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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	MKCM Mount Kellett Capital Management New York	$74.6M	$0	1	8.95%	Maintained
277	IAM Impala Asset Management Palm Beach, Florida	$74.5M	+$18.2M	2	2.8%	Increased
278	TCW Group Los Angeles, California	$73M	-$1.46M	4	0.29%	Reduced
279	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$73M	-$13.1M	2	0.19%	Reduced
280	BNP Paribas Asset Management Paris, France	$72.6M	+$54.8M	7	0.59%	Increased
281	TCM Tiger Consumer Management New York	$72.4M	-$41M	1	3.61%	Reduced
282	City National Bank Beverly Hills, Delaware	$72.3M	+$13.6M	5	0.66%	Increased
283	TCM Tekne Capital Management New York	$72.3M	$0	2	4.22%	Maintained
284	SCCM Schafer Cullen Capital Management New York	$72.1M	+$11M	4	0.69%	Increased
285	DCM Daruma Capital Management New York	$72M	-$11.2M	2	3.16%	Reduced
286	Westwood Holdings Group Dallas, Texas	$71.7M	-$3.34M	2	0.56%	Reduced
287	Disciplined Growth Investors Minneapolis, Minnesota	$71.3M	+$1.25M	1	1.83%	Increased
288	Castleark Management Chicago, Illinois	$70M	-$34.5M	3	1.99%	Reduced
289	Nomura Asset Management Tokyo, Japan	$69.2M	+$2.5M	9	1.22%	Increased
290	Suntrust Banks Atlanta, Georgia	$69.1M	-$4.11M	11	0.49%	Reduced
291	MLICM Metropolitan Life Insurance Company (MetLife) New York	$67.5M	-$32.6M	9	0.49%	Reduced
292	SCM Steadfast Capital Management New York	$67.2M	-$8.52M	1	1.14%	Reduced
293	LCM Lakewood Capital Management New York	$66.7M	+$6.1M	1	4.23%	Increased
294	Lyrical Asset Management New York	$66.2M	+$13.7M	1	2.58%	Increased
295	Los Angeles Capital Management Los Angeles, California	$66.1M	-$31.7M	6	0.8%	Reduced
296	SI Sprott Inc Toronto, Ontario, Canada	$64.9M	+$14.8M	3	3.44%	Increased
297	TPSF Texas Permanent School Fund Austin, Texas	$64.5M	-$5.12M	7	0.73%	Reduced
298	Haverford Trust Company Radnor, Pennsylvania	$63.9M	+$1.01M	2	1.91%	Increased
299	MSL Mackay Shields LLC New York	$63.7M	+$30.5M	2	3.3%	Increased
300	ACM Atlanta Capital Management Atlanta, Georgia	$63.6M	-$2.02M	1	0.46%	Reduced