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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	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$105M	-$10.4M	2	0.38%	Reduced
227	Lyrical Asset Management New York	$104M	+$4.69M	1	2.56%	Increased
228	Sterling Capital Management Charlotte, North Carolina	$103M	-$351K	7	0.92%	Reduced
229	Eagle Asset Management St Petersburg, Florida	$103M	-$8.18M	3	0.69%	Reduced
230	Obermeyer Wealth Partners Aspen, Colorado	$103M	+$19.7M	4	9.36%	Increased
231	Cambiar Investors Denver, Colorado	$101M	-$7.79M	1	1.46%	Reduced
232	CGM Capital Growth Management Boston, Massachusetts	$101M	-$7.96M	2	3.39%	Reduced
233	Wedge Capital Management Charlotte, North Carolina	$101M	-$311K	5	1.06%	Reduced
234	ING Group Amsterdam, Netherlands	$98.8M	+$31.6M	3	0.59%	Increased
235	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$97.3M	-$2.9M	8	0.6%	Reduced
236	Artemis Investment Management Edinburgh, United Kingdom	$96.7M	+$83.3M	2	2.42%	Increased
237	BOI Bank of Italy Rome, Italy	$96.4M	$0	1	7.14%	Maintained
238	British Columbia Investment Management Victoria, British Columbia, Canada	$96.3M	+$13.9M	7	0.93%	Increased
239	WI WHV Investments San Francisco, California	$96M	-$36.6M	1	4.24%	Reduced
240	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$95.8M	-$7.29M	5	0.92%	Reduced
241	Cooke & Bieler Philadelphia, Pennsylvania	$93.6M	+$2.13M	1	2.06%	Increased
242	RCM Roystone Capital Management New York	$91M	-$29.1M	1	5%	Reduced
243	HBK Investments Dallas, Texas	$90.7M	+$7.63M	9	0.83%	Increased
244	SCM Snow Capital Management Sewickley, Pennsylvania	$90.2M	+$25.7M	3	3.59%	Increased
245	Kennedy Capital Management St Louis, Missouri	$89.3M	+$4.17M	5	1.81%	Increased
246	Marsico Capital Management Denver, Colorado	$88.8M	-$81M	3	1.57%	Reduced
247	Comerica Bank Dallas, Texas	$88.7M	-$4.89M	14	0.87%	Reduced
248	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$88M	-$40.9M	9	0.41%	Reduced
249	YCMGA York Capital Management Global Advisors New York	$86M	-$120M	1	1.28%	Reduced
250	HI Honeywell International Charlotte, North Carolina	$85.8M	-$42.1M	4	2.16%	Reduced