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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
SIG
Senator Investment Group
New York
$263M +$43.8M 1 2.96% Increased
127
Lyrical Asset Management
Lyrical Asset Management
New York
$259M +$36M 1 3.64% Increased
128
Canada Life
Canada Life
Manitoba, Canada
$256M +$18.1M 12 0.68% Increased
129
GGHC
Gilder Gagnon Howe & Co
New York
$251M +$909K 1 3.7% Increased
130
FTCM
Fir Tree Capital Management
New York
$248M +$50M 1 7.45% Increased
131
WCMNY
Westchester Capital Management (New York)
New York
$243M +$61M 2 7.27% Increased
132
AL
AJO LP
Pennsylvania
$240M -$130M 4 1.02% Reduced
133
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$237M -$26.7M 8 3.86% Reduced
134
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$234M -$56.6M 8 1.29% Reduced
135
Brandes Investment Partners
Brandes Investment Partners
California
$232M +$9.22M 2 3.67% Increased
136
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$231M -$5.91M 5 0.71% Reduced
137
Eaton Vance Management
Eaton Vance Management
Massachusetts
$231M -$500K 8 0.61% Reduced
138
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$231M +$23.8M 6 0.77% Increased
139
AQR Arbitrage
AQR Arbitrage
Connecticut
$229M +$52.1M 2 2.5% Increased
140
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$226M +$12.3M 7 0.69% Increased
141
USAA
United Services Automobile Association
Texas
$225M -$41.3M 10 0.68% Reduced
142
Tiger Global Management
Tiger Global Management
New York
$223M -$147M 1 1.92% Reduced
143
Asset Management One
Asset Management One
Japan
$222M -$6.33M 9 0.57% Reduced
144
AAM
Alpine Associates Management
Florida
$220M -$35.9M 1 6.62% Reduced
145
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$218M -$37.9M 8 0.53% Reduced
146
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$214M +$74.5M 13 0.89% Increased
147
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$213M +$107M 1 1.97% Increased
148
Hamlin Capital Management
Hamlin Capital Management
New York
$212M -$50.6M 3 8.85% Reduced
149
Aviva
Aviva
United Kingdom
$210M +$1.15M 9 1.17% Increased
150
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$207M -$78.4M 4 0.61% Reduced
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