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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
626	Covington Capital Management Los Angeles, California	$13.2M	-$1.69M	4	1.2%	Reduced
627	BCM Breithorn Capital Management New York	$13.2M	-$490K	2	9.87%	Reduced
628	RCM Riverhead Capital Management Wilmington, Delaware	$13.2M	+$2.4M	14	0.85%	Increased
629	GA Geneva Advisors Chicago, Illinois	$13M	-$2.8M	8	0.24%	Reduced
630	Edge Asset Management Seattle, Washington	$12.9M	+$10.8M	1	0.11%	New
631	Viking Global Investors Stamford, Connecticut	$12.9M	+$12.7M	1	0.06%	New
632	Capstone Investment Advisors New York	$12.8M	+$6.77M	4	0.28%	Increased
633	Eastern Bank Boston, Massachusetts	$12.7M	-$2.67M	2	1.02%	Reduced
634	Loews Corp New York	$12.7M	-$3.03M	4	0.1%	Reduced
635	BAPIM British Airways Pensions Investment Management London, United Kingdom	$12.7M	-$6.37M	1	0.37%	Reduced
636	ACM Aquamarine Capital Management New York	$12.7M	$0	1	10.12%	Maintained
637	ANI American National Insurance Galveston, Texas	$12.7M	$0	6	0.73%	Maintained
638	AIA Affinity Investment Advisors Newport Beach, California	$12.6M	-$1.61M	1	1.07%	Reduced
639	WEC Winslow Evans & Crocker Boston, Massachusetts	$12.6M	-$123K	13	3.6%	Reduced
640	FA FDx Advisors Chicago, Illinois	$12.5M	+$250K	8	0.52%	Increased
641	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$12.4M	+$887K	1	1.78%	Increased
642	CAM CG Asset Management New York	$12.4M	-$59.7K	1	4.64%	Reduced
643	TGA Trilogy Global Advisors Winter Park, Florida	$12.3M	-$6.9M	1	0.41%	Reduced
644	EIA Edgemoor Investment Advisors Bethesda, Maryland	$12.3M	+$2.21M	1	1.9%	Increased
645	RCM Rockshelter Capital Management Canonsburg, Pennsylvania	$12.3M	-$1.65M	1	4.27%	Reduced
646	Twin Tree Management Dallas, Texas	$12.3M	+$2.44M	8	0.16%	Increased
647	SPC Stewart & Patten Company Lafayette, California	$12.2M	-$154K	2	2.39%	Reduced
648	HL Financial Services Louisville, Kentucky	$12.2M	+$2.32M	6	0.29%	Increased
649	RSCM Rail-Splitter Capital Management Chicago, Illinois	$12.1M	-$952K	1	3.38%	Reduced
650	CC Cannell & Co New York	$12.1M	-$1.87M	4	0.44%	Reduced