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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	TCA Taconic Capital Advisors New York	$321M	+$202M	1	20.93%	Increased
127	Pictet Asset Management (UK) London, United Kingdom	$317M	+$22.2M	5	0.82%	Increased
128	FTCM Fir Tree Capital Management New York	$317M	-$10.2M	2	8.54%	Reduced
129	Alyeska Investment Group Chicago, Illinois	$316M	-$176M	5	2.51%	Reduced
130	Magnetar Financial Evanston, Illinois	$312M	-$25.6M	5	5.55%	Reduced
131	Balyasny Asset Management Chicago, Illinois	$310M	+$116M	14	0.97%	Increased
132	STRS Ohio Columbus, Ohio	$310M	-$11.8M	10	1.32%	Reduced
133	Guggenheim Capital Chicago, Illinois	$309M	+$31.7M	19	0.73%	Increased
134	New York State Teachers Retirement System (NYSTRS) Albany, New York	$307M	-$906K	10	0.73%	Reduced
135	Point72 Asset Management Stamford, Connecticut	$301M	+$124M	9	1.3%	Increased
136	BNP Paribas Financial Markets Paris, France	$294M	-$69.8M	19	0.52%	Reduced
137	CC Carlson Capital Dallas, Texas	$286M	+$74.3M	2	4.86%	Increased
138	PNC Financial Services Group Pittsburgh, Pennsylvania	$281M	-$2.54M	22	0.27%	Reduced
139	CCM Cantillon Capital Management New York	$260M	-$17.5M	1	3.08%	Reduced
140	Aperio Group Sausalito, California	$256M	+$19.7M	19	1.3%	Increased
141	TAL TIG Advisors LLC New York	$256M	-$5.05M	1	14.17%	Reduced
142	Canada Life Winnipeg, Manitoba, Canada	$254M	-$28.9M	13	0.6%	Reduced
143	Third Point New York	$252M	-$63.5M	1	1.82%	Reduced
144	Brown Advisory Baltimore, Maryland	$252M	-$57.7M	12	0.8%	Reduced
145	PAM PSquared Asset Management Zurich, Switzerland	$250M	+$63.6M	1	35.69%	Increased
146	Sanders Capital West Palm Beach, Florida	$246M	-$2.65M	3	1.34%	Reduced
147	American Securities New York	$239M	-$451M	1	48.12%	Reduced
148	Davis Selected Advisers Tucson, Arizona	$238M	-$120M	2	1.01%	Reduced
149	Ruffer LLP London, United Kingdom	$238M	+$220M	1	9.68%	Increased
150	DS Dalal Street West Lake Hills, Texas	$234M	$0	1	60.62%	Maintained