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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	SBCM Schwerin Boyle Capital Management Springfield, Massachusetts	$46.2M	-$396K	2	4.82%	Reduced
352	AFG American Financial Group Cincinnati, Ohio	$45.4M	$0	2	3.71%	Maintained
353	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$45.3M	-$968K	8	0.39%	Reduced
354	ACB Aristotle Capital Boston Boston, Massachusetts	$45M	-$231K	1	1.41%	Reduced
355	Truist Financial Charlotte, North Carolina	$44.8M	+$4.13M	10	0.78%	Increased
356	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$44.7M	-$3.46M	4	3.94%	Reduced
357	KeyBank National Association Cleveland, Ohio	$44.6M	-$979K	8	0.26%	Reduced
358	William Blair & Company Chicago, Illinois	$44.2M	+$405K	12	0.25%	Increased
359	Xact Kapitalforvaltning Stockholm, Sweden	$44.1M	-$154K	12	0.91%	Reduced
360	AP Atwood & Palmer Kansas City, Missouri	$43.9M	-$34.9K	5	5.93%	Reduced
361	FSCM Front Street Capital Management Missoula, Montana	$43.7M	+$403K	1	11.4%	Increased
362	OAM Oxford Asset Management Oxford, United Kingdom	$43.6M	-$1.2M	14	0.94%	Reduced
363	Weiss Asset Management Boston, Massachusetts	$43.4M	+$10.5M	5	2.63%	Increased
364	W.H. Reaves & Co Jersey City, New Jersey	$43.2M	-$2.09M	1	1.38%	Reduced
365	Anchor Capital Advisors Boston, Massachusetts	$42.7M	+$1.6M	3	1.55%	Increased
366	Commerce Bank Kansas City, Missouri	$42.7M	+$143K	9	0.48%	Increased
367	Utah Retirement Systems Salt Lake City, Utah	$42.6M	-$409K	8	0.82%	Reduced
368	ECM Ensemble Capital Management San Francisco, California	$42.5M	+$2.6M	1	5.99%	Increased
369	Cannell & Spears New York	$42.3M	+$1.27M	2	4.96%	Increased
370	Farallon Capital Management San Francisco, California	$42M	-$10.2M	1	0.27%	Reduced
371	NI Nuance Investments Kansas City, Missouri	$41.8M	+$14.5M	1	1.77%	Increased
372	Mitsubishi UFJ Asset Management Tokyo, Japan	$41.8M	+$6.81M	13	0.71%	Increased
373	SC Skylands Capital Milwaukee, Wisconsin	$41.7M	-$2.12M	3	5.73%	Reduced
374	Virginia Retirement Systems Richmond, Virginia	$41.4M	+$494K	8	0.48%	Increased
375	Trillium Asset Management Boston, Massachusetts	$41.4M	+$1.73M	4	2%	Increased