Management Cape Town, South Africa	$334M	+$115M	1	14.65%	Increased
108	BAMCO Inc New York	$328M	+$1.92M	1	1.29%	Increased
109	New York State Teachers Retirement System (NYSTRS) Albany, New York	$326M	-$75.9K	10	0.85%	Reduced
110	State of Michigan Retirement System Lansing, Michigan	$325M	+$71.3M	7	2.26%	Increased
111	Raymond James & Associates St Petersburg, Florida	$320M	+$72.5M	17	1.23%	Increased
112	AL AJO LP Philadelphia, Pennsylvania	$315M	+$11.9M	6	1.34%	Increased
113	Amundi Asset Management US Boston, Massachusetts	$308M	+$2.79M	6	1.13%	Increased
114	Gates Foundation Trust Kirkland, Washington	$300M	-$35	1	1.76%	Reduced
115	STRS Ohio Columbus, Ohio	$298M	+$78.3M	10	1.31%	Increased
116	TCA Taconic Capital Advisors New York	$296M	+$24.3M	2	8.35%	Increased
117	Marsico Capital Management Denver, Colorado	$295M	-$1.73M	3	2.61%	Reduced
118	William Blair & Company Chicago, Illinois	$295M	+$14.9M	12	0.44%	Increased
119	Barclays London, United Kingdom	$288M	-$129M	22	0.32%	Reduced
120	D.E. Shaw & Co New York	$285M	-$47M	15	0.43%	Reduced
121	Westfield Capital Management Boston, Massachusetts	$283M	+$28.9M	2	1.73%	Increased
122	Credit Agricole Montrouge Cedex, France	$283M	+$25.5M	12	1.33%	Increased
123	Third Point New York	$282M	-$91.1M	2	2.64%	Reduced
124	State of Wisconsin Investment Board Madison, Wisconsin	$280M	+$21M	11	0.98%	Increased
125	Brandes Investment Partners La Jolla, California	$278M	+$12M	3	3.56%	Increased