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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	Aperio Group Sausalito, California	$226M	+$14.9M	19	1.27%	Increased
152	Aviva London, United Kingdom	$225M	-$2.63M	9	1.21%	Reduced
153	SEI Investments Oaks, Pennsylvania	$224M	+$71.3M	20	0.8%	Increased
154	Assenagon Asset Management Senningerberg, Luxembourg	$221M	+$201M	3	2.06%	New
155	OP Oldfield Partners London, United Kingdom	$218M	-$2.73M	1	17.52%	Reduced
156	Cambiar Investors Denver, Colorado	$214M	+$46.8M	1	3.36%	Increased
157	Eaton Vance Management Boston, Massachusetts	$213M	-$35.4M	8	0.55%	Reduced
158	BRC Blue Ridge Capital New York	$213M	+$1.03M	1	3.83%	Increased
159	CC Carlson Capital Dallas, Texas	$212M	+$11.7M	2	3.63%	Increased
160	Thrivent Financial for Lutherans Minneapolis, Minnesota	$208M	-$21M	13	0.73%	Reduced
161	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$208M	-$58.8M	8	0.48%	Reduced
162	WCMNY Westchester Capital Management (New York) Valhalla, New York	$207M	-$43.1M	1	6.52%	Reduced
163	Panagora Asset Management Boston, Massachusetts	$207M	+$61.7M	14	0.82%	Increased
164	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$204M	+$58.4M	11	0.42%	Increased
165	Lord, Abbett & Co Jersey City, New Jersey	$202M	-$14M	4	0.59%	Reduced
166	Victory Capital Management San Antonio, Texas	$200M	+$258K	13	0.45%	Increased
167	Balyasny Asset Management Chicago, Illinois	$198M	+$63.1M	9	0.78%	Increased
168	NFA Nationwide Fund Advisors Columbus, Ohio	$196M	+$17.2M	17	0.77%	Increased
169	SRS Investment Management New York	$196M	-$606K	1	4.05%	Reduced
170	Diamond Hill Capital Management Columbus, Ohio	$195M	+$5.98M	3	1.03%	Increased
171	Bridgeway Capital Management Houston, Texas	$192M	-$4.16M	9	2.2%	Reduced
172	Epoch Investment Partners New York	$192M	-$3.97M	2	0.64%	Reduced
173	SA SQ Advisors Naples, Florida	$187M	+$12.1M	1	6.59%	Increased
174	ABC Anchor Bolt Capital Chicago, Illinois	$186M	-$36.1M	4	7.61%	Reduced
175	Artemis Investment Management Edinburgh, United Kingdom	$186M	+$50.9M	1	3.81%	Increased