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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	$286M	+$119M	1	17.67%	Increased
127	Jane Street New York	$285M	+$146M	19	0.67%	Increased
128	USAA United Services Automobile Association San Antonio, Texas	$281M	+$69.6M	16	0.75%	Increased
129	SEI Investments Oaks, Pennsylvania	$280M	+$40.2M	20	0.95%	Increased
130	Sterling Capital Management Charlotte, North Carolina	$278M	-$48.1M	10	2.59%	Reduced
131	New York State Teachers Retirement System (NYSTRS) Albany, New York	$276M	-$12.5M	11	0.67%	Reduced
132	Aperio Group Sausalito, California	$272M	+$11.8M	19	1.3%	Increased
133	American Securities New York	$268M	$0	1	61.53%	Maintained
134	SGCM Sand Grove Capital Management London, United Kingdom	$265M	+$71.5M	1	22.08%	Increased
135	Fisher Asset Management Camas, Washington	$262M	-$77M	4	0.34%	Reduced
136	Moore Capital Management New York	$259M	+$245M	3	6.33%	Increased
137	Glenview Capital Management New York	$258M	-$99.4M	2	1.76%	Reduced
138	William Blair Investment Management Chicago, Illinois	$256M	+$15.4M	5	0.95%	Increased
139	PNC Financial Services Group Pittsburgh, Pennsylvania	$255M	-$14.4M	23	0.25%	Reduced
140	TAL TIG Advisors LLC New York	$255M	+$38.2M	1	10.58%	Increased
141	AC Ashler Capital Chicago, Illinois	$251M	+$32.2M	1	13.06%	Increased
142	Aberdeen Group Edinburgh, United Kingdom	$249M	+$30M	8	0.48%	Increased
143	CC Carlson Capital Dallas, Texas	$249M	-$127M	2	3.49%	Reduced
144	DS Dalal Street West Lake Hills, Texas	$248M	$0	1	82.06%	Maintained
145	AQR Arbitrage Greenwich, Connecticut	$245M	+$26.1M	3	3.01%	Increased
146	Hamlin Capital Management New York	$240M	+$40.6M	3	9.77%	Increased
147	Bridgeway Capital Management Houston, Texas	$236M	+$3.22M	10	2.4%	Increased
148	Commerzbank Aktiengesellschaft Frankfurt, Germany	$235M	+$66.1M	9	2.23%	Increased
149	Two Sigma Advisers New York	$235M	-$59.8M	14	0.63%	Reduced
150	Federated Hermes Pittsburgh, Pennsylvania	$232M	-$59.9M	17	0.68%	Reduced