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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	$248M	-$136M	9	2.41%	Reduced
127	Impax Asset Management Group London, United Kingdom	$247M	+$15.6M	3	2.75%	Increased
128	STRS Ohio Columbus, Ohio	$233M	-$19.2M	12	0.98%	Reduced
129	GGHC Gilder Gagnon Howe & Co New York	$233M	+$26.9M	1	2.41%	Increased
130	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$231M	-$27M	8	1.54%	Reduced
131	Stifel Financial St. Louis, Missouri	$230M	+$11.2M	16	0.48%	Increased
132	Envestnet Asset Management Chicago, Illinois	$230M	+$7.17M	20	0.24%	Increased
133	SCA Southpoint Capital Advisors New York	$229M	$0	1	8.25%	Maintained
134	GC Greenlight Capital New York	$225M	$0	1	16.71%	Maintained
135	Capital International Investors Los Angeles, California	$224M	-$16.7M	2	0.08%	Reduced
136	Robeco Schweiz Zurich, Switzerland	$222M	+$24.9M	3	8.29%	Increased
137	Jane Street New York	$222M	+$156M	21	0.31%	Increased
138	Nordea Investment Management Stockholm, Sweden	$218M	+$38.6M	9	0.44%	Increased
139	Canada Life Winnipeg, Manitoba, Canada	$217M	-$2.78M	14	0.47%	Reduced
140	Douglas Lane & Associates New York	$211M	+$3.5M	3	3.93%	Increased
141	PointState Capital New York	$209M	+$69.9M	3	3.79%	Increased
142	Brandes Investment Partners La Jolla, California	$209M	-$20.9M	3	4.96%	Reduced
143	Panagora Asset Management Boston, Massachusetts	$208M	+$33.7M	16	0.94%	Increased
144	Aberdeen Group Edinburgh, United Kingdom	$205M	+$11.2M	8	0.5%	Increased
145	Cooke & Bieler Philadelphia, Pennsylvania	$205M	+$63.8M	1	2.2%	Increased
146	Thrivent Financial for Lutherans Minneapolis, Minnesota	$204M	+$23.7M	10	0.58%	Increased
147	Temasek Holdings Singapore	$201M	$0	2	1.31%	Maintained
148	Fiduciary Management Inc Milwaukee, Wisconsin	$198M	+$185M	1	1.23%	New
149	DekaBank Deutsche Girozentrale Frankfurt, Germany	$196M	+$61.1M	12	1.2%	Increased
150	William Blair Investment Management Chicago, Illinois	$193M	-$1.09M	4	0.77%	Reduced