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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
151	1832 Asset Management Toronto, Ontario, Canada	$163M	+$148M	6	0.71%	New
152	TP Tesuji Partners Fort Lee, New Jersey	$161M	+$157M	1	15.46%	New
153	Zevenbergen Capital Investments Edmonds, Washington	$159M	+$111M	1	6.41%	New
154	Oaktree Capital Management Los Angeles, California	$159M	+$148M	2	3.22%	New
155	Teacher Retirement System of Texas Austin, Texas	$151M	+$142M	13	1.38%	New
156	Soroban Capital Partners New York	$146M	+$138M	1	1.76%	New
157	Veritas Asset Management London, United Kingdom	$146M	+$148M	1	3.47%	New
158	Comerica Bank Dallas, Texas	$145M	+$139M	17	1.18%	New
159	WBC Westpac Banking Corp Sydney, Australia	$140M	+$154M	7	2.14%	New
160	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$140M	+$132M	15	0.26%	New
161	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$139M	+$130M	7	0.78%	New
162	AP Alydar Partners Boston, Massachusetts	$137M	+$127M	5	7.39%	New
163	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$137M	+$134M	1	3.2%	New
164	Wasatch Advisors Salt Lake City, Utah	$136M	+$112M	3	1.49%	New
165	BM Bridger Management New York	$136M	+$113M	2	10%	New
166	Douglas C. Lane & Associates New York	$135M	+$127M	4	5.28%	New
167	SSM Sound Shore Management Greenwich, Connecticut	$134M	+$137M	1	2.61%	New
168	SC Stralem & Co New York	$133M	+$127M	1	4.02%	New
169	Northern Trust Company of Connecticut Stamford, Connecticut	$131M	+$127M	12	0.89%	New
170	MTB Mizuho Trust & Banking Tokyo, Japan	$128M	+$121M	4	0.54%	New
171	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$127M	+$119M	4	0.62%	New
172	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$126M	+$119M	6	0.37%	New
173	AGA Altrinsic Global Advisors Stamford, Connecticut	$126M	+$128M	2	2.17%	New
174	PGGM Investments Zeist, Netherlands	$124M	+$117M	3	0.73%	New
175	Epoch Investment Partners New York	$121M	+$111M	3	0.6%	New