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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
TPI
Tesco Pension Investment
United Kingdom
$105M -$19.5M 1 2.74% Reduced
252
Gates Capital Management
Gates Capital Management
New York
$105M +$34.5M 1 2.97% Increased
253
GLAM
Gardner Lewis Asset Management
Pennsylvania
$105M +$11.8M 2 8.01% Increased
254
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$104M -$1.26M 9 0.53% Reduced
255
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$103M +$15.7M 6 1.45% Increased
256
Davenport & Co
Davenport & Co
Virginia
$103M -$2.42M 6 1.27% Reduced
257
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$103M +$75.3M 6 3.07% Increased
258
NC
Numen Capital
United Kingdom
$103M +$102M 1 27.99% Increased
259
VanEck Associates
VanEck Associates
New York
$102M +$11.7M 7 0.47% Increased
260
NIMC
NWQ Investment Management Company
California
$101M +$333K 3 1.83% Increased
261
TC
Towle & Co
Colorado
$100M +$14.7M 2 9.66% Increased
262
SRS Investment Management
SRS Investment Management
New York
$100M -$108M 1 1.87% Reduced
263
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
$99.3M +$12.2M 9 0.65% Increased
264
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$99.1M +$17.7M 8 0.45% Increased
265
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$98.5M +$2.48M 16 0.51% Increased
266
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$98M +$40.1M 1 1.17% Increased
267
ACR Alpine Capital Research
ACR Alpine Capital Research
Missouri
$97.2M -$533K 1 5.23% Reduced
268
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$97.2M +$59.8M 8 1% Increased
269
Oregon Public Employees Retirement Fund
Oregon Public Employees Retirement Fund
Oregon
$96.1M +$13.3M 6 1.41% Increased
270
Pendal Group
Pendal Group
Australia
$95.1M +$82M 3 1.23% Increased
271
FC
Fairpointe Capital
Illinois
$94.6M -$75.6M 1 2.2% Reduced
272
Swiss Life Asset Management
Swiss Life Asset Management
$94.4M +$10M 6 1.41% Increased
273
Royal London Asset Management
Royal London Asset Management
United Kingdom
$94.4M +$94.1M 7 0.95% New
274
Cooke & Bieler
Cooke & Bieler
Pennsylvania
$93.1M +$15.7M 1 1.67% Increased
275
ALPS Advisors
ALPS Advisors
Colorado
$93M -$9.5M 11 0.61% Reduced
9 10
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