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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
Todd Asset Management
Todd Asset Management
Kentucky
$114M +$8.88M 6 3.25% Increased
227
Epoch Investment Partners
Epoch Investment Partners
New York
$114M -$223M 2 0.44% Reduced
228
Castleark Management
Castleark Management
Illinois
$111M +$32.4M 4 3.07% Increased
229
TCM
Tiger Consumer Management
New York
$111M +$12.7M 1 5.28% Increased
230
Winton Group
Winton Group
United Kingdom
$111M +$107M 3 0.76% New
231
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$110M -$6.32M 11 0.77% Reduced
232
PC
Paulson & Co
New York
$110M -$138M 1 0.48% Reduced
233
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$110M +$2.29M 9 1.41% Increased
234
US Bancorp
US Bancorp
Minnesota
$109M +$657K 18 0.43% Increased
235
TGA
Trilogy Global Advisors
Florida
$109M -$34.4M 1 2.07% Reduced
236
Gateway Investment Advisers
Gateway Investment Advisers
Ohio
$108M +$3.83M 7 0.85% Increased
237
Los Angeles Capital Management
Los Angeles Capital Management
California
$108M -$2.14M 8 1.04% Reduced
238
Rockefeller Financial Services
Rockefeller Financial Services
New York
$108M -$393K 6 2.43% Reduced
239
PCM
Pennant Capital Management
New Jersey
$107M -$66.9M 1 1.92% Reduced
240
TimesSquare Capital Management
TimesSquare Capital Management
New York
$107M -$7.6M 1 0.57% Reduced
241
SC
Stralem & Co
New York
$106M -$10.2M 1 3.6% Reduced
242
BCPEM
Bain Capital Public Equity Management
Massachusetts
$105M -$129M 2 2.55% Reduced
243
ACI
AMP Capital Investors
Australia
$105M -$20.7M 10 0.65% Reduced
244
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$105M -$3.14M 8 0.85% Reduced
245
MVP
Miller Value Partners
Florida
$105M -$16.7K 3 4.01% Reduced
246
HCM
Highfields Capital Management
Massachusetts
$103M -$265M 1 0.76% Reduced
247
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$103M +$1.74M 6 0.49% Increased
248
AIG
American International Group
New York
$102M +$3.99M 20 0.45% Increased
249
Marsico Capital Management
Marsico Capital Management
Colorado
$102M +$34M 2 0.74% Increased
250
Aperio Group
Aperio Group
California
$100M +$7.5M 14 1.45% Increased
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