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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	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$128M	+$16.6M	1	8.68%	Increased
227	ACM Argent Capital Management St Louis, Missouri	$127M	+$720K	2	4.37%	Increased
228	Nomura Holdings Tokyo, Japan	$125M	+$28.4M	10	0.22%	Increased
229	Rockefeller Financial Services New York	$124M	+$15.4M	5	1.96%	Increased
230	AGC Angelo Gordon & Co New York	$123M	+$5.78M	1	6.74%	Increased
231	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$122M	-$42.9M	1	10.08%	Reduced
232	US Bancorp Minneapolis, Minnesota	$122M	-$1.58M	22	0.37%	Reduced
233	Bank of Nova Scotia Toronto, Ontario, Canada	$122M	+$64.9M	9	0.56%	Increased
234	Teacher Retirement System of Texas Austin, Texas	$121M	-$54.2M	14	0.81%	Reduced
235	Folketrygdfondet Oslo Norway, Norway	$120M	+$43.1M	1	3.6%	Increased
236	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$119M	+$2.62M	9	0.58%	Increased
237	DekaBank Deutsche Girozentrale Frankfurt, Germany	$118M	$0	8	0.92%	Maintained
238	Driehaus Capital Management Chicago, Illinois	$118M	+$28.8M	10	4.49%	Increased
239	GL Governors Lane New York	$117M	+$45.7M	1	4.28%	Increased
240	TPI Tesco Pension Investment London, United Kingdom	$115M	+$45.7M	1	3.06%	Increased
241	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$115M	$0	1	7.42%	Maintained
242	Marshall Wace North America New York	$115M	+$27M	10	0.64%	Increased
243	H Hexavest Montreal, Quebec, Canada	$114M	+$15.6M	6	1.3%	Increased
244	Gabelli Funds Rye, New York	$114M	-$10.5M	8	0.66%	Reduced
245	ARGA Investment Management Stamford, Connecticut	$114M	-$3.42M	2	12.7%	Reduced
246	VOYA Investment Management Atlanta, Georgia	$114M	-$2.79M	15	0.24%	Reduced
247	Todd Asset Management Louisville, Kentucky	$114M	-$18.5M	4	3.07%	Reduced
248	CI Cowen Inc New York	$114M	-$226M	3	0.23%	Reduced
249	ORIO Old Republic International (ORI) Chicago, Illinois	$113M	+$8.59M	2	3.59%	Increased
250	Zevenbergen Capital Investments Edmonds, Washington	$112M	-$629K	1	4.69%	Reduced