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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	Douglas Lane & Associates New York	$206M	+$2.23M	4	4.85%	Increased
152	CFM Coronation Fund Managers Cape Town, South Africa	$206M	+$38M	2	6.34%	Increased
153	TAL TIG Advisors LLC New York	$204M	+$29.4M	1	12.17%	Increased
154	OAM Oxford Asset Management Oxford, United Kingdom	$202M	-$5.21M	5	4.02%	Reduced
155	Waddell & Reed Financial Overland Park, Kansas	$199M	-$65.1M	3	0.44%	Reduced
156	Epoch Investment Partners New York	$198M	-$12.3M	2	0.67%	Reduced
157	ABC Anchor Bolt Capital Chicago, Illinois	$194M	-$132M	4	7.6%	Reduced
158	CC Carlson Capital Dallas, Texas	$193M	+$13.9M	1	2.76%	Increased
159	IIM Ivory Investment Management New York	$189M	-$85.8M	3	7.04%	Reduced
160	BRC Blue Ridge Capital New York	$189M	+$25.2M	1	3.3%	Increased
161	Aperio Group Sausalito, California	$187M	+$13.6M	19	1.15%	Increased
162	1832 Asset Management Toronto, Ontario, Canada	$187M	+$145M	10	0.85%	Increased
163	Two Sigma Advisers New York	$183M	+$14.1M	19	0.61%	Increased
164	OP Oldfield Partners London, United Kingdom	$183M	+$8.58M	1	15.9%	Increased
165	Cambiar Investors Denver, Colorado	$178M	+$9.15M	1	2.8%	Increased
166	State of New Jersey Common Pension Fund D Trenton, New Jersey	$178M	-$54.8M	7	0.73%	Reduced
167	Korea Investment Corp Seoul, South Korea	$177M	-$12.7M	7	0.83%	Reduced
168	Diamond Hill Capital Management Columbus, Ohio	$176M	+$13.5M	3	0.95%	Increased
169	Mondrian Investment Partners London, United Kingdom	$175M	-$7.3M	4	5.02%	Reduced
170	Public Employees Retirement Association of Colorado Denver, Colorado	$166M	+$2.06M	13	1.22%	Increased
171	Bridgeway Capital Management Houston, Texas	$165M	+$36.2M	11	1.99%	Increased
172	WIC Water Island Capital New York	$165M	+$78.3M	1	7.77%	Increased
173	Wedge Capital Management Charlotte, North Carolina	$164M	-$36.4M	6	1.57%	Reduced
174	PAM PSquared Asset Management Zurich, Switzerland	$163M	+$94.3M	1	40.02%	Increased
175	Axa Paris, France	$162M	-$68.1M	12	0.74%	Reduced