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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	Rockefeller Financial Services New York	$108M	+$6.17M	7	2.2%	Increased
227	Lyrical Asset Management New York	$107M	+$16.6M	1	2.55%	Increased
228	WCMNY Westchester Capital Management (New York) Valhalla, New York	$106M	+$2.25M	2	1.71%	Increased
229	TD Asset Management Toronto, Ontario, Canada	$106M	+$20M	9	0.21%	Increased
230	Cambiar Investors Denver, Colorado	$105M	-$2.55M	1	1.55%	Reduced
231	CGM Capital Growth Management Boston, Massachusetts	$105M	+$47.6M	1	3.37%	Increased
232	PGGM Investments Zeist, Netherlands	$104M	+$4.97M	3	0.56%	Increased
233	Aperio Group Sausalito, California	$103M	-$6.47M	18	1.05%	Reduced
234	JHC JFB Holdings Corp Atlanta, Georgia	$102M	-$490K	1	3.07%	Reduced
235	PP PDT Partners New York	$102M	+$51.6M	12	2.28%	Increased
236	RS Investment Management San Francisco, California	$101M	-$3M	4	0.9%	Reduced
237	Eagle Asset Management St Petersburg, Florida	$101M	-$102M	3	0.69%	Reduced
238	Sterling Capital Management Charlotte, North Carolina	$100M	+$26.5M	6	0.9%	Increased
239	Comerica Bank Dallas, Texas	$99.4M	-$114M	16	0.94%	Reduced
240	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$97.9M	-$70.2M	5	0.9%	Reduced
241	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$97.2M	+$17.1M	2	0.34%	Increased
242	LM Lasry Marc	$95.1M	-$15.7M	2	15.17%	Reduced
243	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$94.5M	+$2.24M	3	1.93%	Increased
244	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$94.4M	+$916K	8	0.6%	Increased
245	Miller Howard Investments Kingston, New York	$93.8M	-$5.34M	2	1.55%	Reduced
246	ACI AMP Capital Investors Sydney, Australia	$93.7M	-$2.78M	12	0.68%	Reduced
247	LM Litespeed Management New York	$91.7M	+$306K	1	11.29%	Increased
248	AIG American International Group New York	$91.5M	-$2.33M	22	0.4%	Reduced
249	CC Cannell & Co New York	$91.1M	+$8.01M	5	2.96%	Increased
250	Wedge Capital Management Charlotte, North Carolina	$91.1M	+$2.98M	4	0.96%	Increased