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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	Hamlin Capital Management New York	$61.6M	+$17.8M	1	3.44%	Increased
327	Sarasin & Partners London, United Kingdom	$61.6M	-$11.2M	1	0.92%	Reduced
328	Select Equity Group New York	$61.2M	+$13.9M	1	0.57%	Increased
329	Spot Trading Chicago, Illinois	$61.1M	+$17.5M	13	0.38%	Increased
330	KCM Kingstown Capital Management New York	$61.1M	+$4.79M	1	8.86%	Increased
331	Asset Management One Tokyo, Japan	$61M	+$7.2M	11	0.79%	Increased
332	TSU TD Securities (USA) New York	$61M	+$4.29M	4	0.87%	Increased
333	ARGA Investment Management Stamford, Connecticut	$60.9M	+$14.2M	1	23.67%	Increased
334	ICOM Investment Counselors of Maryland Baltimore, Maryland	$60.5M	-$853K	3	2.94%	Reduced
335	KIG Kovitz Investment Group Chicago, Illinois	$60.4M	+$2.32M	3	2.97%	Increased
336	TCM Tiger Consumer Management New York	$60.4M	-$6.29M	1	4.35%	Reduced
337	MCM McKinley Capital Management Anchorage, Alaska	$60.1M	-$4.37M	4	2.42%	Reduced
338	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$59.7M	-$4.85M	6	0.39%	Reduced
339	Segall Bryant & Hamill Chicago, Illinois	$59.5M	-$1.24M	8	1.34%	Reduced
340	OMERS Administration Corp Toronto, Ontario, Canada	$59.2M	+$2.6M	1	1.79%	Increased
341	Tocqueville Asset Management New York	$58M	+$1.94M	7	0.62%	Increased
342	HCM Hitchwood Capital Management New York	$57.7M	+$53.4M	1	5.03%	New
343	SAM Scopus Asset Management New York	$57.3M	+$5.18M	2	1.5%	Increased
344	Kornitzer Capital Management Shawnee Mission, Kansas	$56.7M	+$2.43M	4	0.66%	Increased
345	Virginia Retirement Systems Richmond, Virginia	$55.8M	+$866K	9	0.87%	Increased
346	UBS O'Connor Chicago, Illinois	$55.7M	+$44.1M	4	0.97%	Increased
347	Mirae Asset Global Investments Seoul, South Korea	$55M	+$1.59M	11	2%	Increased
348	TAM Taylor Asset Management Toronto, Ontario, Canada	$54.6M	-$11.8M	1	7.17%	Reduced
349	Samlyn Capital New York	$54.3M	-$37.5M	1	0.94%	Reduced
350	Arizona State Retirement System Phoenix, Arizona	$54M	+$487K	7	0.64%	Increased