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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	ACM Andor Capital Management Rye Brook, New York	$268M	$0	1	24.89%	Maintained
127	Glenview Capital Management New York	$268M	+$17.8M	2	1.06%	Increased
128	Frontier Capital Management Boston, Massachusetts	$268M	+$4.16M	5	1.92%	Increased
129	First Trust Advisors Wheaton, Illinois	$268M	+$6.53M	15	0.7%	Increased
130	Capital Guardian Trust Los Angeles, California	$265M	+$1.2M	10	1.91%	Increased
131	JPCCM J&P (China) Capital Management Hong Kong, China	$264M	-$2.37M	1	36.43%	Reduced
132	CI Investments Inc Toronto, Ontario, Canada	$263M	+$26.2M	3	2.91%	Increased
133	Teacher Retirement System of Texas Austin, Texas	$259M	-$22.5M	13	1.95%	Reduced
134	Guggenheim Capital Chicago, Illinois	$257M	-$2.11M	17	0.63%	Reduced
135	Hardman Johnston Global Advisors Stamford, Connecticut	$255M	+$15.3M	3	15.29%	Increased
136	SIG Senator Investment Group New York	$255M	-$189M	1	2.22%	Reduced
137	State Board of Administration of Florida Retirement System Tallahassee, Florida	$255M	+$16.1M	11	0.91%	Increased
138	OP Oldfield Partners London, United Kingdom	$253M	+$27.4M	1	14.9%	Increased
139	RhumbLine Advisers Boston, Massachusetts	$250M	-$22.7M	14	0.8%	Reduced
140	CCM Cantillon Capital Management New York	$249M	+$66.4M	1	4.98%	Increased
141	BlackRock Japan Tokyo, Japan	$248M	+$12.5M	13	0.96%	Increased
142	Comerica Bank Dallas, Texas	$238M	+$127M	17	1.02%	Increased
143	Eaton Vance Management Boston, Massachusetts	$236M	-$748K	5	0.72%	Reduced
144	Schroder Investment Management Group London, United Kingdom	$233M	-$146M	9	0.46%	Reduced
145	ABC Anchor Bolt Capital Chicago, Illinois	$231M	-$5.82M	4	8.25%	Reduced
146	CCI Columbus Circle Investors	$227M	-$13M	2	1.61%	Reduced
147	FC Fairpointe Capital Chicago, Illinois	$219M	+$58.9M	2	3.05%	Increased
148	Dodge & Cox San Francisco, California	$219M	$0	1	0.2%	Maintained
149	MVP Miller Value Partners Sarasota, Florida	$218M	$0	3	7.56%	Maintained
150	Eagle Asset Management St Petersburg, Florida	$217M	-$79M	4	1.22%	Reduced