← 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	Glenview Capital Management New York	$133M	-$86.3M	1	3.32%	Reduced
302	CCM CoreView Capital Management Hong Kong	$132M	+$38.1M	1	19.3%	Increased
303	A Apoletto Road Town, Tortola, British Virgin Islands	$131M	-$4.04M	1	36.33%	Reduced
304	Xponance Philadelphia, Pennsylvania	$131M	+$1.08M	15	2.63%	Increased
305	Factory Mutual Insurance Waltham, Massachusetts	$130M	+$433K	3	2.13%	Increased
306	Nissay Asset Management Tokyo, Japan	$127M	+$7.82M	12	1.27%	Increased
307	Altrinsic Global Advisors Stamford, Connecticut	$127M	-$2.07M	1	5.15%	Reduced
308	PineBridge Investments New York	$126M	+$12.5M	4	1.59%	Increased
309	WAM WT Asset Management Hong Kong	$126M	-$59.5M	2	71.53%	Reduced
310	1832 Asset Management Toronto, Ontario, Canada	$125M	-$80.5M	13	0.22%	Reduced
311	CIBC World Market Toronto, Ontario, Canada	$125M	+$24.7M	18	0.44%	Increased
312	IFM Investors Melbourne, Australia	$124M	+$12.7M	9	2.18%	Increased
313	XXIP Xiamen Xinweidachuang Investment Partnership Xiamen, China	$124M	-$76.3M	1	100%	Reduced
314	British Columbia Investment Management Victoria, British Columbia, Canada	$123M	-$34.9M	14	1.17%	Reduced
315	Varma Mutual Pension Insurance Co Helsinki, Finland	$122M	+$6.56M	4	1.96%	Increased
316	Swiss Life Asset Management Zurich,	$120M	+$4.54M	9	1.95%	Increased
317	Texas Permanent School Fund Austin, Texas	$120M	+$5.79M	13	1.91%	Increased
318	Westchester Capital Management (New York) Valhalla, New York	$120M	+$18.8M	3	3.34%	Increased
319	Krane Funds Advisors New York	$120M	-$12M	15	4.26%	Reduced
320	Sanders Capital West Palm Beach, Florida	$119M	-$223K	2	0.3%	Reduced
321	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$118M	+$72.6M	2	0.45%	Increased
322	BEVI Braemar Energy Ventures III New York	$117M	-$2.91M	1	100%	Reduced
323	SG Americas Securities New York	$115M	-$45.9M	39	1.22%	Reduced
324	Alyeska Investment Group Chicago, Illinois	$114M	+$55.5M	6	1.3%	Increased
325	Axiom Investors Greenwich, Connecticut	$114M	-$29.9M	1	3.41%	Reduced