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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	$240M	$0	1	34.19%	Maintained
127	Raymond James & Associates St Petersburg, Florida	$238M	-$6.48M	14	0.85%	Reduced
128	Maverick Capital Dallas, Texas	$237M	-$17.7M	2	3.41%	Reduced
129	JPCCM J&P (China) Capital Management Hong Kong, China	$234M	$0	1	51.42%	Maintained
130	Guggenheim Capital Chicago, Illinois	$234M	+$18.3M	19	0.68%	Increased
131	D.E. Shaw & Co New York	$233M	-$75.4M	13	0.35%	Reduced
132	Westfield Capital Management Boston, Massachusetts	$232M	-$33.1M	3	1.56%	Reduced
133	State of Michigan Retirement System Lansing, Michigan	$228M	-$24.3M	6	1.75%	Reduced
134	GE General Electric Evendale, Ohio	$223M	-$1.92M	4	1.08%	Reduced
135	MVP Miller Value Partners Sarasota, Florida	$221M	+$15M	3	5.92%	Increased
136	CAM Coronation Asset Management Cape Town, South Africa	$217M	-$50.6M	1	10.18%	Reduced
137	TCM Tran Capital Management San Rafael, California	$216M	+$193M	4	5.78%	Increased
138	Douglas C. Lane & Associates New York	$213M	-$3.24M	4	5.77%	Reduced
139	LCS Levin Capital Strategies New York	$210M	-$72.9M	4	3.68%	Reduced
140	Bessemer Group Woodbridge, New Jersey	$204M	+$19.6M	15	1.14%	Increased
141	NIMC NWQ Investment Management Company Los Angeles, California	$201M	-$9.04M	3	3.11%	Reduced
142	Renaissance Technologies New York	$199M	+$48.6M	15	0.43%	Increased
143	Jane Street New York	$199M	+$181M	13	1.24%	Increased
144	MTB Mizuho Trust & Banking Tokyo, Japan	$198M	+$1.23M	3	0.65%	Increased
145	Adage Capital Partners Boston, Massachusetts	$197M	+$30.1M	4	0.52%	Increased
146	Panagora Asset Management Boston, Massachusetts	$196M	+$24M	15	0.97%	Increased
147	Commerzbank Aktiengesellschaft Frankfurt, Germany	$196M	+$4.24M	10	1.51%	Increased
148	Capital Guardian Trust Los Angeles, California	$193M	-$21M	9	1.5%	Reduced
149	DS Dalal Street West Lake Hills, Texas	$193M	-$101K	1	50.89%	Reduced
150	OP Oldfield Partners London, United Kingdom	$191M	-$60.8M	1	16.23%	Reduced