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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	BAMCO Inc New York	$229M	+$12.8M	1	0.89%	Increased
152	DS Dalal Street West Lake Hills, Texas	$225M	-$2.38M	1	42%	Reduced
153	State of Michigan Retirement System Lansing, Michigan	$224M	-$156M	7	1.57%	Reduced
154	Douglas C. Lane & Associates New York	$222M	+$6.95M	4	5.84%	Increased
155	Dodge & Cox San Francisco, California	$221M	$0	1	0.2%	Maintained
156	Castleark Management Chicago, Illinois	$215M	+$73.4M	4	5.19%	Increased
157	I.G. Investment Management Winnipeg, Manitoba, Canada	$215M	-$10.3M	7	0.82%	Reduced
158	MTB Mizuho Trust & Banking Tokyo, Japan	$214M	+$29.3M	8	0.73%	Increased
159	WI WHV Investments San Francisco, California	$213M	-$16.8M	2	4.18%	Reduced
160	Janus Henderson Group London,	$213M	-$23.2M	8	1.64%	Reduced
161	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$209M	-$16.9M	4	2.94%	Reduced
162	Point72 Asset Management Stamford, Connecticut	$207M	-$46.4M	8	1.41%	Reduced
163	CCM Cantillon Capital Management New York	$203M	+$42.7M	1	3.98%	Increased
164	VOYA Investment Management Atlanta, Georgia	$194M	-$31.7M	14	0.43%	Reduced
165	Adage Capital Partners Boston, Massachusetts	$189M	-$31.8M	3	0.46%	Reduced
166	ACM Andor Capital Management Rye Brook, New York	$189M	-$50.6M	1	18.75%	Reduced
167	JPCCM J&P (China) Capital Management Hong Kong, China	$188M	-$174M	1	26.49%	Reduced
168	SSM Sound Shore Management Greenwich, Connecticut	$188M	+$28.7M	1	3.01%	Increased
169	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$186M	-$12M	11	2.14%	Reduced
170	Aviva London, United Kingdom	$185M	+$54.6M	10	1.27%	Increased
171	NFA Nationwide Fund Advisors Columbus, Ohio	$185M	-$4.29M	18	0.75%	Reduced
172	Gotham Asset Management New York	$185M	-$31.4M	6	1.41%	Reduced
173	CCM Chieftain Capital Management New York	$184M	-$67.8M	1	10.08%	Reduced
174	HP Hound Partners New York	$183M	-$33.2M	1	4.05%	Reduced
175	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$183M	+$77.5M	9	0.68%	Increased