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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
176	Treasurer of the State of North Carolina Raleigh, North Carolina	$124M	+$4.2M	8	0.9%	Increased
177	Korea Investment Corp Seoul, South Korea	$121M	+$3.74M	8	0.66%	Increased
178	Impax Asset Management Group London, United Kingdom	$121M	+$10.6M	2	1.97%	Increased
179	M&T Bank Buffalo, New York	$118M	-$9.58M	11	0.68%	Reduced
180	Royal London Asset Management United Kingdom	$118M	-$103M	7	1.03%	Reduced
181	ALPS Advisors Denver, Colorado	$115M	+$34.8M	10	0.89%	Increased
182	Baird Financial Group Milwaukee, Wisconsin	$115M	-$10.3M	10	0.78%	Reduced
183	Holocene Advisors New York	$114M	+$63.3M	7	1.84%	Increased
184	BOI Bank of Italy Rome, Italy	$112M	$0	1	6.37%	Maintained
185	Natixis Advisors Boston, Massachusetts	$111M	-$4.92M	13	1.1%	Reduced
186	US Bancorp Minneapolis, Minnesota	$110M	+$8.94M	22	0.36%	Increased
187	Highbridge Capital Management New York	$110M	+$28.2M	5	3.25%	Increased
188	Confluence Investment Management St. Louis, Missouri	$110M	-$3.9M	3	2.06%	Reduced
189	Rockefeller Capital Management New York	$109M	+$10.3M	8	1.92%	Increased
190	BNP Paribas Asset Management Paris, France	$107M	-$21.9M	9	0.99%	Reduced
191	Aviva London, United Kingdom	$107M	-$24.1M	8	0.8%	Reduced
192	Chevy Chase Trust Bethesda, Maryland	$106M	-$10M	6	0.52%	Reduced
193	Nikko Asset Management Americas New York	$106M	-$15.4M	5	3.66%	Reduced
194	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$104M	+$1.96M	11	1.44%	Increased
195	Cooke & Bieler Philadelphia, Pennsylvania	$102M	+$15.6M	1	2.06%	Increased
196	ACR Alpine Capital Research St. Louis, Missouri	$101M	+$4.15M	1	5.18%	Increased
197	SCCM Schafer Cullen Capital Management New York	$101M	-$28.3M	3	1.56%	Reduced
198	Gotham Asset Management New York	$100M	+$73.4M	10	1.56%	Increased
199	Sachem Head Capital Management New York	$100M	-$48.3M	1	6.13%	Reduced
200	Nordea Investment Management Stockholm, Sweden	$99.5M	-$5.85M	13	0.24%	Reduced