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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
501	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$25.6M	+$4.4M	1	1.76%	Increased
502	Harvest Fund Management Beijing, China	$25.4M	+$21.6M	2	3.7%	Increased
503	Stephens Inc Little Rock, Arkansas	$25.4M	+$324K	10	0.87%	Increased
504	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$25.3M	-$96.6M	1	1.44%	Reduced
505	Hosking Partners London, United Kingdom	$25.2M	-$13.9M	1	0.67%	Reduced
506	DCM Dupont Capital Management Wilmington, Delaware	$25.2M	-$8.21M	8	0.56%	Reduced
507	SCM Simcoe Capital Management New York	$25.2M	+$26.9M	1	10.95%	New
508	GH GAM Holding Zurich, Switzerland	$25M	-$130K	6	0.37%	Reduced
509	CIBC Asset Management Toronto, Ontario, Canada	$24.8M	+$557K	9	0.17%	Increased
510	Empyrean Capital Partners Los Angeles, California	$24.6M	-$98.1M	1	1.05%	Reduced
511	FHAM Folger Hill Asset Management New York	$24.6M	+$492K	1	2.21%	Increased
512	SC Spitfire Capital Mill Valley, California	$24.6M	-$1.43M	1	11.42%	Reduced
513	AIM Avity Investment Management Greenwich, Connecticut	$24.4M	-$2.12M	1	3.31%	Reduced
514	SAM Shell Asset Management The Hague, Netherlands	$24.4M	+$125K	5	0.52%	Increased
515	MAA Matrix Asset Advisors White Plains, New York	$24.3M	+$111K	1	4.17%	Increased
516	ECM Ensemble Capital Management San Francisco, California	$24.3M	+$102K	1	5.31%	Increased
517	KC Kellner Capital New York	$24.2M	+$2.07M	1	12.17%	Increased
518	ESG Emerging Sovereign Group New York	$24.2M	-$12.7M	1	6.2%	Reduced
519	Churchill Management Los Angeles, California	$24.1M	-$19.6M	2	0.63%	Reduced
520	PCM Palouse Capital Management Spokane, Washington	$24.1M	-$496K	6	8.75%	Reduced
521	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$24M	+$192K	1	2.26%	Increased
522	EA Edge Advisors Atlanta, Georgia	$23.9M	+$590K	7	2.72%	Increased
523	AGA Altrinsic Global Advisors Stamford, Connecticut	$23.8M	-$896K	1	0.86%	Reduced
524	Partners Value Investments Hamilton, Bermuda	$23.6M	$0	2	3.76%	Maintained
525	OCM Olstein Capital Management Purchase, New York	$23.6M	+$7.11M	4	3%	Increased