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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	CCM Cantillon Capital Management New York	$212M	-$5.68M	1	3.58%	Reduced
127	BRC Blue Ridge Capital New York	$210M	+$43.5M	2	2.71%	Increased
128	JPCCM J&P (China) Capital Management Hong Kong, China	$199M	$0	1	64.28%	Maintained
129	Bessemer Group Woodbridge, New Jersey	$198M	+$3.25M	11	1.09%	Increased
130	First Trust Advisors Wheaton, Illinois	$197M	-$22.2M	15	0.62%	Reduced
131	Janus Henderson Group London,	$196M	+$735K	8	1.63%	Increased
132	Adage Capital Partners Boston, Massachusetts	$194M	+$2.2M	5	0.53%	Increased
133	OP Oldfield Partners London, United Kingdom	$194M	+$35.6M	1	15.57%	Increased
134	Hamlin Capital Management New York	$192M	+$5.25M	3	9.32%	Increased
135	Boston Partners Boston, Massachusetts	$190M	+$3.81M	4	0.27%	Increased
136	Guggenheim Capital Chicago, Illinois	$189M	-$9.44M	18	0.59%	Reduced
137	Hardman Johnston Global Advisors Stamford, Connecticut	$188M	+$4.34M	1	9.59%	Increased
138	Commerzbank Aktiengesellschaft Frankfurt, Germany	$188M	-$28.6M	10	1.27%	Reduced
139	Korea Investment Corp Seoul, South Korea	$185M	+$19.9M	6	1.1%	Increased
140	Calamos Advisors Naperville, Illinois	$183M	+$12.8M	7	1.28%	Increased
141	Douglas Lane & Associates New York	$181M	+$702K	4	5.18%	Increased
142	Canada Life Winnipeg, Manitoba, Canada	$180M	+$51.3M	12	0.54%	Increased
143	CFM Coronation Fund Managers Cape Town, South Africa	$179M	+$162M	1	7.8%	New
144	MTB Mizuho Trust & Banking Tokyo, Japan	$178M	-$1.6M	4	0.55%	Reduced
145	Eaton Vance Management Boston, Massachusetts	$177M	+$5.44M	6	0.52%	Increased
146	VIP Vantage Investment Partners Kansas City, Missouri	$175M	+$1.71M	2	18.31%	Increased
147	LCS Levin Capital Strategies New York	$175M	-$16.9M	7	3.16%	Reduced
148	TD Asset Management Toronto, Ontario, Canada	$173M	+$20.5M	9	0.31%	Increased
149	GGHC Gilder Gagnon Howe & Co New York	$172M	+$35.8M	2	3.42%	Increased
150	Frontier Capital Management Boston, Massachusetts	$170M	+$10.2M	5	1.4%	Increased