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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	BAPIM British Airways Pensions Investment Management London, United Kingdom	$56.4M	+$7.26M	2	1.74%	Increased
352	CIBC Asset Management Toronto, Ontario, Canada	$56M	+$1.69M	11	0.39%	Increased
353	JIR James Investment Research Alpha, Ohio	$55.4M	+$2.01M	6	1.29%	Increased
354	O'Shaughnessy Asset Management Stamford, Connecticut	$55.2M	-$14.3M	13	1.12%	Reduced
355	MP MSD Partners New York	$54.7M	$0	1	1.1%	Maintained
356	Driehaus Capital Management Chicago, Illinois	$54.5M	-$22.9M	5	1.89%	Reduced
357	CAM Capstone Asset Management Houston, Texas	$53.7M	+$1.39M	12	1.55%	Increased
358	LCM Lakewood Capital Management New York	$53.6M	-$6.6M	1	2.22%	Reduced
359	JCM Janney Capital Management Pittsburgh, Pennsylvania	$53.2M	+$250K	2	2.27%	Increased
360	ACM Argent Capital Management St Louis, Missouri	$52.9M	+$15.8M	1	2.42%	Increased
361	AMF Tjänstepension Stockholm, Sweden	$52.4M	-$877K	2	0.73%	Reduced
362	Columbia Wanger Asset Management Chicago, Illinois	$52.3M	-$5M	1	0.34%	Reduced
363	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$51.8M	+$7.12M	3	0.67%	Increased
364	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$51.6M	+$37.3M	3	5.95%	Increased
365	LCM Logan Capital Management Newtown Square, Pennsylvania	$51.4M	-$1.66M	8	3.77%	Reduced
366	DekaBank Deutsche Girozentrale Frankfurt, Germany	$51.1M	-$14.1M	10	0.61%	Reduced
367	First Eagle Investment Management New York	$51M	+$35.4M	2	0.12%	Increased
368	MSL Mackay Shields LLC New York	$51M	-$1.33M	2	2.61%	Reduced
369	ZDA Zweig-DiMenna Associates New York	$51M	-$4.03M	5	2.81%	Reduced
370	IAM Impala Asset Management Palm Beach, Florida	$50.6M	-$406K	1	2.87%	Reduced
371	KI Kalmar Investments Greenville, Delaware	$50.4M	-$14.8M	2	0.95%	Reduced
372	TAM Taylor Asset Management Toronto, Ontario, Canada	$50.3M	+$2.56M	1	9.17%	Increased
373	Soros Fund Management New York	$50.1M	-$112M	3	0.47%	Reduced
374	KCM Kingstown Capital Management New York	$50M	$0	1	6.43%	Maintained
375	Virginia Retirement Systems Richmond, Virginia	$49.6M	-$1.06M	7	0.75%	Reduced