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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	Axa Paris, France	$219M	+$9.77M	8	0.88%	Increased
152	Brandes Investment Partners La Jolla, California	$216M	+$8.64M	2	3.05%	Increased
153	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$216M	-$3.18M	4	2.95%	Reduced
154	VOYA Investment Management Atlanta, Georgia	$213M	-$3.72M	14	0.47%	Reduced
155	Adage Capital Partners Boston, Massachusetts	$211M	-$51.5M	4	0.52%	Reduced
156	Janus Henderson Group London,	$211M	+$4.79M	9	1.52%	Increased
157	Third Point New York	$210M	-$48.5M	1	1.89%	Reduced
158	State of Tennessee, Department of Treasury Nashville, Tennessee	$210M	+$120M	9	1.12%	Increased
159	STRS Ohio Columbus, Ohio	$209M	-$1.65M	10	0.91%	Reduced
160	Gotham Asset Management New York	$209M	+$99.5M	6	1.69%	Increased
161	WCM Investment Management Laguna Beach, California	$206M	+$4.38M	1	5.95%	Increased
162	Soroban Capital Partners New York	$203M	+$39.8M	2	1.74%	Increased
163	Douglas C. Lane & Associates New York	$203M	+$14.5M	4	5.48%	Increased
164	HP Hound Partners New York	$200M	+$185M	1	5.71%	New
165	Dodge & Cox San Francisco, California	$200M	-$79K	1	0.19%	Reduced
166	TimesSquare Capital Management New York	$195M	-$6.68M	2	1.08%	Reduced
167	Raymond James & Associates St Petersburg, Florida	$194M	+$36.5M	14	0.95%	Increased
168	MVP Miller Value Partners Sarasota, Florida	$191M	+$74.7M	3	7.07%	Increased
169	CCI Columbus Circle Investors	$190M	-$24.8M	2	1.34%	Reduced
170	1832 Asset Management Toronto, Ontario, Canada	$184M	-$29.9M	6	0.57%	Reduced
171	Eagle Asset Management St Petersburg, Florida	$182M	+$3.62M	2	1.05%	Increased
172	GC Greenlight Capital New York	$180M	-$66.5M	1	2.39%	Reduced
173	NFA Nationwide Fund Advisors Columbus, Ohio	$180M	-$17.9M	18	0.77%	Reduced
174	MTB Mizuho Trust & Banking Tokyo, Japan	$179M	+$3.7M	5	0.63%	Increased
175	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$178M	+$11.7M	11	2.02%	Increased