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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	Magnetar Financial Evanston, Illinois	$192M	+$190M	1	21.65%	Increased
152	Parallax Volatility Advisers San Francisco, California	$190M	+$48.7M	11	0.37%	Increased
153	Victory Capital Management San Antonio, Texas	$190M	-$30.9M	12	0.48%	Reduced
154	AL AJO LP Philadelphia, Pennsylvania	$189M	+$302K	5	0.78%	Increased
155	BRC Blue Ridge Capital New York	$186M	-$36.5M	2	2.35%	Reduced
156	American Securities New York	$185M	+$187M	1	8.83%	New
157	CFM Coronation Fund Managers Cape Town, South Africa	$185M	+$30.3M	3	6.76%	Increased
158	BNP Paribas Financial Markets Paris, France	$184M	+$44.9M	17	0.86%	Increased
159	OAM Oxford Asset Management Oxford, United Kingdom	$183M	+$167M	9	6.52%	Increased
160	Aberdeen Asset Management Aberdeen, United Kingdom	$183M	+$3.72M	5	0.7%	Increased
161	Waddell & Reed Financial Overland Park, Kansas	$182M	-$681M	3	0.4%	Reduced
162	Artemis Investment Management Edinburgh, United Kingdom	$182M	+$49.9M	1	4.89%	Increased
163	Lyrical Asset Management New York	$180M	+$4.86M	1	3.2%	Increased
164	Rockefeller Financial Services New York	$179M	+$11.2M	5	3.63%	Increased
165	NFA Nationwide Fund Advisors Columbus, Ohio	$178M	-$4.34M	18	0.74%	Reduced
166	State of New Jersey Common Pension Fund D Trenton, New Jersey	$177M	+$5.5M	7	0.76%	Increased
167	Korea Investment Corp Seoul, South Korea	$175M	+$13.8M	6	0.84%	Increased
168	CI Investments Inc Toronto, Ontario, Canada	$175M	-$22M	2	1.91%	Reduced
169	Frontier Capital Management Boston, Massachusetts	$172M	-$65.7M	4	1.32%	Reduced
170	TAL TIG Advisors LLC New York	$171M	+$171M	1	12.27%	Increased
171	Hardman Johnston Global Advisors Stamford, Connecticut	$169M	-$66.4M	1	8.25%	Reduced
172	Santa Barbara Asset Management Los Angeles, California	$168M	+$2.48M	1	3.04%	Increased
173	Dodge & Cox San Francisco, California	$168M	-$239K	1	0.15%	Reduced
174	Viking Global Investors Stamford, Connecticut	$167M	+$151M	1	0.76%	Increased
175	Diamond Hill Capital Management Columbus, Ohio	$166M	+$18.8M	2	0.96%	Increased