← All themes

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	Nomura Asset Management Tokyo, Japan	$74.8M	-$4.08M	8	1.33%	Reduced
302	SM Senvest Management New York	$74.8M	+$102K	2	4.63%	Increased
303	Anchor Capital Advisors Boston, Massachusetts	$74.7M	-$5.05M	4	1.62%	Reduced
304	SG Swarthmore Group Philadelphia, Pennsylvania	$74.7M	+$4.66M	2	6.81%	Increased
305	M&T Bank Buffalo, New York	$73.7M	+$8.44M	18	0.46%	Increased
306	MLICM Metropolitan Life Insurance Company (MetLife) New York	$73.5M	-$1.15M	8	0.54%	Reduced
307	SIM Stelliam Investment Management New York	$73.2M	-$6.58M	1	1.65%	Reduced
308	Mackenzie Financial Toronto Ontario, Ontario, Canada	$72.8M	-$36.4M	8	0.38%	Reduced
309	Highbridge Capital Management New York	$72.3M	+$50.5M	8	1%	Increased
310	Cooke & Bieler Philadelphia, Pennsylvania	$72.2M	+$8.82M	1	1.57%	Increased
311	Haverford Trust Company Radnor, Pennsylvania	$72M	+$2.14M	2	1.99%	Increased
312	ORIO Old Republic International (ORI) Chicago, Illinois	$71.5M	$0	2	3.99%	Maintained
313	DCM Daruma Capital Management New York	$71.2M	-$17M	2	3.18%	Reduced
314	AIM Assured Investment Management New York	$71M	-$32.5M	5	1.16%	Reduced
315	KIG Kovitz Investment Group Chicago, Illinois	$70.9M	+$5.92M	3	3.89%	Increased
316	Columbia Wanger Asset Management Chicago, Illinois	$70.5M	-$707K	1	0.38%	Reduced
317	Folketrygdfondet Oslo Norway, Norway	$70.5M	+$16.5M	1	1.95%	Increased
318	TPSF Texas Permanent School Fund Austin, Texas	$70.2M	-$689K	7	0.78%	Reduced
319	UBS O'Connor Chicago, Illinois	$69.9M	+$10.2M	6	0.68%	Increased
320	TAM Third Avenue Management New York	$69.8M	-$4.75M	1	1.75%	Reduced
321	ArrowMark Colorado Holdings Denver, Colorado	$69.6M	-$21.4M	2	1.81%	Reduced
322	DekaBank Deutsche Girozentrale Frankfurt, Germany	$69.6M	-$6.34M	11	0.87%	Reduced
323	Jacobs Levy Equity Management Florham Park, New Jersey	$69.5M	-$326K	6	1.18%	Reduced
324	Thompson Siegel & Walmsley Richmond, Virginia	$69.4M	+$1.36M	6	1.2%	Increased
325	ICOM Investment Counselors of Maryland Baltimore, Maryland	$69M	$0	3	3.26%	Maintained