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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	JP Morgan Private Wealth Advisors San Francisco, California	$92.2M	+$5.46M	14	0.61%	Increased
277	Jefferies Group New York	$92.1M	+$36.3M	15	0.43%	Increased
278	HighTower Advisors Chicago, Illinois	$91.3M	+$3.33M	16	0.75%	Increased
279	MUFG Securities EMEA London, United Kingdom	$91.3M	+$32.1M	4	2.12%	Increased
280	Cooke & Bieler Philadelphia, Pennsylvania	$90.7M	-$1.75M	1	1.64%	Reduced
281	State of Tennessee, Department of Treasury Nashville, Tennessee	$90.3M	-$30M	8	0.4%	Reduced
282	HCM Highfields Capital Management Boston, Massachusetts	$89.5M	-$5.23M	1	0.74%	Reduced
283	AIG American International Group New York	$89M	+$3.61M	15	0.29%	Increased
284	Miller Howard Investments Kingston, New York	$88.1M	+$27.4M	2	1.92%	Increased
285	Oregon Public Employees Retirement Fund Tigard, Oregon	$87.8M	-$1.65M	5	1.32%	Reduced
286	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$87.8M	-$59.5M	3	5.98%	Reduced
287	Equity Investment Corp Atlanta, Georgia	$86.1M	-$470K	1	2.87%	Reduced
288	Regions Financial Corp Birmingham, Alabama	$85.9M	-$231K	15	0.93%	Reduced
289	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$85.8M	+$79.6M	1	2.22%	New
290	TC Towle & Co Denver, Colorado	$85.6M	-$32.1M	2	8.45%	Reduced
291	VanEck Associates New York	$85.2M	+$14.2M	5	0.42%	Increased
292	Orbis Allan Gray Hamilton, Bermuda	$85.1M	+$4.88M	2	0.5%	Increased
293	FPF FNY Partners Fund New York	$85M	+$27.7M	6	14.12%	Increased
294	Glenmede Trust Philadelphia, Pennsylvania	$84.6M	-$6.46M	18	0.35%	Reduced
295	KLCMU Kite Lake Capital Management (UK) London, United Kingdom	$84.3M	+$83.2M	1	9.93%	New
296	BWA Brave Warrior Advisors New York	$83.8M	-$1.13M	1	3.57%	Reduced
297	Conestoga Capital Advisors Wayne, Pennsylvania	$83.3M	+$9.39M	1	3.2%	Increased
298	Kovitz Investment Group Partners Chicago, Illinois	$83M	-$2.92M	3	3.55%	Reduced
299	Jane Street New York	$82.4M	-$26.2M	19	0.24%	Reduced
300	BNP Paribas Asset Management Paris, France	$82.3M	+$8.71M	9	0.7%	Increased