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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	Jane Street New York	$198M	+$70.9M	15	0.88%	Increased
152	Janus Henderson Group London,	$198M	+$16M	8	1.39%	Increased
153	OAM Oxford Asset Management Oxford, United Kingdom	$196M	+$1.24M	9	4.77%	Increased
154	GGHC Gilder Gagnon Howe & Co New York	$192M	-$4.64M	1	3.24%	Reduced
155	Wedge Capital Management Charlotte, North Carolina	$192M	+$47.6M	7	1.83%	Increased
156	Thornburg Investment Management Santa Fe, New Mexico	$191M	-$25M	2	1.55%	Reduced
157	Victory Capital Management San Antonio, Texas	$188M	-$41.7M	13	0.45%	Reduced
158	Alyeska Investment Group Chicago, Illinois	$187M	-$31.1M	3	1.52%	Reduced
159	Mondrian Investment Partners London, United Kingdom	$186M	+$28.9M	4	5.23%	Increased
160	FTCM Fir Tree Capital Management New York	$186M	+$46.7M	1	7.35%	Increased
161	Korea Investment Corp Seoul, South Korea	$184M	-$2.96M	6	0.92%	Reduced
162	Appaloosa LP Short Hills, New Jersey	$183M	+$189M	1	3.01%	New
163	Cambiar Investors Denver, Colorado	$183M	+$188M	1	3.05%	New
164	CFM Coronation Fund Managers Cape Town, South Africa	$181M	-$8.64M	1	6.27%	Reduced
165	Rockefeller Financial Services New York	$181M	-$8.57M	5	3.61%	Reduced
166	Hardman Johnston Global Advisors Stamford, Connecticut	$179M	+$787K	1	8.07%	Increased
167	Westfield Capital Management Boston, Massachusetts	$177M	+$618K	3	1.52%	Increased
168	Los Angeles Capital Management Los Angeles, California	$175M	-$77.4M	7	1.27%	Reduced
169	Aperio Group Sausalito, California	$172M	+$14M	19	1.18%	Increased
170	HCM Highfields Capital Management Boston, Massachusetts	$172M	$0	1	1.6%	Maintained
171	WCMNY Westchester Capital Management (New York) Valhalla, New York	$171M	+$43.2M	2	4.69%	Increased
172	CC Carlson Capital Dallas, Texas	$169M	+$30.1M	1	2.15%	Increased
173	Diamond Hill Capital Management Columbus, Ohio	$169M	+$10M	3	0.95%	Increased
174	NFA Nationwide Fund Advisors Columbus, Ohio	$169M	-$21.1M	18	0.68%	Reduced
175	Two Sigma Advisers New York	$168M	-$152M	17	0.55%	Reduced