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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	Principal Financial Group Des Moines, Iowa	$437M	-$24M	13	0.42%	Reduced
102	Two Sigma Investments New York	$435M	+$41.6M	16	1.54%	Increased
103	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$427M	-$59.6M	21	0.51%	Reduced
104	Fisher Asset Management Camas, Washington	$419M	-$2.38M	6	0.59%	Reduced
105	UBS O'Connor Chicago, Illinois	$419M	+$75.2M	5	6.09%	Increased
106	Putnam Investments Boston, Massachusetts	$403M	+$68.5M	7	0.93%	Increased
107	Asset Management One Tokyo, Japan	$399M	+$159M	9	0.94%	Increased
108	Davis Selected Advisers Tucson, Arizona	$395M	-$11M	2	1.68%	Reduced
109	RhumbLine Advisers Boston, Massachusetts	$390M	+$1.72M	14	0.85%	Increased
110	Glenview Capital Management New York	$387M	+$43.6M	2	2.24%	Increased
111	State Board of Administration of Florida Retirement System Tallahassee, Florida	$372M	-$671K	13	1.01%	Reduced
112	Federated Hermes Pittsburgh, Pennsylvania	$369M	+$867K	16	1.06%	Increased
113	BNP Paribas Financial Markets Paris, France	$366M	+$36.5M	18	0.89%	Increased
114	Sterling Capital Management Charlotte, North Carolina	$364M	-$20.3M	11	3.43%	Reduced
115	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$356M	+$2.3M	7	2.63%	Increased
116	APG Asset Management Amsterdam, Netherlands	$352M	-$51.4M	8	0.58%	Reduced
117	LCS Levin Capital Strategies New York	$348M	+$58.9M	7	5.91%	Increased
118	AL AJO LP Philadelphia, Pennsylvania	$346M	+$47.1M	4	1.5%	Increased
119	First Trust Advisors Wheaton, Illinois	$339M	+$15.7M	20	0.87%	Increased
120	Acadian Asset Management Boston, Massachusetts	$334M	+$10M	10	1.48%	Increased
121	CI Cowen Inc New York	$332M	+$229M	3	11.75%	Increased
122	FTCM Fir Tree Capital Management New York	$328M	+$69.6M	2	9.36%	Increased
123	STRS Ohio Columbus, Ohio	$328M	-$6.96M	12	1.41%	Reduced
124	Magnetar Financial Evanston, Illinois	$326M	+$11M	6	5.92%	Increased
125	State of Wisconsin Investment Board Madison, Wisconsin	$311M	+$3.67M	9	0.92%	Increased