← All themes

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	PNC Financial Services Group Pittsburgh, Pennsylvania	$318M	-$66.9M	20	0.37%	Reduced
102	BAMCO Inc New York	$317M	+$24.1M	1	1.68%	Increased
103	Davis Selected Advisers Tucson, Arizona	$312M	+$260M	2	1.36%	Increased
104	USAA United Services Automobile Association San Antonio, Texas	$310M	+$7.51M	10	1.05%	Increased
105	Thornburg Investment Management Santa Fe, New Mexico	$310M	-$45.2M	2	2.36%	Reduced
106	Fidelity International Hamilton, Bermuda	$309M	+$27.2M	7	0.92%	Increased
107	STRS Ohio Columbus, Ohio	$302M	+$30.9K	11	1.35%	Increased
108	Lord, Abbett & Co Jersey City, New Jersey	$292M	+$35.8M	4	0.89%	Increased
109	Winslow Capital Management Minneapolis, Minnesota	$289M	+$171M	2	1.2%	Increased
110	ABC Anchor Bolt Capital Chicago, Illinois	$287M	-$93.7M	4	8.82%	Reduced
111	New York State Teachers Retirement System (NYSTRS) Albany, New York	$285M	-$7.79M	9	0.76%	Reduced
112	State Board of Administration of Florida Retirement System Tallahassee, Florida	$261M	-$1.75M	13	0.81%	Reduced
113	RhumbLine Advisers Boston, Massachusetts	$260M	+$7.32M	13	0.72%	Increased
114	BlackRock Japan Tokyo, Japan	$259M	+$7.29M	9	0.88%	Increased
115	Citigroup New York	$253M	-$97.9M	23	0.24%	Reduced
116	Brandes Investment Partners La Jolla, California	$249M	-$7.84M	2	3.74%	Reduced
117	Sterling Capital Management Charlotte, North Carolina	$248M	+$5.09M	9	2.29%	Increased
118	Hardman Johnston Global Advisors Stamford, Connecticut	$244M	-$844K	1	11.12%	Reduced
119	Capital Guardian Trust Los Angeles, California	$242M	-$17.6M	9	1.82%	Reduced
120	JPCCM J&P (China) Capital Management Hong Kong, China	$241M	+$52.8M	1	65.82%	Increased
121	Janus Henderson Group London,	$241M	+$9.65M	8	1.77%	Increased
122	State of Wisconsin Investment Board Madison, Wisconsin	$240M	-$2.6M	11	0.94%	Reduced
123	TD Asset Management Toronto, Ontario, Canada	$225M	+$28.9M	9	0.39%	Increased
124	Frontier Capital Management Boston, Massachusetts	$223M	+$6.95M	5	1.79%	Increased
125	BRC Blue Ridge Capital New York	$221M	-$6.5M	2	2.62%	Reduced