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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
401	Hamlin Capital Management New York	$44.2M	+$4.03M	1	2.48%	Increased
402	PCM Proxima Capital Management New York	$44.1M	+$2.14M	2	5.2%	Increased
403	GL GLG LLC New York	$44.1M	-$7.81M	7	1.3%	Reduced
404	MCM Moon Capital Management New York	$43.9M	+$9.04M	2	24.98%	Increased
405	GH GAM Holding Zurich, Switzerland	$43.9M	-$804K	9	0.67%	Reduced
406	ExxonMobil Investment Management Irving, Texas	$43.7M	-$1.1M	4	0.98%	Reduced
407	Atalanta Sosnoff Capital New York	$42.8M	-$6.05M	2	0.94%	Reduced
408	Brookfield Corp Toronto, Ontario, Canada	$42.6M	+$2.59M	3	0.27%	Increased
409	VCM Vision Capital Management Portland, Oregon	$42.6M	+$5.64M	2	5.09%	Increased
410	MSL Mackay Shields LLC New York	$42.4M	-$37.6M	1	2.34%	Reduced
411	ASA Armstrong Shaw Associates New Canaan, Connecticut	$42.4M	-$21.7M	2	7.66%	Reduced
412	Balyasny Asset Management Chicago, Illinois	$42.1M	-$97.5M	2	0.48%	Reduced
413	Parallax Volatility Advisers San Francisco, California	$42.1M	-$28M	14	0.17%	Reduced
414	LMR Partners London, United Kingdom	$42.1M	+$41.5M	1	3.5%	New
415	EA Euclid Advisors Hartford, Connecticut	$42M	-$7.86M	3	0.29%	Reduced
416	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$41.9M	-$1.61M	7	0.62%	Reduced
417	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$41.7M	+$6.74M	8	1.19%	Increased
418	JIR James Investment Research Alpha, Ohio	$41.6M	-$8.37M	5	1.32%	Reduced
419	WAM World Asset Management Detroit, Michigan	$41.5M	-$1.12M	13	1.27%	Reduced
420	SAM Sentinel Asset Management Montpelier, Vermont	$41.2M	+$1.98M	2	0.82%	Increased
421	BPCM Beach Point Capital Management Santa Monica, California	$41.1M	+$3.88M	1	8.05%	Increased
422	SM Stratton Management King Of Prussia, Pennsylvania	$41.1M	+$3.36M	3	1.71%	Increased
423	KAM Keeley Asset Management Chicago, Illinois	$41.1M	+$2.13M	3	0.74%	Increased
424	Oaktree Capital Management Los Angeles, California	$41M	+$242K	1	0.71%	Increased
425	TCM Tetrem Capital Management Winnipeg, Manitoba, Canada	$40.7M	+$226K	1	1%	Increased