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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	RCM Redwood Capital Management New York	$99.7M	-$163K	5	10.49%	Reduced
252	TCG Tremblant Capital Group West Palm Beach, Florida	$98.6M	-$24M	1	3.75%	Reduced
253	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$97.8M	-$15.4M	4	0.27%	Reduced
254	DCM Daruma Capital Management New York	$97.7M	+$10.1M	3	4%	Increased
255	Westfield Capital Management Boston, Massachusetts	$96.9M	-$12.3M	3	0.58%	Reduced
256	Public Employees Retirement Association of Colorado Denver, Colorado	$96.7M	-$779K	13	0.82%	Reduced
257	Mirae Asset Global Investments Seoul, South Korea	$95.6M	+$2.64M	10	2.13%	Increased
258	PGGM Investments Zeist, Netherlands	$95.2M	+$3.65M	3	0.46%	Increased
259	Two Sigma Advisers New York	$93.9M	-$965K	12	0.73%	Reduced
260	State of Tennessee, Department of Treasury Nashville, Tennessee	$93.5M	-$12.7M	7	0.53%	Reduced
261	Nuveen Charlotte, North Carolina	$92.8M	+$30.3M	8	0.56%	Increased
262	SCM Shapiro Capital Management Atlanta, Georgia	$92.2M	+$11.3M	1	2.23%	Increased
263	MSA Mason Street Advisors Milwaukee, Wisconsin	$92M	+$6.22M	10	0.71%	Increased
264	TD Asset Management Toronto, Ontario, Canada	$92M	-$12.7M	12	0.16%	Reduced
265	KI Kalmar Investments Greenville, Delaware	$91.3M	+$21.6M	2	1.57%	Increased
266	ABC Anchor Bolt Capital Chicago, Illinois	$91.2M	+$25.3M	5	7.67%	Increased
267	LM Litespeed Management New York	$90.4M	+$22.3M	1	5.69%	Increased
268	CC Carlson Capital Dallas, Texas	$89.9M	+$8M	1	0.98%	Increased
269	Wedge Capital Management Charlotte, North Carolina	$89.8M	-$2.69M	2	0.92%	Reduced
270	State of New Jersey Common Pension Fund D Trenton, New Jersey	$89.5M	+$81.5M	5	0.36%	Increased
271	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$88.9M	-$8.97M	1	0.72%	Reduced
272	Natixis Advisors Boston, Massachusetts	$88.9M	+$5.88M	13	1.27%	Increased
273	TCW Group Los Angeles, California	$86.3M	-$27.8M	5	0.36%	Reduced
274	AIM Assured Investment Management New York	$86M	-$11.5M	3	1.46%	Reduced
275	Disciplined Growth Investors Minneapolis, Minnesota	$85.5M	-$11.4M	1	2.23%	Reduced