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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
376	Ninety One (UK) London, United Kingdom	$44.4M	-$301M	1	0.23%	Reduced
377	WIC Willis Investment Counsel Gainesville, Georgia	$44.3M	+$3.66M	4	3.31%	Increased
378	Ladenburg Thalmann Financial Services Miami, Florida	$44.2M	+$1.08M	22	0.61%	Increased
379	SC Skylands Capital Milwaukee, Wisconsin	$44.2M	-$2.61M	4	6.72%	Reduced
380	LCM Logan Capital Management Newtown Square, Pennsylvania	$44.1M	-$1.01M	7	3.54%	Reduced
381	SCM SKBA Capital Management San Francisco, California	$44.1M	-$7.33M	3	5.19%	Reduced
382	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$42.1M	+$17.6M	1	1.69%	Increased
383	JIR James Investment Research Alpha, Ohio	$42M	+$3.03M	7	1.09%	Increased
384	Arizona State Retirement System Phoenix, Arizona	$41.6M	+$37.2K	8	0.61%	Increased
385	CCM Criterion Capital Management San Francisco, California	$41.3M	+$5.99M	1	1.68%	Increased
386	AP Atwood & Palmer Kansas City, Missouri	$41.3M	+$355K	5	7.43%	Increased
387	Williams Jones & Associates New York	$41.1M	-$9.33M	4	1.17%	Reduced
388	AFG American Financial Group Cincinnati, Ohio	$41.1M	-$52.7K	2	3.93%	Reduced
389	SCA STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania	$40.9M	+$102K	2	3.93%	Increased
390	Capital Advisors Inc Tulsa, Oklahoma	$40.9M	+$19.7M	3	2.85%	Increased
391	Edmond de Rothschild Holding Chambesy, Switzerland	$40.5M	-$17.8M	11	1.12%	Reduced
392	CCM Coliseum Capital Management Rowayton, Connecticut	$40.4M	$0	1	18.24%	Maintained
393	VanEck Associates New York	$40.4M	-$15.4M	5	0.2%	Reduced
394	CIBC Private Wealth Group Atlanta, Georgia	$40M	+$1.19M	7	0.26%	Increased
395	CAM Capstone Asset Management Houston, Texas	$40M	-$378K	14	1.15%	Reduced
396	TCM Tran Capital Management San Rafael, California	$39.9M	-$85.6M	1	2.44%	Reduced
397	AIM Assured Investment Management New York	$39.2M	-$18.4M	4	0.73%	Reduced
398	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$39.2M	+$1.08M	7	0.73%	Increased
399	Mirae Asset Global Investments Seoul, South Korea	$39.1M	-$2.44M	9	0.87%	Reduced
400	KI Kalmar Investments Greenville, Delaware	$38.8M	-$3.72M	2	1.99%	Reduced