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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
226	HAM HHR Asset Management Berkeley Heights, New Jersey	$103M	-$51.5M	1	4.51%	Reduced
227	PGGM Investments Zeist, Netherlands	$103M	-$29.5M	3	0.6%	Reduced
228	Jane Street New York	$102M	+$64.2M	15	1.21%	Increased
229	Santa Barbara Asset Management Los Angeles, California	$100M	+$5.41M	2	2.37%	Increased
230	SEI Trust Company Oaks, Pennsylvania	$100M	+$11.8M	12	1.1%	Increased
231	TI Turner Investments Berwyn, Pennsylvania	$99M	-$24.6M	10	1.63%	Reduced
232	Aviva London, United Kingdom	$98.7M	+$21.8M	7	0.87%	Increased
233	WPSC W.P. Stewart & Co New York	$97.8M	-$4.24M	1	5.18%	Reduced
234	Fidelity International Hamilton, Bermuda	$96.6M	-$8.13M	8	0.46%	Reduced
235	Canada Life Winnipeg, Manitoba, Canada	$96.6M	+$72M	8	0.38%	Increased
236	KG Killen Group Berwyn, Pennsylvania	$96.6M	-$9.38M	3	5.76%	Reduced
237	US Bancorp Minneapolis, Minnesota	$96.5M	-$971K	18	0.43%	Reduced
238	SIM Stelliam Investment Management New York	$96.4M	+$13.8M	2	4.59%	Increased
239	Davenport & Co Richmond, Virginia	$96.1M	+$618K	5	1.98%	Increased
240	William Blair & Company Chicago, Illinois	$95.6M	-$192K	9	0.17%	Reduced
241	Munder Capital Management Birmingham, Michigan	$95.2M	+$1.03M	3	0.76%	Increased
242	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$94.8M	+$18.1M	6	0.25%	Increased
243	EA Euclid Advisors Hartford, Connecticut	$94.8M	+$17.7M	5	0.96%	Increased
244	Los Angeles Capital Management Los Angeles, California	$94.7M	+$40.4M	8	1.17%	Increased
245	Samlyn Capital New York	$94.4M	+$33.2M	3	2.64%	Increased
246	Gateway Investment Advisers Cincinnati, Ohio	$94.3M	-$28.2M	6	0.8%	Reduced
247	PC Paulson & Co New York	$93.5M	$0	1	0.6%	Maintained
248	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$92.7M	+$9.92M	10	0.85%	Increased
249	MC MSD Capital New York	$90.5M	$0	1	15.63%	Maintained
250	SCA Southpoint Capital Advisors New York	$89.9M	+$17.9M	1	5.05%	Increased