← 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
126	Mackenzie Financial Toronto Ontario, Ontario, Canada	$270M	+$26M	7	1.25%	Increased
127	First Trust Advisors Wheaton, Illinois	$265M	+$33.6M	17	1.1%	Increased
128	Fisher Asset Management Camas, Washington	$262M	+$40.7M	3	0.55%	Increased
129	SG Americas Securities New York	$261M	-$39.9M	14	1.51%	Reduced
130	Brandes Investment Partners La Jolla, California	$255M	+$12.1M	2	3.08%	Increased
131	Teacher Retirement System of Texas Austin, Texas	$253M	-$19.1M	10	2.09%	Reduced
132	1832 Asset Management Toronto, Ontario, Canada	$252M	+$1.76M	9	0.79%	Increased
133	RI Relational Investors San Diego, California	$249M	$0	1	3.79%	Maintained
134	State of Michigan Retirement System Lansing, Michigan	$247M	+$17.7M	6	1.73%	Increased
135	State of Wisconsin Investment Board Madison, Wisconsin	$245M	+$370K	9	0.88%	Increased
136	Dodge & Cox San Francisco, California	$237M	-$289K	2	0.23%	Reduced
137	BNP Paribas Financial Markets Paris, France	$236M	-$2.33B	17	0.22%	Reduced
138	BlackRock Japan Tokyo, Japan	$235M	-$7.53M	10	1.07%	Reduced
139	Soros Fund Management New York	$234M	+$12.7M	4	1.77%	Increased
140	STRS Ohio Columbus, Ohio	$234M	+$29.9M	10	1.04%	Increased
141	NFA Nationwide Fund Advisors Columbus, Ohio	$230M	+$33.5M	16	0.93%	Increased
142	FTCM Fir Tree Capital Management New York	$230M	+$33.3M	2	2.49%	Increased
143	Millennium Management New York	$229M	+$56.5M	17	0.63%	Increased
144	SFM Systematic Financial Management Teaneck, New Jersey	$229M	+$9.95M	6	1.56%	Increased
145	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$228M	$0	1	4.22%	Maintained
146	VOYA Investment Management Atlanta, Georgia	$227M	-$239M	13	0.52%	Reduced
147	CAM Coronation Asset Management Cape Town, South Africa	$227M	+$223M	1	13.68%	New
148	Axiom Investors Greenwich, Connecticut	$225M	-$24.1M	4	5.3%	Reduced
149	AQR Capital Management Greenwich, Connecticut	$219M	-$729K	11	0.59%	Reduced
150	OCAM Owl Creek Asset Management New York	$212M	+$48.6M	2	10.41%	Increased