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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	State of Tennessee, Department of Treasury Nashville, Tennessee	$187M	+$13.5M	8	1.16%	Increased
152	GGHC Gilder Gagnon Howe & Co New York	$186M	+$2.87M	2	2.96%	Increased
153	MTB Mizuho Trust & Banking Tokyo, Japan	$185M	+$5.44M	4	0.64%	Increased
154	DS Dalal Street West Lake Hills, Texas	$182M	-$77.7K	1	48.33%	Reduced
155	CCI Columbus Circle Investors	$182M	-$21.9M	1	1.48%	Reduced
156	CIBC World Markets New York	$181M	+$184M	4	4.89%	Increased
157	Bessemer Group Woodbridge, New Jersey	$181M	-$1.6M	12	1.04%	Reduced
158	Commerzbank Aktiengesellschaft Frankfurt, Germany	$179M	+$1.47M	10	1.35%	Increased
159	Frontier Capital Management Boston, Massachusetts	$179M	-$50.5M	5	1.51%	Reduced
160	VOYA Investment Management Atlanta, Georgia	$179M	+$5.54M	13	0.45%	Increased
161	Marsico Capital Management Denver, Colorado	$178M	-$93.5M	2	1.86%	Reduced
162	TCA Taconic Capital Advisors New York	$177M	-$85.6M	2	6.55%	Reduced
163	Calamos Advisors Naperville, Illinois	$177M	+$50.1M	7	1.22%	Increased
164	Teacher Retirement System of Texas Austin, Texas	$175M	-$56M	13	1.38%	Reduced
165	Hamlin Capital Management New York	$174M	+$28.1M	3	9.62%	Increased
166	VM Valinor Management New York	$171M	+$65.7M	1	4.52%	Increased
167	Third Point New York	$170M	-$89.7M	1	1.6%	Reduced
168	Stifel Financial St. Louis, Missouri	$169M	+$25.6M	14	0.95%	Increased
169	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$168M	-$1.68M	4	3%	Reduced
170	Acadian Asset Management Boston, Massachusetts	$167M	-$136M	8	0.91%	Reduced
171	State of New Jersey Common Pension Fund D Trenton, New Jersey	$165M	+$63.3M	7	0.7%	Increased
172	Nordea Investment Management Stockholm, Sweden	$164M	+$4.3M	6	0.61%	Increased
173	Farallon Capital Management San Francisco, California	$162M	+$185M	2	2.14%	New
174	Panagora Asset Management Boston, Massachusetts	$160M	+$32.7M	15	0.85%	Increased
175	WI WHV Investments San Francisco, California	$160M	-$18.8M	1	4.42%	Reduced