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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	Commerzbank Aktiengesellschaft Frankfurt, Germany	$226M	-$2.56M	10	2.31%	Reduced
127	ArrowMark Colorado Holdings Denver, Colorado	$217M	+$35.2M	3	2.28%	Increased
128	Acadian Asset Management Boston, Massachusetts	$216M	-$14.6M	8	1.07%	Reduced
129	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$211M	+$56.6M	4	5.04%	Increased
130	Brandes Investment Partners La Jolla, California	$209M	+$121M	3	5.33%	Increased
131	New York State Teachers Retirement System (NYSTRS) Albany, New York	$208M	-$10.7M	8	0.59%	Reduced
132	State of New Jersey Common Pension Fund D Trenton, New Jersey	$206M	+$28.1M	7	0.88%	Increased
133	CCM Cantillon Capital Management New York	$204M	+$1.2M	1	2.47%	Increased
134	AQR Arbitrage Greenwich, Connecticut	$202M	-$5.88M	4	2.78%	Reduced
135	William Blair Investment Management Chicago, Illinois	$201M	-$38.6M	4	1%	Reduced
136	TD Asset Management Toronto, Ontario, Canada	$201M	-$64.5M	8	0.35%	Reduced
137	American Securities New York	$201M	-$18.9M	1	86.77%	Reduced
138	Ruffer LLP London, United Kingdom	$200M	+$65M	3	6.28%	Increased
139	Robeco Schweiz Zurich, Switzerland	$199M	+$25.4M	4	9.21%	Increased
140	PNC Financial Services Group Pittsburgh, Pennsylvania	$198M	-$10.8M	20	0.22%	Reduced
141	Marshall Wace London, United Kingdom	$192M	+$86.5M	12	1.96%	Increased
142	GGHC Gilder Gagnon Howe & Co New York	$190M	+$7.89M	2	2.7%	Increased
143	DS Dalal Street West Lake Hills, Texas	$189M	-$176K	1	91.61%	Reduced
144	Hamlin Capital Management New York	$184M	-$38.6M	3	8.55%	Reduced
145	Adage Capital Partners Boston, Massachusetts	$183M	-$132M	6	0.51%	Reduced
146	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$181M	-$106M	8	3.28%	Reduced
147	Epoch Investment Partners New York	$179M	-$23.5M	2	0.83%	Reduced
148	Aberdeen Group Edinburgh, United Kingdom	$179M	-$24.1M	8	0.42%	Reduced
149	WP Warburg Pincus New York	$177M	$0	1	5.26%	Maintained
150	Stifel Financial St. Louis, Missouri	$177M	-$9.98M	13	0.57%	Reduced