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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	Anchor Capital Advisors Boston, Massachusetts	$85.4M	-$1.63M	4	1.65%	Reduced
277	MKCM Mount Kellett Capital Management New York	$84.8M	$0	1	7.46%	Maintained
278	Sit Investment Associates Minneapolis, Minnesota	$84.8M	+$25.8M	4	1.44%	Increased
279	Driehaus Capital Management Chicago, Illinois	$83.8M	-$6.56M	8	2.72%	Reduced
280	Suntrust Banks Atlanta, Georgia	$83M	-$30.7M	10	0.58%	Reduced
281	Axa Paris, France	$82.8M	-$6.31M	6	0.34%	Reduced
282	TAM Taylor Asset Management Toronto, Ontario, Canada	$82M	+$13.7M	2	8.97%	Increased
283	Mondrian Investment Partners London, United Kingdom	$81.8M	+$3.61M	3	1.15%	Increased
284	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$81.5M	+$2.53M	3	5.24%	Increased
285	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$80.8M	+$25.8M	3	0.22%	Increased
286	ArrowMark Colorado Holdings Denver, Colorado	$80.6M	+$3.81M	3	2.3%	Increased
287	NCA Newbrook Capital Advisors New York	$80.5M	+$74.5M	1	9.47%	New
288	TPSF Texas Permanent School Fund Austin, Texas	$80.4M	-$3.4M	8	0.83%	Reduced
289	ACM Atlanta Capital Management Atlanta, Georgia	$79.7M	-$2.15M	1	0.54%	Reduced
290	SCM SKBA Capital Management San Francisco, California	$78.4M	+$6.48M	3	6.95%	Increased
291	GC Greenlight Capital New York	$78.1M	$0	1	1.09%	Maintained
292	Westwood Holdings Group Dallas, Texas	$77.9M	+$65M	2	0.57%	Increased
293	Nomura Asset Management Tokyo, Japan	$77.6M	+$3.46M	8	1.44%	Increased
294	Sterling Capital Management Charlotte, North Carolina	$77.4M	+$1.38M	6	0.67%	Increased
295	Haverford Trust Company Radnor, Pennsylvania	$76.7M	+$505K	2	2.25%	Increased
296	SCM Steadfast Capital Management New York	$73.5M	+$68M	1	1.2%	New
297	Samlyn Capital New York	$72.9M	-$26.7M	1	1.66%	Reduced
298	Jacobs Levy Equity Management Florham Park, New Jersey	$72.5M	+$2.4M	5	1.2%	Increased
299	TCM Tekne Capital Management New York	$72.5M	+$6.56M	2	2.48%	Increased
300	RO Reservoir Operations New York	$71.3M	+$31.2M	3	23.69%	Increased