← 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
451	SI Standard Investments New York	$34.8M	-$8.31M	2	1.97%	Reduced
452	JCG JHL Capital Group Chicago, Illinois	$34.5M	+$36.2M	1	2.58%	New
453	DCM Dupont Capital Management Wilmington, Delaware	$34.5M	-$1.98M	5	0.75%	Reduced
454	Alyeska Investment Group Chicago, Illinois	$34.4M	+$18.6M	1	0.39%	Increased
455	MC Muhlenkamp & Co Wexford, Pennsylvania	$34.2M	+$13.3K	3	7.4%	Increased
456	Meyer Handelman Company Rye Brook, New York	$34.1M	-$311K	2	1.56%	Reduced
457	TA Tiptree Advisors New York	$34M	-$7.19M	1	4.45%	Reduced
458	Oregon Public Employees Retirement Fund Tigard, Oregon	$34M	+$1.57M	7	0.79%	Increased
459	GAI General American Investors New York	$33.8M	$0	2	2.77%	Maintained
460	Silvercrest Asset Management New York	$33.7M	-$5.82M	6	0.45%	Reduced
461	SI Sprott Inc Toronto, Ontario, Canada	$33.7M	-$303K	2	2.55%	Reduced
462	AC Ascend Capital Orinda, California	$33.7M	-$580K	1	1.11%	Reduced
463	SG Swarthmore Group Philadelphia, Pennsylvania	$33.6M	-$38.4M	1	3.12%	Reduced
464	KAM Keeley Asset Management Chicago, Illinois	$33.6M	-$5.97M	2	0.79%	Reduced
465	CCM Coliseum Capital Management Rowayton, Connecticut	$33.5M	+$231K	1	11.36%	Increased
466	GC Gratry & Company Beachwood, Ohio	$33.5M	+$6.49M	5	17.51%	Increased
467	Cullen/Frost Bankers San Antonio, Texas	$33.4M	+$228K	3	1.24%	Increased
468	OA OFI Advisors Philadelphia, Pennsylvania	$32.5M	+$2.4M	11	1.91%	Increased
469	DJSG D.J. St. Germain Springfield, Massachusetts	$32.1M	-$103K	2	4.85%	Reduced
470	CCM Cadence Capital Management Boston, Massachusetts	$32M	+$5.51M	5	1.79%	Increased
471	SCM Stevens Capital Management Radnor, Pennsylvania	$32M	+$15M	8	1.15%	Increased
472	MAMNY Marathon Asset Management (New York) New York	$32M	+$34.2M	1	9.39%	New
473	GA Geneva Advisors Chicago, Illinois	$31.7M	+$1.14M	6	0.57%	Increased
474	SW SVB Wealth Boston, Massachusetts	$31.3M	-$1.57M	6	1.04%	Reduced
475	Waverton Investment Management London, United Kingdom	$31.1M	+$10.3M	2	2.31%	Increased