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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
301	MAMNY Marathon Asset Management (New York) New York	$63.4M	+$4.52M	2	8.77%	Increased
302	Natixis Advisors Boston, Massachusetts	$62.8M	-$18.5M	12	1.26%	Reduced
303	LPL Financial San Diego, California	$62.6M	+$2.6M	18	0.37%	Increased
304	CCMH Cornerstone Capital Management Holdings New York	$62.2M	+$7.7M	10	0.67%	Increased
305	Capital Fund Management (CFM) Paris, France	$62.1M	+$38.4M	6	0.7%	Increased
306	RO Reservoir Operations New York	$62M	$0	3	22.82%	Maintained
307	GA Geneva Advisors Chicago, Illinois	$61.8M	+$11.9M	5	1.17%	Increased
308	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$61.7M	+$6.55M	8	0.22%	Increased
309	TCP Tourbillon Capital Partners New York	$61.6M	+$21.6M	1	2.25%	Increased
310	Great Lakes Advisors Chicago, Illinois	$60.6M	+$4.88M	4	2.03%	Increased
311	CHCM Columbus Hill Capital Management Short Hills, New Jersey	$60.3M	-$12M	3	3.9%	Reduced
312	TAM Taylor Asset Management Toronto, Ontario, Canada	$60.3M	-$23.5M	1	7.22%	Reduced
313	O'Shaughnessy Asset Management Stamford, Connecticut	$60M	+$9.39M	9	1.1%	Increased
314	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$59.4M	-$1.4M	6	0.39%	Reduced
315	SC Skylands Capital Milwaukee, Wisconsin	$59.2M	-$924K	5	6.01%	Reduced
316	Kornitzer Capital Management Shawnee Mission, Kansas	$59M	+$5.04M	4	0.68%	Increased
317	MWR McAdams Wright Ragen Seattle, Washington	$58.9M	+$966K	6	3.29%	Increased
318	M&T Bank Buffalo, New York	$58.4M	+$61.3M	17	0.37%	Increased
319	MCM McKinley Capital Management Anchorage, Alaska	$58.2M	+$14M	6	2.56%	Increased
320	Thompson Siegel & Walmsley Richmond, Virginia	$57.8M	-$1.33M	7	1.15%	Reduced
321	Miller Howard Investments Kingston, New York	$57.4M	+$36.4M	1	0.89%	Increased
322	Oaktree Capital Management Los Angeles, California	$56.4M	+$10.5M	1	0.93%	Increased
323	SIM Stelliam Investment Management New York	$56.3M	-$76.8M	1	1.48%	Reduced
324	GCM Gruss Capital Management New York	$56.2M	+$27M	1	2.52%	Increased
325	Tocqueville Asset Management New York	$55.3M	+$795K	7	0.61%	Increased