← All themes

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	Guggenheim Capital Chicago, Illinois	$244M	+$20.8M	16	0.7%	Increased
127	Lord, Abbett & Co Jersey City, New Jersey	$242M	-$53.3M	3	0.74%	Reduced
128	Brandes Investment Partners La Jolla, California	$239M	-$21.1M	2	3.59%	Reduced
129	AAM Alpine Associates Management Palm Beach, Florida	$236M	+$240M	1	6.18%	New
130	Asset Management One Tokyo, Japan	$233M	+$175M	10	0.6%	Increased
131	Putnam Investments Boston, Massachusetts	$229M	-$98.8M	7	0.55%	Reduced
132	Capital Guardian Trust Los Angeles, California	$229M	-$18.7M	11	1.8%	Reduced
133	ABC Anchor Bolt Capital Chicago, Illinois	$228M	-$80.1M	4	7.85%	Reduced
134	OP Oldfield Partners London, United Kingdom	$227M	+$6.94M	1	17.11%	Increased
135	CI Cowen Inc New York	$226M	+$228M	2	9.41%	Increased
136	TD Asset Management Toronto, Ontario, Canada	$221M	-$8.76M	9	0.37%	Reduced
137	Canada Life Winnipeg, Manitoba, Canada	$220M	+$4.06M	12	0.62%	Increased
138	SIG Senator Investment Group New York	$219M	-$156M	1	3.32%	Reduced
139	Hamlin Capital Management New York	$216M	-$5.58M	3	9.65%	Reduced
140	LCS Levin Capital Strategies New York	$212M	+$36.5M	7	3.64%	Increased
141	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$208M	+$143M	4	1.12%	Increased
142	Alyeska Investment Group Chicago, Illinois	$206M	+$169M	3	1.71%	Increased
143	Artisan Partners Milwaukee, Wisconsin	$203M	-$432M	1	0.42%	Reduced
144	State of Wisconsin Investment Board Madison, Wisconsin	$200M	-$43.8M	10	0.86%	Reduced
145	Aviva London, United Kingdom	$199M	+$1.48M	9	1.19%	Increased
146	Slate Path Capital New York	$197M	+$190M	1	5.98%	New
147	UBS O'Connor Chicago, Illinois	$196M	+$125M	4	3.78%	Increased
148	Douglas Lane & Associates New York	$194M	-$6.96M	4	4.94%	Reduced
149	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$194M	+$57.4M	9	3.72%	Increased
150	Thornburg Investment Management Santa Fe, New Mexico	$193M	-$105M	2	1.49%	Reduced