← All themes

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	CFM Coronation Fund Managers Cape Town, South Africa	$231M	-$7.64M	1	7.3%	Reduced
152	SEI Investments Oaks, Pennsylvania	$226M	-$523K	20	0.79%	Reduced
153	Hamlin Capital Management New York	$226M	-$8.58M	3	8.69%	Reduced
154	WIC Water Island Capital New York	$225M	+$60.2M	1	13.84%	Increased
155	Bridgeway Capital Management Houston, Texas	$222M	+$19.1M	10	2.39%	Increased
156	Victory Capital Management San Antonio, Texas	$221M	+$26M	13	0.46%	Increased
157	Cambiar Investors Denver, Colorado	$220M	-$6.35M	1	3.45%	Reduced
158	MCM Mason Capital Management New York	$220M	+$134M	1	13.51%	Increased
159	William Blair Investment Management Chicago, Illinois	$219M	+$190M	5	0.85%	Increased
160	USAA United Services Automobile Association San Antonio, Texas	$218M	-$22.3M	10	0.6%	Reduced
161	Aberdeen Group Edinburgh, United Kingdom	$217M	+$54.3M	6	0.42%	Increased
162	GGHC Gilder Gagnon Howe & Co New York	$215M	-$781K	1	2.89%	Reduced
163	WCMNY Westchester Capital Management (New York) Valhalla, New York	$212M	-$2.65M	1	8.28%	Reduced
164	Douglas Lane & Associates New York	$211M	-$6.16M	4	4.45%	Reduced
165	AAM Alpine Associates Management Palm Beach, Florida	$208M	-$69.4M	1	7.44%	Reduced
166	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$205M	+$67.5M	12	1.33%	Increased
167	Diamond Hill Capital Management Columbus, Ohio	$205M	+$1.74M	4	1.03%	Increased
168	Capital Guardian Trust Los Angeles, California	$200M	+$830K	2	2.83%	Increased
169	SA SQ Advisors Naples, Florida	$199M	+$557K	1	6.48%	Increased
170	TD Asset Management Toronto, Ontario, Canada	$199M	+$77.4M	9	0.29%	Increased
171	Epoch Investment Partners New York	$199M	+$1.66M	2	0.66%	Increased
172	Eaton Vance Management Boston, Massachusetts	$198M	+$2.18M	8	0.48%	Increased
173	ArrowMark Colorado Holdings Denver, Colorado	$196M	+$9.98M	3	1.99%	Increased
174	Thrivent Financial for Lutherans Minneapolis, Minnesota	$193M	-$11M	10	0.64%	Reduced
175	Stifel Financial St. Louis, Missouri	$192M	+$15.2M	17	0.61%	Increased