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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
426	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$38.5M	+$16.4M	2	2.56%	Increased
427	GP GLG Partners London, United Kingdom	$38.5M	+$15.1M	5	1.12%	Increased
428	Ferguson Wellman Capital Management Portland, Oregon	$38.4M	+$168K	4	1.55%	Increased
429	GL GLG LLC New York	$38.4M	+$14.6M	8	1.15%	Increased
430	CCM Cornerstone Capital Management Edina, Minnesota	$38.3M	+$12.2M	2	1.24%	Increased
431	BCMNY Buckingham Capital Management (New York) New York	$38.3M	+$5.45M	3	3.38%	Increased
432	KCM Knighthead Capital Management New York	$38.3M	+$643K	1	3.75%	Increased
433	CCP Clough Capital Partners Boston, Massachusetts	$37.9M	+$17.7M	2	1.36%	Increased
434	ExxonMobil Investment Management Irving, Texas	$37.9M	-$1.58M	4	0.88%	Reduced
435	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$37.8M	-$1.09M	3	0.64%	Reduced
436	Capital International Los Angeles, California	$37.7M	-$2.71M	3	2.3%	Reduced
437	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$37.6M	-$2.58M	8	1.15%	Reduced
438	Hermes Investment Management London Uk, United Kingdom	$37.3M	+$2.32M	3	0.96%	Increased
439	HCM Highfields Capital Management Boston, Massachusetts	$37.2M	+$21.1M	2	0.32%	Increased
440	AGA Altrinsic Global Advisors Stamford, Connecticut	$36.8M	-$936K	2	0.76%	Reduced
441	Obermeyer Wealth Partners Aspen, Colorado	$36.5M	+$34.2M	3	3.3%	New
442	Impax Asset Management (UK) London, United Kingdom	$36.5M	+$34.3M	2	2.46%	New
443	VCM Vision Capital Management Portland, Oregon	$36M	+$3.39M	2	4.15%	Increased
444	ZDA Zweig-DiMenna Associates New York	$35.6M	+$19.9M	7	1.53%	Increased
445	Alyeska Investment Group Chicago, Illinois	$35.5M	+$9.69M	3	0.6%	Increased
446	Pinnacle Associates New York	$35.2M	-$122K	6	0.69%	Reduced
447	TA Tiptree Advisors New York	$35.2M	+$3.45M	1	6.16%	Increased
448	JCM Janney Capital Management Pittsburgh, Pennsylvania	$34.9M	+$1.72M	2	2.01%	Increased
449	MCM Moon Capital Management New York	$34.8M	+$8.61M	3	22.18%	Increased
450	TB Terril Brothers St. Louis, Missouri	$34.6M	-$77.1K	2	10.81%	Reduced