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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
126	Arrowstreet Capital Boston, Massachusetts	$306M	+$22.4M	10	0.82%	Increased
127	Third Point New York	$305M	$0	1	2.57%	Maintained
128	New York State Teachers Retirement System (NYSTRS) Albany, New York	$303M	-$8.74M	10	0.76%	Reduced
129	Brown Advisory Baltimore, Maryland	$302M	-$145M	11	1%	Reduced
130	Two Sigma Advisers New York	$280M	+$57.7M	16	0.79%	Increased
131	Axa Paris, France	$279M	+$76.9M	13	1.2%	Increased
132	Pictet Asset Management (UK) London, United Kingdom	$278M	+$16.4M	5	0.79%	Increased
133	Canada Life Winnipeg, Manitoba, Canada	$278M	+$4.69M	12	0.69%	Increased
134	Guggenheim Capital Chicago, Illinois	$277M	-$12.2M	17	0.65%	Reduced
135	PNC Financial Services Group Pittsburgh, Pennsylvania	$269M	-$13.3M	22	0.28%	Reduced
136	AAM Alpine Associates Management Palm Beach, Florida	$269M	+$40.7M	1	9.07%	Increased
137	JPCCM J&P (China) Capital Management Hong Kong, China	$267M	+$2.56M	1	45.47%	Increased
138	Lyrical Asset Management New York	$266M	+$11.1M	1	3.48%	Increased
139	CCM Cantillon Capital Management New York	$261M	-$312M	1	3.04%	Reduced
140	PGGM Investments Zeist, Netherlands	$254M	+$72.7M	4	1.25%	Increased
141	TAL TIG Advisors LLC New York	$252M	+$40.5M	1	14.14%	Increased
142	Sanders Capital West Palm Beach, Florida	$243M	-$129M	3	1.47%	Reduced
143	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$240M	-$12M	8	3.75%	Reduced
144	USAA United Services Automobile Association San Antonio, Texas	$237M	-$2.13M	10	0.69%	Reduced
145	GGHC Gilder Gagnon Howe & Co New York	$237M	+$201K	1	3.32%	Increased
146	DS Dalal Street West Lake Hills, Texas	$235M	-$725K	1	56.89%	Reduced
147	Waddell & Reed Financial Overland Park, Kansas	$227M	+$24.9M	3	0.51%	Increased
148	CFM Coronation Fund Managers Cape Town, South Africa	$227M	+$28.9M	2	6.76%	Increased
149	Hamlin Capital Management New York	$226M	+$677K	3	9.18%	Increased
150	Douglas Lane & Associates New York	$226M	-$5.14M	4	5.18%	Reduced