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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	Factory Mutual Insurance Waltham, Massachusetts	$74.3M	+$3.59M	4	0.81%	Increased
302	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$73.4M	+$1.5M	8	0.71%	Increased
303	South Dakota Investment Council Sioux Falls, South Dakota	$73.3M	-$13M	7	1.48%	Reduced
304	Gateway Investment Advisers Cincinnati, Ohio	$73.2M	+$1.14M	5	0.63%	Increased
305	WSC White Square Capital London, United Kingdom	$73.1M	$0	1	100%	Maintained
306	Foresters Investment Management New York	$72.5M	-$7.53M	6	1.18%	Reduced
307	LM Luminus Management Houston, Texas	$72.4M	-$6.03M	3	1.92%	Reduced
308	Hennessy Advisors Inc Novato, California	$72.1M	-$3.7M	6	2.23%	Reduced
309	Orbis Allan Gray Hamilton, Bermuda	$71.4M	+$960K	2	0.44%	Increased
310	Hardman Johnston Global Advisors Stamford, Connecticut	$70.9M	-$528K	1	3.02%	Reduced
311	Jacobs Levy Equity Management Florham Park, New Jersey	$69.6M	+$4.51M	6	1.35%	Increased
312	Ninety One (UK) London, United Kingdom	$69.4M	+$1.64M	2	0.3%	Increased
313	State of Michigan Retirement System Lansing, Michigan	$69M	+$13.9M	5	0.56%	Increased
314	Folketrygdfondet Oslo Norway, Norway	$69M	$0	1	2.27%	Maintained
315	PointState Capital New York	$68.8M	-$24.7M	1	0.58%	Reduced
316	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$68.7M	-$22.4M	3	1.54%	Reduced
317	GL Governors Lane New York	$68.3M	+$12.2M	1	3.09%	Increased
318	VanEck Associates New York	$67.3M	+$15.5M	5	0.34%	Increased
319	CCM Criterion Capital Management San Francisco, California	$65.5M	+$15.5M	3	2.78%	Increased
320	OP Omni Partners London, United Kingdom	$65.1M	-$11.2M	1	8.31%	Reduced
321	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$65M	-$17.8M	9	0.21%	Reduced
322	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$64.4M	+$10.3M	1	4.06%	Increased
323	BHMP Bardin Hill Management Partners New York	$64.2M	-$9.82M	1	11.12%	Reduced
324	Fjarde Ap-fonden Stockholm, Sweden	$63.9M	-$1.14M	7	1.22%	Reduced
325	Squarepoint New York	$63M	+$39.1M	15	1.21%	Increased