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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	SI Standard Investments New York	$52.1M	$0	1	3.64%	Maintained
327	BNP Paribas Asset Management Paris, France	$51.3M	-$6.65M	9	0.44%	Reduced
328	KCM Kingstown Capital Management New York	$51M	-$8.68M	1	5.5%	Reduced
329	Raymond James Financial Services Advisors St. Petersburg, Florida	$50.9M	+$10.4M	9	0.6%	Increased
330	Glenmede Trust Philadelphia, Pennsylvania	$50.2M	+$8.44M	17	0.34%	Increased
331	Mirae Asset Global Investments Seoul, South Korea	$50.1M	+$3.54M	10	1.65%	Increased
332	Driehaus Capital Management Chicago, Illinois	$49.6M	+$645K	2	1.67%	Increased
333	TAM Third Avenue Management New York	$49.6M	-$14.3M	1	1.61%	Reduced
334	ORIO Old Republic International (ORI) Chicago, Illinois	$49.4M	-$14.5M	2	2.65%	Reduced
335	Folketrygdfondet Oslo Norway, Norway	$49.2M	-$11.6M	1	1.5%	Reduced
336	OC Oakmont Corp Los Angeles, California	$49.2M	+$50.3M	1	6.45%	New
337	QS Investors New York	$48.9M	+$5.41M	15	0.47%	Increased
338	IRF IBM Retirement Fund Armonk, New York	$48M	+$2.35M	9	0.92%	Increased
339	SC Skylands Capital Milwaukee, Wisconsin	$48M	-$3.69M	4	6.85%	Reduced
340	Chartwell Investment Partners Berywn, Pennsylvania	$47.4M	+$1.78M	2	0.97%	Increased
341	Evercore Wealth Management New York	$47.3M	+$1.77M	8	2.2%	Increased
342	TU TDAM USA Toronto, Ontario, Canada	$47M	+$31.6M	6	2.28%	Increased
343	DCM Daruma Capital Management New York	$46.6M	+$5.57M	2	2.79%	Increased
344	BA Boston Advisors Boston, Massachusetts	$46.3M	+$11.4M	8	1.08%	Increased
345	Arizona State Retirement System Phoenix, Arizona	$46.2M	-$810K	7	0.61%	Reduced
346	River Road Asset Management Louisville, Kentucky	$46.1M	-$9.73M	2	0.8%	Reduced
347	ProShare Advisors Bethesda, Maryland	$45.6M	+$3.41M	11	0.55%	Increased
348	CAM Capstone Asset Management Houston, Texas	$45.5M	+$2.18M	13	1.31%	Increased
349	Regions Financial Corp Birmingham, Alabama	$45.4M	-$32.8M	12	0.61%	Reduced
350	Nomura Holdings Tokyo, Japan	$45.2M	+$19.8M	10	0.13%	Increased