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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
351	Viking Global Investors Stamford, Connecticut	$52.5M	+$46.6M	1	0.22%	New
352	Menora Mivtachim Holdings Ramat Gan, Israel	$52.5M	+$15.3M	2	4.3%	Increased
353	Commonwealth Equity Services Waltham, Massachusetts	$52.4M	-$222K	11	0.72%	Reduced
354	SAM Sandell Asset Management New York	$52.3M	+$13.5M	2	8.5%	Increased
355	1919 Investment Counsel Baltimore, Maryland	$52.3M	+$7.44M	10	1.07%	Increased
356	Braun Stacey Associates New York	$51.9M	-$630K	3	3.04%	Reduced
357	Asset Management One Tokyo, Japan	$51.8M	-$504K	10	0.82%	Reduced
358	BCM Brigade Capital Management New York	$51.7M	+$53.5M	1	3.77%	Increased
359	USS Investment Management London, United Kingdom	$51.4M	+$18M	1	0.93%	Increased
360	SCM SeaStone Capital Management New York	$51.2M	+$15.9M	1	5.31%	Increased
361	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$51.1M	-$42.5M	5	0.13%	Reduced
362	Lyrical Asset Management New York	$50.7M	+$6.44M	1	2.84%	Increased
363	PAR Capital Management Boston, Massachusetts	$50M	+$10.3M	2	1.51%	Increased
364	Ferguson Wellman Capital Management Portland, Oregon	$49.4M	+$1.08M	5	2.2%	Increased
365	GL GLG LLC New York	$49.4M	+$51.8M	7	1.66%	New
366	Tocqueville Asset Management New York	$49M	+$1.75M	8	0.65%	Increased
367	RCM Riverhead Capital Management Wilmington, Delaware	$48.6M	+$22.5M	9	1.07%	Increased
368	IRF IBM Retirement Fund Armonk, New York	$48.3M	-$20.7M	7	0.96%	Reduced
369	Bowen Hanes & Co Ponte Vedra Beach, Florida	$48.1M	+$404K	2	2.33%	Increased
370	EA Euclid Advisors Hartford, Connecticut	$47.7M	-$48.1M	3	0.36%	Reduced
371	SI Sprott Inc Toronto, Ontario, Canada	$47.6M	+$18.1M	3	4.13%	Increased
372	CC Colrain Capital Boston, Massachusetts	$47.4M	-$4.09M	4	3.53%	Reduced
373	ProShare Advisors Bethesda, Maryland	$47.4M	+$4.95M	13	0.59%	Increased
374	ECM Estabrook Capital Management New York	$46.9M	+$809K	4	4.78%	Increased
375	Baird Milwaukee, Wisconsin	$46.9M	+$4.37M	9	0.68%	Increased