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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
1401	HJIM Henry James International Management New York	$12.1M	+$800K	2	3.62%	Increased
1402	RH Riverstone Holdings New York	$12M	-$133K	1	38.94%	Reduced
1403	ROC Running Oak Capital Edina, Minnesota	$12M	-$5.25M	1	2.05%	Reduced
1404	CAM Chou Associates Management Toronto, Ontario, Canada	$12M	$0	2	5.55%	Maintained
1405	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$12M	+$329K	6	3.22%	Increased
1406	RFA Rollins Financial Advisors New York City, New York	$12M	-$1.14M	2	1.58%	Reduced
1407	GCP GSA Capital Partners London, United Kingdom	$12M	-$3.72M	19	0.75%	Reduced
1408	Financial Engines Advisors Santa Clara, California	$11.9M	-$868K	4	0.02%	Reduced
1409	LCM Landscape Capital Management Englewood, New Jersey	$11.9M	+$3.13M	7	0.77%	Increased
1410	GSCM Greenfield Seitz Capital Management Dallas, Texas	$11.9M	-$152K	1	3.53%	Reduced
1411	SCM Silvant Capital Management Atlanta, Georgia	$11.8M	-$133K	4	0.34%	Reduced
1412	MIM Martin Investment Management Palm Beach Gardens, Florida	$11.8M	-$243K	2	3.95%	Reduced
1413	BHWM Beaird Harris Wealth Management Dallas, Texas	$11.8M	+$46.2K	7	0.74%	Increased
1414	LTI Laffer Tengler Investments Nashville, Tennessee	$11.7M	-$136K	2	1.5%	Reduced
1415	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$11.7M	+$604K	6	0.54%	Increased
1416	LTAS Linden Thomas Advisory Services Charlotte, North Carolina	$11.7M	+$457K	4	0.95%	Increased
1417	JCM Jacobi Capital Management Pittston, Pennsylvania	$11.7M	-$242K	6	0.57%	Reduced
1418	SCP Sivia Capital Partners Mill Valley, California	$11.7M	+$2.24M	9	1.43%	Increased
1419	CF CNA Financial Chicago, Illinois	$11.7M	+$11.1M	1	4.9%	New
1420	Loews Corp New York	$11.7M	+$11.1M	1	0.09%	New
1421	Whitebox Advisors Minneapolis, Minnesota	$11.7M	-$6.46M	1	0.15%	Reduced
1422	MCM Maple Capital Management Montpelier, Vermont	$11.6M	+$9.59M	3	0.69%	Increased
1423	SRFM Shannon River Fund Management New York	$11.6M	+$15M	1	1.04%	New
1424	Seizert Capital Partners Birmingham, Michigan	$11.6M	+$2.27M	2	0.48%	Increased
1425	PCP Proficio Capital Partners Newton, Massachusetts	$11.5M	+$7.72M	6	0.41%	Increased