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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	Cannell & Spears New York	$34.5M	+$98.7K	1	4.36%	Increased
427	Pinnacle Associates New York	$34.5M	+$2.31M	9	0.66%	Increased
428	CG Cutler Group San Francisco, California	$34M	-$18.2M	18	1.41%	Reduced
429	Soros Fund Management New York	$33.6M	+$11.7M	2	0.68%	Increased
430	SL Summitry LLC Foster City, California	$33.6M	-$163K	1	3.24%	Reduced
431	TCM Tran Capital Management San Rafael, California	$33.3M	-$13.4M	1	2.67%	Reduced
432	Oppenheimer & Co New York	$33.3M	-$4.68M	12	0.94%	Reduced
433	DCM Dupont Capital Management Wilmington, Delaware	$33.1M	+$4.42M	9	0.73%	Increased
434	Commerce Bank Kansas City, Missouri	$33M	+$219K	10	0.47%	Increased
435	ExxonMobil Investment Management Irving, Texas	$33M	-$1.67M	4	0.73%	Reduced
436	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$33M	-$2.9M	7	0.22%	Reduced
437	Whittier Trust South Pasadena, California	$33M	+$158K	7	1.33%	Increased
438	Clark Capital Management Group Philadelphia, Pennsylvania	$32.9M	+$17.9M	4	1.46%	Increased
439	MC Martin Currie Edinburgh, United Kingdom	$32.9M	+$4.23M	3	2.71%	Increased
440	Quadrature Capital London, United Kingdom	$32.9M	+$10.1M	8	2.36%	Increased
441	RCM Redwood Capital Management New York	$32.8M	-$2.79M	3	3.86%	Reduced
442	Tocqueville Asset Management New York	$32.6M	+$297K	6	0.4%	Increased
443	Marshall Wace London, United Kingdom	$32.5M	-$69.4M	1	1.57%	Reduced
444	GIM GCA Investment Management New York	$32.5M	+$3.72M	2	7.63%	Increased
445	CAM Cacti Asset Management Atlanta, Georgia	$32.3M	$0	2	2.85%	Maintained
446	GAMA Graticule Asia Macro Advisors New York	$32.3M	+$31.9M	2	1.88%	New
447	Ingalls & Snyder LLC New York	$32.3M	+$8.79M	5	1.72%	Increased
448	PointState Capital New York	$32.1M	+$30.7M	1	0.33%	New
449	Cambridge Investment Research Advisors Fairfield, Iowa	$31.7M	+$4.13M	10	0.54%	Increased
450	Dai-ichi Life Insurance Company Tokyo, Japan	$31.6M	+$5.88M	6	0.86%	Increased