← All themes

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	Bessemer Group Woodbridge, New Jersey	$215M	+$46.7M	14	1.12%	Increased
152	Douglas C. Lane & Associates New York	$215M	+$1.41M	4	5.77%	Increased
153	Select Equity Group New York	$212M	+$132M	1	1.94%	Increased
154	Millennium Management New York	$211M	-$87.8M	15	0.4%	Reduced
155	Janus Henderson Group London,	$210M	+$4.64M	7	1.65%	Increased
156	NIMC NWQ Investment Management Company Los Angeles, California	$209M	-$22.1M	2	2.9%	Reduced
157	Renaissance Technologies New York	$206M	-$79.9M	12	0.47%	Reduced
158	DS Dalal Street West Lake Hills, Texas	$201M	$0	1	42.25%	Maintained
159	I.G. Investment Management Winnipeg, Manitoba, Canada	$199M	-$16.4M	8	0.76%	Reduced
160	MTB Mizuho Trust & Banking Tokyo, Japan	$199M	-$8.84M	4	0.66%	Reduced
161	State of Tennessee, Department of Treasury Nashville, Tennessee	$197M	-$34.4M	8	1.08%	Reduced
162	GGHC Gilder Gagnon Howe & Co New York	$196M	+$24M	3	2.58%	Increased
163	Commerzbank Aktiengesellschaft Frankfurt, Germany	$196M	+$37.2M	10	1.03%	Increased
164	GE General Electric Evendale, Ohio	$196M	+$23.8M	3	0.44%	Increased
165	VOYA Investment Management Atlanta, Georgia	$196M	-$1.59M	13	0.45%	Reduced
166	Two Sigma Investments New York	$194M	-$150M	13	0.91%	Reduced
167	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$194M	+$458K	4	2.85%	Increased
168	WI WHV Investments San Francisco, California	$192M	-$20.8M	2	4.29%	Reduced
169	BNP Paribas Financial Markets Paris, France	$190M	+$52.4M	17	0.53%	Increased
170	SSM Sound Shore Management Greenwich, Connecticut	$185M	-$10.2M	1	2.98%	Reduced
171	Nordea Investment Management Stockholm, Sweden	$181M	+$50.8M	6	0.64%	Increased
172	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$179M	+$31M	6	1.22%	Increased
173	Hamlin Capital Management New York	$178M	+$62.3M	3	8.98%	Increased
174	Zevenbergen Capital Investments Edmonds, Washington	$175M	-$9.95M	1	6.81%	Reduced
175	TimesSquare Capital Management New York	$175M	+$4.97M	2	0.95%	Increased