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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
551	1M 13D Management New York	$23.2M	+$13.2M	2	8.81%	Increased
552	AIM Avity Investment Management Greenwich, Connecticut	$23.1M	-$908K	1	3.08%	Reduced
553	HC Hourglass Capital Houston, Texas	$23.1M	-$143K	3	5.5%	Reduced
554	CMG Cavalry Management Group San Francisco, California	$23.1M	+$16.4M	1	5.83%	Increased
555	OCM Oakview Capital Management Dallas, Texas	$22.8M	+$20.7M	1	10.88%	New
556	KPF K2 Principal Fund Toronto, Ontario, Canada	$22.8M	-$113K	3	1.51%	Reduced
557	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$22.7M	-$1.1M	3	0.37%	Reduced
558	FSCM Front Street Capital Management Missoula, Montana	$22.7M	-$135K	1	8.32%	Reduced
559	MC Muhlenkamp & Co Wexford, Pennsylvania	$22.7M	-$596K	2	7.14%	Reduced
560	Shelton Capital Management Denver, Colorado	$22.6M	+$275K	11	1.53%	Increased
561	SAM Shell Asset Management The Hague, Netherlands	$22.5M	-$4.35M	6	0.5%	Reduced
562	GAMCO Investors Greenwich, Connecticut	$22.3M	-$2.68M	8	0.14%	Reduced
563	GCP GSA Capital Partners London, United Kingdom	$22.2M	+$9M	11	1.51%	Increased
564	Thompson Siegel & Walmsley Richmond, Virginia	$22.2M	-$322K	7	0.27%	Reduced
565	GW&K Investment Management Boston, Massachusetts	$22.1M	-$104K	1	0.37%	Reduced
566	Washington Trust Westerly, Rhode Island	$22.1M	-$1.11M	2	1.32%	Reduced
567	GIA Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$22.1M	-$171K	1	2.67%	Reduced
568	WC Walthausen & Co Malta, New York	$22M	-$1.43M	1	2.05%	Reduced
569	Fort Washington Investment Advisors Cincinnati, Ohio	$22M	-$778K	7	0.34%	Reduced
570	Williams Jones & Associates New York	$21.8M	-$851K	6	0.54%	Reduced
571	Samlyn Capital New York	$21.6M	-$3.94M	1	0.55%	Reduced
572	RFA Reilly Financial Advisors La Mesa, California	$21.6M	-$89.7K	13	3.23%	Reduced
573	Manning & Napier Advisors Fairport, New York	$21.6M	-$1.87M	4	0.18%	Reduced
574	RCM Raging Capital Management Rocky Hill, New Jersey	$21.5M	-$10.5M	1	3.34%	Reduced
575	Hermes Investment Management London Uk, United Kingdom	$21.3M	-$7.44M	1	0.32%	Reduced