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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	Capital Advisors Inc Tulsa, Oklahoma	$47.3M	+$26.2M	4	5.82%	Increased
402	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$47M	+$7.13M	8	1.43%	Increased
403	Evercore Wealth Management New York	$47M	-$7.09M	10	2.16%	Reduced
404	Nisa Investment Advisors St. Louis, Missouri	$46.7M	+$1.09M	7	0.64%	Increased
405	VanEck Associates New York	$46.4M	-$2.3M	5	0.27%	Reduced
406	M.D. Sass LLC New York	$46.2M	-$42M	1	2.35%	Reduced
407	Standard Investments New York	$46.2M	-$7.77M	3	2.83%	Reduced
408	SAM Sentinel Asset Management Montpelier, Vermont	$46.1M	-$10.3M	3	1%	Reduced
409	IRF IBM Retirement Fund Armonk, New York	$46.1M	-$205K	8	0.86%	Reduced
410	Numeric Investors Boston, Massachusetts	$45.8M	+$30.8M	7	0.56%	Increased
411	BSCM Baker Street Capital Management Los Angeles, California	$45.8M	+$40.2M	1	19.31%	New
412	Gulf International Bank (UK) London, United Kingdom	$45.6M	+$139K	5	0.81%	Increased
413	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$45.5M	+$6.89M	3	0.66%	Increased
414	Capital International Los Angeles, California	$45.4M	+$6.04M	3	2.77%	Increased
415	ALA Atherton Lane Advisers Menlo Park, California	$45.4M	+$18.9M	2	2.45%	Increased
416	MCM Moon Capital Management New York	$44.7M	+$6.05M	4	25.49%	Increased
417	Fjarde Ap-fonden Stockholm, Sweden	$44.7M	-$2.77M	7	1.03%	Reduced
418	R.H. Bluestein & Co Birmingham, Michigan	$44.5M	+$3.31M	8	2.68%	Increased
419	Sit Investment Associates Minneapolis, Minnesota	$44.4M	-$3.74M	2	0.77%	Reduced
420	Keeley Asset Management Chicago, Illinois	$44.2M	-$8.02M	3	0.9%	Reduced
421	Oppenheimer & Co New York	$43.6M	-$1.46M	14	1.19%	Reduced
422	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$43.3M	-$977K	8	0.85%	Reduced
423	Cannell & Spears New York	$43.2M	+$65.8K	2	5.18%	Increased
424	South Texas Money Management San Antonio, Texas	$42.6M	+$9.6M	2	2.47%	Increased
425	Knighthead Capital Management New York	$42.5M	+$1.36M	1	8.95%	Increased