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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
326	ASA Armstrong Shaw Associates New Canaan, Connecticut	$59.5M	-$112M	2	7.31%	Reduced
327	CL CSS LLC Chicago, Illinois	$59.4M	+$60.7M	5	3%	Increased
328	Kornitzer Capital Management Shawnee Mission, Kansas	$59.3M	+$2.78M	3	0.63%	Increased
329	TCM Tekne Capital Management New York	$58.7M	+$31.9M	2	3.27%	Increased
330	BCM BBT Capital Management Fort Worth, Texas	$58.4M	+$1.07M	2	2.65%	Increased
331	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$57.5M	-$2.31M	11	1.57%	Reduced
332	O'Shaughnessy Asset Management Stamford, Connecticut	$57.5M	+$4.64M	6	1.14%	Increased
333	Sit Investment Associates Minneapolis, Minnesota	$57.4M	+$3.82M	2	1.01%	Increased
334	KI Kalmar Investments Greenville, Delaware	$57M	+$5.96M	2	0.96%	Increased
335	TGI Tradewinds Global Investors Los Angeles, California	$57M	-$12.6M	2	1.43%	Reduced
336	Chartwell Investment Partners Berywn, Pennsylvania	$56.8M	+$5.23M	2	1.15%	Increased
337	Gotham Asset Management New York	$56.8M	+$37.2M	7	0.85%	Increased
338	Williams Jones & Associates New York	$56.7M	+$36M	4	1.14%	Increased
339	CCM Crestwood Capital Management New York	$56.6M	-$4.74M	2	6.93%	Reduced
340	RHBC R.H. Bluestein & Co Birmingham, Michigan	$55.9M	-$2M	8	3.69%	Reduced
341	HCM Hawkeye Capital Management Miami Beach, Florida	$55.8M	$0	1	15.63%	Maintained
342	Arizona State Retirement System Phoenix, Arizona	$55.5M	-$597K	8	0.7%	Reduced
343	Spot Trading Chicago, Illinois	$55.1M	-$17.5M	13	0.31%	Reduced
344	KCM Kingstown Capital Management New York	$55.1M	+$3.48M	1	6.89%	Increased
345	CCMH Cornerstone Capital Management Holdings New York	$54.7M	+$9.61M	8	0.64%	Increased
346	ICOM Investment Counselors of Maryland Baltimore, Maryland	$54.3M	-$9.04M	3	2.3%	Reduced
347	Oppenheimer & Co New York	$53.3M	+$5.11M	11	1.6%	Increased
348	AP Alydar Partners Boston, Massachusetts	$53.3M	-$7.86M	4	5.31%	Reduced
349	TSU TD Securities (USA) New York	$52.8M	-$1.86M	4	0.94%	Reduced
350	KG Killen Group Berwyn, Pennsylvania	$52.6M	-$16.8M	2	2.87%	Reduced