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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	Factory Mutual Insurance Waltham, Massachusetts	$94.9M	-$6.29M	3	1.28%	Reduced
252	Santa Barbara Asset Management Los Angeles, California	$94.8M	+$86.7M	1	1.91%	New
253	GC GMT Capital Atlanta, Georgia	$93.5M	-$10.6M	2	2.3%	Reduced
254	Wasatch Advisors Salt Lake City, Utah	$93.4M	-$15M	4	0.97%	Reduced
255	Wedge Capital Management Charlotte, North Carolina	$93.4M	-$622K	3	0.94%	Reduced
256	Commerzbank Aktiengesellschaft Frankfurt, Germany	$92.8M	-$38.6M	10	0.59%	Reduced
257	SCM Shapiro Capital Management Atlanta, Georgia	$92.4M	+$4.43M	1	2.28%	Increased
258	Aperio Group Sausalito, California	$92.4M	-$4.5M	17	1.14%	Reduced
259	AIG American International Group New York	$92.3M	-$1.98M	22	0.4%	Reduced
260	Miller Howard Investments Kingston, New York	$92.2M	+$29.6M	2	1.42%	Increased
261	Panagora Asset Management Boston, Massachusetts	$92.2M	-$22.4M	14	0.47%	Reduced
262	Lyrical Asset Management New York	$91.5M	+$19.9M	1	2.78%	Increased
263	GTP Global Thematic Partners New York	$91.4M	+$7.27M	1	1.44%	Increased
264	AGF Investments Inc Toronto, Ontario, Canada	$90.9M	-$8.71M	4	0.97%	Reduced
265	LM Litespeed Management New York	$90.5M	+$80.1K	1	8.52%	Increased
266	Parallax Volatility Advisers San Francisco, California	$90.4M	-$11.4M	13	0.26%	Reduced
267	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$90.1M	+$21.6M	8	0.29%	Increased
268	Gateway Investment Advisers Cincinnati, Ohio	$88.2M	-$13.5M	5	0.73%	Reduced
269	Westwood Holdings Group Dallas, Texas	$87.6M	+$5.83M	2	0.68%	Increased
270	Regions Financial Corp Birmingham, Alabama	$87.4M	-$24M	9	1.13%	Reduced
271	DCM Daruma Capital Management New York	$86.6M	-$15M	2	3.77%	Reduced
272	RCM Redwood Capital Management New York	$86.5M	-$9.69M	4	9.07%	Reduced
273	RIM Rainier Investment Management Seattle, Washington	$84.7M	-$1.63M	1	1.52%	Reduced
274	ArrowMark Colorado Holdings Denver, Colorado	$84.7M	-$8.35M	2	2.18%	Reduced
275	US Bancorp Minneapolis, Minnesota	$84.4M	-$409K	19	0.33%	Reduced