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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
126	HCM Hayman Capital Management Dallas, Texas	$244M	+$91.1M	1	23.4%	Increased
127	Dodge & Cox San Francisco, California	$240M	-$485K	2	0.25%	Reduced
128	YCMGA York Capital Management Global Advisors New York	$234M	-$367M	1	2.72%	Reduced
129	1832 Asset Management Toronto, Ontario, Canada	$232M	+$29.7M	8	0.8%	Increased
130	Brandes Investment Partners La Jolla, California	$230M	+$9.06M	2	2.9%	Increased
131	State of Wisconsin Investment Board Madison, Wisconsin	$229M	+$7.35M	8	0.87%	Increased
132	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$228M	+$25.8M	2	6.06%	Increased
133	BlackRock Japan Tokyo, Japan	$227M	+$15.2M	10	1.01%	Increased
134	Mackenzie Financial Toronto Ontario, Ontario, Canada	$226M	-$6.23M	8	1.11%	Reduced
135	Axiom Investors Greenwich, Connecticut	$225M	-$25.6M	4	5.37%	Reduced
136	I.G. Investment Management Winnipeg, Manitoba, Canada	$222M	+$24.8M	10	0.8%	Increased
137	RI Relational Investors San Diego, California	$221M	+$196M	1	3.54%	New
138	First Trust Advisors Wheaton, Illinois	$216M	-$10.5M	16	0.95%	Reduced
139	State of Michigan Retirement System Lansing, Michigan	$211M	+$19M	6	1.59%	Increased
140	WBC Westpac Banking Corp Sydney, Australia	$211M	-$82.8M	9	2.25%	Reduced
141	SFM Systematic Financial Management Teaneck, New Jersey	$211M	+$61.9M	5	1.45%	Increased
142	APG Asset Management Amsterdam, Netherlands	$210M	+$32.7M	7	0.55%	Increased
143	Soros Fund Management New York	$208M	-$42M	3	2.05%	Reduced
144	Guggenheim Capital Chicago, Illinois	$205M	+$37.1M	16	0.58%	Increased
145	Soroban Capital Partners New York	$204M	-$45.7M	1	2.58%	Reduced
146	AQR Capital Management Greenwich, Connecticut	$202M	-$34.6M	10	0.61%	Reduced
147	Fisher Asset Management Camas, Washington	$200M	+$3.79M	5	0.45%	Increased
148	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$198M	+$191M	1	4.15%	New
149	Zevenbergen Capital Investments Edmonds, Washington	$198M	-$43.7M	1	7.07%	Reduced
150	CI Investments Inc Toronto, Ontario, Canada	$196M	+$34.4M	4	2.06%	Increased