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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
601	Loews Corp New York	$14.1M	-$6.24M	5	0.12%	Reduced
602	Northwestern Mutual Wealth Management Milwaukee, Wisconsin	$13.9M	+$1.27M	15	0.2%	Increased
603	GA Geneva Advisors Chicago, Illinois	$13.7M	+$2.65M	8	0.27%	Increased
604	QCMC Quantum Capital Management (California) San Francisco, California	$13.7M	+$774K	2	1.93%	Increased
605	CC Coastland Capital Palo Alto, California	$13.7M	-$1.46M	2	0.56%	Reduced
606	LMGAM Liberty Mutual Group Asset Management Boston, Massachusetts	$13.6M	+$2.59M	9	0.5%	Increased
607	Orbis Allan Gray Hamilton, Bermuda	$13.5M	+$23.6K	1	0.1%	Increased
608	SCP Sandhill Capital Partners Buffalo, New York	$13.4M	+$294K	2	4.18%	Increased
609	SAM Securian Asset Management St Paul, Minnesota	$13.3M	+$49.2K	5	0.37%	Increased
610	CC Cannell & Co New York	$13.2M	-$16.7K	4	0.48%	Reduced
611	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$13.2M	+$3.25M	2	1.76%	Increased
612	UR USCA RIA Houston, Texas	$13.1M	+$303K	4	2.21%	Increased
613	Barings Charlotte, North Carolina	$13.1M	+$1.62M	7	0.34%	Increased
614	TA Tiptree Advisors New York	$13.1M	+$1.6M	2	4.42%	Increased
615	GD Grandfield & Dodd New York	$13M	+$365K	2	1.82%	Increased
616	MVIP Mar Vista Investment Partners Los Angeles, California	$12.9M	+$64.8K	1	0.77%	Increased
617	DAM Deltec Asset Management New York	$12.9M	+$893K	2	3.24%	Increased
618	FBP Flippin Bruce & Porter Lynchburg, Virginia	$12.8M	+$533K	2	3.81%	Increased
619	Tudor Investment Corp Stamford, Connecticut	$12.8M	-$1.92M	8	0.27%	Reduced
620	AC AFAM Capital Austin, Texas	$12.7M	+$131K	3	2.1%	Increased
621	AIA Affinity Investment Advisors Newport Beach, California	$12.7M	+$1M	1	0.94%	Increased
622	EARNEST Partners Atlanta, Georgia	$12.6M	-$335K	4	0.14%	Reduced
623	Quantbot Technologies New York	$12.5M	+$7.61M	7	1.34%	Increased
624	B BP London, United Kingdom	$12.5M	-$1.76M	4	0.5%	Reduced
625	RCIM Russell Clark Investment Management London, United Kingdom	$12.4M	+$13.3M	1	2.71%	New