← All themes

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	United Capital Financial Advisors Irving, Texas	$40.3M	-$722K	9	0.3%	Reduced
427	MUFG Securities EMEA London, United Kingdom	$39.4M	-$3.12M	5	0.71%	Reduced
428	JIR James Investment Research Alpha, Ohio	$39.3M	-$6.79M	8	1.5%	Reduced
429	Truist Financial Charlotte, North Carolina	$39.1M	-$2.65M	10	0.74%	Reduced
430	ACM Aquamarine Capital Management New York	$38.2M	$0	1	17.96%	Maintained
431	SAM Scopus Asset Management New York	$38M	+$3.43M	3	0.35%	Increased
432	Castleark Management Chicago, Illinois	$37.7M	-$2.08M	4	1.16%	Reduced
433	KC Kellner Capital New York	$37.6M	+$12.2M	1	16.18%	Increased
434	Whittier Trust South Pasadena, California	$37.2M	+$474K	10	1.23%	Increased
435	SCM Stevens Capital Management Radnor, Pennsylvania	$37.1M	+$11.2M	10	1.33%	Increased
436	CIBC Private Wealth Group Atlanta, Georgia	$37M	-$10.2M	15	0.15%	Reduced
437	Zurich Insurance Group Zurich, Switzerland	$37M	-$7.57M	6	0.84%	Reduced
438	Trillium Asset Management Boston, Massachusetts	$36.8M	+$169K	6	1.97%	Increased
439	MCM McKinley Capital Management Anchorage, Alaska	$36.5M	-$2.24M	6	2.37%	Reduced
440	UFM Ursa Fund Management Danville, California	$36.2M	+$25.5M	1	2.46%	Increased
441	Impax Asset Management (UK) London, United Kingdom	$36.2M	+$39.6M	1	0.88%	New
442	Ninety One (UK) London, United Kingdom	$36.1M	+$7.91M	1	0.18%	Increased
443	Commerce Bank Kansas City, Missouri	$36M	-$554K	9	0.46%	Reduced
444	CFIC City Financial Investment Company London, United Kingdom	$35.7M	+$1.47M	2	1.81%	Increased
445	RCM Redwood Capital Management New York	$35.7M	+$20.3M	3	2.46%	Increased
446	Fiera Capital (Canada) Montreal, Quebec, Canada	$35.7M	+$62.6K	5	0.15%	Increased
447	Tocqueville Asset Management New York	$35.6M	-$1.25M	8	0.45%	Reduced
448	TCM Tran Capital Management San Rafael, California	$35.5M	-$1.48M	1	4.75%	Reduced
449	MetLife Investment Management Whippany, New Jersey	$35.5M	-$187K	9	0.42%	Reduced
450	Haverford Trust Company Radnor, Pennsylvania	$35.4M	-$787K	3	0.7%	Reduced