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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
276	Employees Retirement System of Texas Austin, Texas	$90.5M	-$738K	9	1.17%	Reduced
277	SCA Southpoint Capital Advisors New York	$89.9M	-$11.3M	1	4.84%	Reduced
278	WCM Investment Management Laguna Beach, California	$89.5M	+$29.3M	1	3.23%	Increased
279	OCAM Owl Creek Asset Management New York	$87M	+$85.2M	2	4.57%	New
280	MSA Mason Street Advisors Milwaukee, Wisconsin	$86.9M	+$33M	11	0.71%	Increased
281	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$86.9M	-$8.38M	2	4.11%	Reduced
282	Nikko Asset Management Americas New York	$86.4M	-$2.23M	4	3.28%	Reduced
283	Wedge Capital Management Charlotte, North Carolina	$85.9M	+$1.91M	2	0.91%	Increased
284	Todd Asset Management Louisville, Kentucky	$85.4M	+$28.4M	3	2.48%	Increased
285	TPSF Texas Permanent School Fund Austin, Texas	$84.9M	-$1.78M	8	0.84%	Reduced
286	Aperio Group Sausalito, California	$83.7M	-$66M	0	–	Closed
287	Prudential plc London, England, United Kingdom	$83.3M	+$22.9M	5	0.36%	Increased
288	Natixis Advisors Boston, Massachusetts	$83M	+$16.1M	13	1.36%	Increased
289	ACM Atlanta Capital Management Atlanta, Georgia	$82.8M	+$45.3M	1	0.54%	Increased
290	Banque Pictet & Cie Geneva 73, Switzerland	$82.2M	+$76.2M	4	2.42%	New
291	MSL Mackay Shields LLC New York	$82.1M	+$841K	2	3.09%	Increased
292	MVP Miller Value Partners Sarasota, Florida	$81.6M	+$12.2M	3	3.7%	Increased
293	Driehaus Capital Management Chicago, Illinois	$81.3M	+$4.23M	6	2.93%	Increased
294	OAMG Odey Asset Management Group London, United Kingdom	$81.1M	-$69.5M	1	1.68%	Reduced
295	CCM Chautauqua Capital Management Boulder, Colorado	$81M	+$492K	2	17.88%	Increased
296	Columbia Wanger Asset Management Chicago, Illinois	$79.8M	-$6.41M	2	0.3%	Reduced
297	Westfield Capital Management Boston, Massachusetts	$79.7M	+$7.87M	2	0.47%	Increased
298	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$79.6M	-$8.71M	8	0.32%	Reduced
299	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$79.4M	-$2.2M	1	0.57%	Reduced
300	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$79.3M	+$817K	3	1.51%	Increased