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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	Glenview Capital Management New York	$245M	-$97.4M	2	1.28%	Reduced
127	First Trust Advisors Wheaton, Illinois	$242M	-$2.68M	17	0.95%	Reduced
128	Brandes Investment Partners La Jolla, California	$239M	+$12M	2	3.17%	Increased
129	Guggenheim Capital Chicago, Illinois	$238M	-$5.57M	16	0.57%	Reduced
130	Dodge & Cox San Francisco, California	$232M	-$377K	2	0.22%	Reduced
131	WI WHV Investments San Francisco, California	$231M	-$6.71M	2	3.29%	Reduced
132	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$230M	$0	1	3.75%	Maintained
133	State of Wisconsin Investment Board Madison, Wisconsin	$230M	+$19.5M	10	0.83%	Increased
134	State of Michigan Retirement System Lansing, Michigan	$227M	+$1.02M	6	1.58%	Increased
135	Artisan Partners Milwaukee, Wisconsin	$225M	+$25.1M	1	0.4%	Increased
136	GC Greenlight Capital New York	$225M	+$167M	2	3.24%	Increased
137	SG Americas Securities New York	$225M	-$16M	14	1.32%	Reduced
138	Third Point New York	$223M	+$94.8M	1	2.56%	Increased
139	Two Sigma Advisers New York	$218M	+$143M	14	1.64%	Increased
140	Renaissance Technologies New York	$216M	-$91.1M	14	0.59%	Reduced
141	BlackRock Japan Tokyo, Japan	$215M	+$6.68M	11	0.93%	Increased
142	Teacher Retirement System of Texas Austin, Texas	$215M	-$14M	9	1.78%	Reduced
143	OP Oldfield Partners London, United Kingdom	$214M	-$46M	1	12.25%	Reduced
144	1832 Asset Management Toronto, Ontario, Canada	$213M	-$12.8M	8	0.69%	Reduced
145	FC Fairpointe Capital Chicago, Illinois	$208M	+$62.6M	2	2.78%	Increased
146	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$205M	+$38.3M	4	2.77%	Increased
147	SFM Systematic Financial Management Teaneck, New Jersey	$204M	-$20.3M	5	1.48%	Reduced
148	Arrowstreet Capital Boston, Massachusetts	$200M	+$72.5M	9	1.08%	Increased
149	CCM Chieftain Capital Management New York	$199M	+$37.9M	1	12.83%	Increased
150	CCI Columbus Circle Investors	$196M	-$19.6M	3	1.4%	Reduced