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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
201	BOI Bank of Italy Rome, Italy	$146M	$0	1	7.95%	Maintained
202	Royce & Associates New York	$146M	+$2.02M	10	1.01%	Increased
203	Gabelli Funds Rye, New York	$144M	-$503K	8	0.85%	Reduced
204	Zevenbergen Capital Investments Edmonds, Washington	$144M	+$8.06M	1	4.8%	Increased
205	BNP Paribas Asset Management Paris, France	$144M	-$3.13M	11	1.2%	Reduced
206	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$141M	+$4.19M	3	0.64%	Increased
207	SG Americas Securities New York	$140M	-$157M	18	1.27%	Reduced
208	Waddell & Reed Financial Overland Park, Kansas	$139M	+$5.59M	3	0.32%	Increased
209	CIBC World Markets New York	$138M	+$40M	4	1.19%	Increased
210	CFM Coronation Fund Managers Cape Town, South Africa	$137M	-$12.2M	1	5.35%	Reduced
211	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$136M	+$14.6M	1	7.69%	Increased
212	SCCM Schafer Cullen Capital Management New York	$136M	-$8.59M	4	1.75%	Reduced
213	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$136M	+$39M	3	3.13%	Increased
214	Panagora Asset Management Boston, Massachusetts	$134M	-$4.09M	11	0.53%	Reduced
215	AMF Tjänstepension Stockholm, Sweden	$133M	+$125M	4	1.29%	Increased
216	Balyasny Asset Management Chicago, Illinois	$129M	-$188M	11	0.58%	Reduced
217	Public Employees Retirement Association of Colorado Denver, Colorado	$128M	+$6.07M	13	0.83%	Increased
218	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$127M	-$1.81M	10	1.5%	Reduced
219	Highbridge Capital Management New York	$127M	+$16.8M	7	2.55%	Increased
220	Thrivent Financial for Lutherans Minneapolis, Minnesota	$126M	+$2.91M	11	0.41%	Increased
221	Empyrean Capital Partners Los Angeles, California	$126M	+$31.1M	1	3.98%	Increased
222	Retirement Systems of Alabama Montgomery, Alabama	$125M	-$10.2M	6	0.61%	Reduced
223	Glenmede Trust Philadelphia, Pennsylvania	$125M	+$46.6M	16	0.55%	Increased
224	Jefferies Group New York	$125M	-$17.6M	13	0.7%	Reduced
225	SSM Sound Shore Management Greenwich, Connecticut	$124M	-$76.4M	2	2.08%	Reduced