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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	ArrowMark Colorado Holdings Denver, Colorado	$36.3M	-$5.34M	2	0.99%	Reduced
402	Fjarde Ap-fonden Stockholm, Sweden	$36M	-$1.98M	6	1%	Reduced
403	HCM Hitchwood Capital Management New York	$35.5M	$0	1	1.25%	Maintained
404	GA Geneva Advisors Chicago, Illinois	$34.9M	+$6.85M	6	0.7%	Increased
405	Silvercrest Asset Management New York	$34.9M	+$4.08M	6	0.53%	Increased
406	Davenport & Co Richmond, Virginia	$34.7M	-$29.3M	6	0.58%	Reduced
407	Impax Asset Management (UK) London, United Kingdom	$34.7M	+$2.11M	2	2.41%	Increased
408	CL CSS LLC Chicago, Illinois	$34.6M	+$29.7M	3	2.04%	Increased
409	EverPoint Asset Management Stamford, Connecticut	$34.5M	+$28.2M	5	0.9%	Increased
410	BA Boston Advisors Boston, Massachusetts	$34.5M	-$6.34M	6	1.29%	Reduced
411	RHBC R.H. Bluestein & Co Birmingham, Michigan	$34M	-$7.62M	8	2.42%	Reduced
412	CIBC Private Wealth Group Atlanta, Georgia	$33.7M	+$791K	8	0.28%	Increased
413	Capital International Los Angeles, California	$33.7M	-$1.47M	2	2.23%	Reduced
414	ZDA Zweig-DiMenna Associates New York	$33.6M	-$13.4M	4	1.45%	Reduced
415	ACP Ashfield Capital Partners San Francisco, California	$33.5M	-$3.55M	5	2.15%	Reduced
416	RCM Riverhead Capital Management Wilmington, Delaware	$33.4M	+$1.14M	10	0.53%	Increased
417	RCM Raging Capital Management Rocky Hill, New Jersey	$33.4M	+$23.8M	1	4.38%	Increased
418	Clal Insurance Tel-Aviv, Israel	$33.2M	-$4.34M	2	0.86%	Reduced
419	CIBC Asset Management Toronto, Ontario, Canada	$32.8M	-$16.8M	9	0.26%	Reduced
420	PIA Piedmont Investment Advisors Durham, North Carolina	$32.7M	+$275K	6	0.74%	Increased
421	TB Terril Brothers St. Louis, Missouri	$32.6M	-$241K	2	10.57%	Reduced
422	ExxonMobil Investment Management Irving, Texas	$32.5M	+$1.43M	4	0.83%	Increased
423	Utah Retirement Systems Salt Lake City, Utah	$31.9M	+$163K	7	0.91%	Increased
424	Jefferies Group New York	$31.8M	+$14.2M	12	0.18%	Increased
425	KCM Knighthead Capital Management New York	$31.8M	-$2.3M	1	8.28%	Reduced