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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
251	MVP Miller Value Partners Sarasota, Florida	$95.8M	+$12.8M	3	3.84%	Increased
252	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$95.6M	+$16.9M	1	0.73%	Increased
253	Disciplined Growth Investors Minneapolis, Minnesota	$94.7M	-$27.3M	1	2.41%	Reduced
254	AIG American International Group New York	$94.3M	+$6.24M	20	0.44%	Increased
255	RCM Redwood Capital Management New York	$93.9M	-$18.8M	4	10.69%	Reduced
256	Stifel Financial St. Louis, Missouri	$93.7M	+$93.5M	11	0.9%	New
257	AIM Assured Investment Management New York	$93.3M	+$65.9M	3	1.52%	Increased
258	Samlyn Capital New York	$93.2M	-$19.4M	2	2.17%	Reduced
259	BAMCO Inc New York	$92.7M	+$89.3M	1	0.38%	New
260	Public Employees Retirement Association of Colorado Denver, Colorado	$91.8M	-$2.19M	13	0.79%	Reduced
261	Wedge Capital Management Charlotte, North Carolina	$89.8M	-$4.07M	2	0.94%	Reduced
262	Pentwater Capital Management Naples, Florida	$89.3M	+$66.5M	1	2.38%	Increased
263	Two Sigma Advisers New York	$89.2M	-$10.2M	9	0.81%	Reduced
264	Aperio Group Sausalito, California	$89.1M	+$89.1M	14	1.25%	New
265	SAM Scopus Asset Management New York	$88.7M	-$99.2M	4	2.4%	Reduced
266	PGGM Investments Zeist, Netherlands	$85.8M	-$18.4M	3	0.45%	Reduced
267	SCM Sandler Capital Management New York	$85.3M	+$63.3M	4	3%	Increased
268	MAMNY Marathon Asset Management (New York) New York	$85.2M	-$1.84M	2	6.67%	Reduced
269	Columbia Wanger Asset Management Chicago, Illinois	$84.9M	+$7.03M	2	0.33%	Increased
270	Driehaus Capital Management Chicago, Illinois	$84.7M	+$10.3M	7	2.66%	Increased
271	SAC Capital Advisors Stamford, Connecticut	$84.4M	-$18.9M	12	0.44%	Reduced
272	Axa Paris, France	$84.1M	-$56M	6	0.37%	Reduced
273	TCM Tiger Consumer Management New York	$84M	+$11.6M	1	3.85%	Increased
274	SCCM Schafer Cullen Capital Management New York	$83.9M	-$13.4M	2	0.81%	Reduced
275	Mirae Asset Global Investments Seoul, South Korea	$83.1M	+$56.7M	11	2.11%	Increased