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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	PCM Pennant Capital Management Summit, New Jersey	$192M	-$45.3M	1	3.44%	Reduced
152	Swiss National Bank Zurich, Switzerland	$189M	+$6.92M	12	0.79%	Increased
153	Barclays London, United Kingdom	$188M	-$82.7M	17	0.22%	Reduced
154	VIP Vantage Investment Partners Kansas City, Missouri	$186M	-$676	2	58.65%	Reduced
155	SAC Capital Advisors Stamford, Connecticut	$184M	+$105M	13	1%	Increased
156	Oaktree Capital Management Los Angeles, California	$182M	-$179K	2	3.5%	Reduced
157	Two Sigma Advisers New York	$182M	+$125M	13	2.17%	Increased
158	HCM Highfields Capital Management Boston, Massachusetts	$180M	$0	1	1.42%	Maintained
159	MAM Marketfield Asset Management New York	$179M	+$57.8M	1	2.23%	Increased
160	TP Tesuji Partners Fort Lee, New Jersey	$176M	$0	1	16.07%	Maintained
161	APG Asset Management Amsterdam, Netherlands	$174M	-$25.2M	6	0.55%	Reduced
162	PHS PFM Health Sciences San Francisco, California	$173M	-$137M	1	4.17%	Reduced
163	SFM Systematic Financial Management Teaneck, New Jersey	$170M	-$80.7M	6	1.35%	Reduced
164	First Trust Advisors Wheaton, Illinois	$170M	+$38.3M	14	0.92%	Increased
165	Teacher Retirement System of Texas Austin, Texas	$169M	+$3.88M	13	1.48%	Increased
166	Millennium Management New York	$161M	-$28.9M	13	0.52%	Reduced
167	GGHC Gilder Gagnon Howe & Co New York	$160M	-$14.2M	2	2.5%	Reduced
168	AQR Capital Management Greenwich, Connecticut	$160M	+$62.8M	13	0.56%	Increased
169	Comerica Bank Dallas, Texas	$160M	+$4.77M	17	1.11%	Increased
170	OAMG Odey Asset Management Group London, United Kingdom	$159M	+$159M	1	4.19%	New
171	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$153M	+$270K	9	0.82%	Increased
172	Fisher Asset Management Camas, Washington	$153M	+$26M	4	0.38%	Increased
173	Douglas C. Lane & Associates New York	$151M	+$3.17M	4	5.52%	Increased
174	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$150M	$0	1	3.77%	Maintained
175	Axiom Investors Greenwich, Connecticut	$147M	+$52.3M	5	4.71%	Increased