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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	OA Omega Advisors New York	$69M	+$66.9M	1	1.1%	New
327	SC Skylands Capital Milwaukee, Wisconsin	$68.2M	-$3.45M	5	6.92%	Reduced
328	RCM Redwood Capital Management New York	$68.2M	-$25.5M	3	7.88%	Reduced
329	Commonwealth Equity Services Waltham, Massachusetts	$67.9M	+$4.09M	12	0.7%	Increased
330	LCM Lakewood Capital Management New York	$67.3M	-$15.8M	1	3.45%	Reduced
331	O'Shaughnessy Asset Management Stamford, Connecticut	$67M	+$7.37M	13	1.3%	Increased
332	CCMH Cornerstone Capital Management Holdings New York	$66.2M	+$12.3M	9	0.62%	Increased
333	Zurich Cantonal Bank Zurich, Switzerland	$66M	+$29.6M	15	0.91%	Increased
334	River Road Asset Management Louisville, Kentucky	$65.8M	+$58.6M	2	0.91%	Increased
335	ARGA Investment Management Stamford, Connecticut	$65.3M	+$2.8M	1	18.57%	Increased
336	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$65.2M	+$1.96M	6	0.48%	Increased
337	Peconic Partners New York	$64.9M	+$18.6M	2	10.11%	Increased
338	BNP Paribas Asset Management Paris, France	$64.5M	-$11.2M	8	0.49%	Reduced
339	Sculptor Capital New York	$64.1M	+$50M	5	0.21%	Increased
340	Sarasin & Partners London, United Kingdom	$64.1M	-$1.61M	1	0.98%	Reduced
341	HCM Hitchwood Capital Management New York	$63.2M	$0	1	3.37%	Maintained
342	ACM Atlanta Capital Management Atlanta, Georgia	$63M	-$2.1M	1	0.43%	Reduced
343	Kornitzer Capital Management Shawnee Mission, Kansas	$62.5M	+$4.06M	4	0.76%	Increased
344	HCM Hirzel Capital Management Dallas, Texas	$62.1M	+$48.1M	1	6.46%	Increased
345	SCM Suvretta Capital Management New York	$62M	+$54.4M	1	3.7%	New
346	Daiwa Securities Group Tokyo, Japan	$62M	+$24.3M	9	0.42%	Increased
347	Discovery Capital Management South Norwalk, Connecticut	$62M	-$104M	1	0.71%	Reduced
348	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$61.8M	-$19.7M	5	0.17%	Reduced
349	MP MSD Partners New York	$61.6M	-$84.3M	1	1.45%	Reduced
350	PAR Capital Management Boston, Massachusetts	$61.1M	+$7.64M	1	1.41%	Increased