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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	ZE ZBI Equities New York	$194M	+$179M	1	10.49%	New
152	SG Americas Securities New York	$193M	-$14.7M	15	0.8%	Reduced
153	Lord, Abbett & Co Jersey City, New Jersey	$191M	-$240M	7	0.42%	Reduced
154	SPC Silver Point Capital Greenwich, Connecticut	$189M	-$81.3M	2	15.55%	Reduced
155	SAM Scopus Asset Management New York	$189M	+$33.1M	5	4.4%	Increased
156	HCM Hayman Capital Management Dallas, Texas	$188M	+$174M	1	24.3%	New
157	PointState Capital New York	$186M	+$134M	1	2.36%	Increased
158	CCM Cadian Capital Management New York	$186M	+$47.7M	2	4.8%	Increased
159	OP Oldfield Partners London, United Kingdom	$186M	-$49.2M	1	9.84%	Reduced
160	Gabelli Funds Rye, New York	$185M	-$38.4M	8	0.99%	Reduced
161	1832 Asset Management Toronto, Ontario, Canada	$184M	+$42.4M	7	0.71%	Increased
162	TD Asset Management Toronto, Ontario, Canada	$184M	+$26.6M	12	0.34%	Increased
163	WCMNY Westchester Capital Management (New York) Valhalla, New York	$181M	-$50.9M	2	2.68%	Reduced
164	Credit Agricole Montrouge Cedex, France	$181M	+$48.9M	10	0.75%	Increased
165	APG Asset Management Amsterdam, Netherlands	$180M	+$3.11M	7	0.53%	Increased
166	Fisher Asset Management Camas, Washington	$180M	+$8.84M	4	0.41%	Increased
167	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$180M	+$25.3M	2	5.08%	Increased
168	Scout Investments Kansas City, Missouri	$178M	-$128M	3	2.05%	Reduced
169	Silver Lake Group Menlo Park, California	$178M	-$107M	1	26.89%	Reduced
170	Zevenbergen Capital Investments Edmonds, Washington	$175M	-$4.36M	1	6.04%	Reduced
171	RIM Rainier Investment Management Seattle, Washington	$175M	+$4.64M	2	1.82%	Increased
172	SA Smithwood Advisers Los Angeles, California	$173M	+$10.7M	4	10.07%	Increased
173	Veritas Asset Management London, United Kingdom	$173M	+$3.06M	2	3.48%	Increased
174	PC Paulson & Co New York	$172M	+$70.5M	2	0.85%	Increased
175	VIP Vantage Investment Partners Kansas City, Missouri	$170M	+$149K	2	55.86%	Increased