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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	Asset Management One Tokyo, Japan	$50.4M	+$5.33M	10	0.75%	Increased
327	DCM Daruma Capital Management New York	$49.9M	-$10.1M	2	3.05%	Reduced
328	Kornitzer Capital Management Shawnee Mission, Kansas	$49.6M	-$1.33M	4	0.89%	Reduced
329	SCM SKBA Capital Management San Francisco, California	$49.5M	-$12.1M	3	5.53%	Reduced
330	Crossmark Global Holdings Houston, Texas	$49.1M	+$41.6M	15	1.27%	New
331	MCM McKinley Capital Management Anchorage, Alaska	$49M	+$16.7M	8	1.77%	Increased
332	TPSF Texas Permanent School Fund Austin, Texas	$48.4M	-$2.21M	8	0.65%	Reduced
333	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$48.3M	+$25.1M	8	1.1%	Increased
334	ICOM Investment Counselors of Maryland Baltimore, Maryland	$48.1M	-$1.68M	3	2.88%	Reduced
335	Confluence Investment Management St. Louis, Missouri	$47.8M	+$33.3M	1	1.25%	Increased
336	TU TDAM USA Toronto, Ontario, Canada	$47.4M	-$8.28M	6	2.35%	Reduced
337	Marshall Wace London, United Kingdom	$47.1M	+$25.9M	7	0.33%	Increased
338	LCM Logan Capital Management Newtown Square, Pennsylvania	$46.1M	-$113K	7	3.77%	Reduced
339	KBG Kahn Brothers Group New York	$45.9M	+$1.73M	1	8.31%	Increased
340	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$45.7M	+$5.19M	6	0.32%	Increased
341	HCM Hodges Capital Management Dallas, Texas	$44.7M	+$839K	5	2.15%	Increased
342	Davenport & Co Richmond, Virginia	$44.3M	+$658K	5	0.65%	Increased
343	Gulf International Bank (UK) London, United Kingdom	$43.6M	+$1.88M	4	0.71%	Increased
344	Hermes Investment Management London Uk, United Kingdom	$43.5M	+$5.89M	2	0.74%	Increased
345	BOI Bank of Italy Rome, Italy	$43.2M	$0	1	3.03%	Maintained
346	SM Seminole Management New York	$43.1M	-$25.3M	3	7.38%	Reduced
347	MCM Moon Capital Management New York	$43M	-$21M	3	16.23%	Reduced
348	AP Atwood & Palmer Kansas City, Missouri	$42.8M	-$869K	5	7.78%	Reduced
349	RCM Roystone Capital Management New York	$42.4M	-$7.42M	1	2.58%	Reduced
350	SC Skylands Capital Milwaukee, Wisconsin	$42.4M	-$1.9M	4	6.64%	Reduced