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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	Lord, Abbett & Co Jersey City, New Jersey	$326M	-$42.8M	3	1.07%	Reduced
177	Two Sigma Advisers New York	$324M	-$458M	18	0.72%	Reduced
178	Panagora Asset Management Boston, Massachusetts	$323M	+$26.9M	13	1.62%	Increased
179	Mondrian Investment Partners London, United Kingdom	$317M	-$60.5M	2	4.88%	Reduced
180	Two Sigma Investments New York	$317M	-$413M	26	0.72%	Reduced
181	Janney Montgomery Scott Philadelphia, Pennsylvania	$309M	-$4.07M	23	0.94%	Reduced
182	Congress Asset Management Boston, Massachusetts	$303M	-$13.4M	2	2.17%	Reduced
183	AustralianSuper Melbourne, Australia	$302M	+$23M	4	1.74%	Increased
184	Qube Research & Technologies (QRT) London, United Kingdom	$301M	-$269M	29	0.48%	Reduced
185	KL KIM LLC Wichita, Kansas	$296M	-$82.2M	3	26.45%	Reduced
186	Capricorn Investment Group Palo Alto, California	$296M	$0	3	75.56%	Maintained
187	ACR Alpine Capital Research St. Louis, Missouri	$294M	-$713K	2	9.08%	Reduced
188	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$289M	-$6.8M	8	2.66%	Reduced
189	EdgePoint Investment Group Toronto, Ontario, Canada	$288M	-$9.26M	1	2.43%	Reduced
190	Westfield Capital Management Boston, Massachusetts	$288M	+$43.1M	3	1.41%	Increased
191	CF Corebridge Financial Houston, Texas	$287M	+$269M	30	1.58%	New
192	Calamos Advisors Naperville, Illinois	$287M	+$98K	11	1.27%	Increased
193	Federated Hermes Pittsburgh, Pennsylvania	$286M	+$29M	24	0.68%	Increased
194	Holocene Advisors New York	$286M	-$9.91M	10	1.19%	Reduced
195	Osaic Holdings Scottsdale, Arizona	$282M	-$32.3M	65	0.67%	Reduced
196	Macquarie Group Sydney, NSW 2000, Australia	$282M	-$73M	22	0.32%	Reduced
197	MetLife Investment Management Whippany, New Jersey	$281M	+$32.6M	29	1.67%	Increased
198	SG Americas Securities New York	$279M	-$175M	29	1.63%	Reduced
199	Kodai Capital Management Chicago, Illinois	$279M	+$132M	3	5.32%	Increased
200	CIBC World Market Toronto, Ontario, Canada	$278M	+$39.7M	16	0.64%	Increased