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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	Aberdeen Group Edinburgh, United Kingdom	$226M	+$30.4M	5	0.45%	Increased
152	WCMNY Westchester Capital Management (New York) Valhalla, New York	$223M	+$12.1M	1	8.68%	Increased
153	MP Manikay Partners New York	$217M	+$63.7M	2	11.3%	Increased
154	SRS Investment Management New York	$210M	$0	1	4.13%	Maintained
155	SGCM Sand Grove Capital Management London, United Kingdom	$206M	+$137M	1	25.63%	Increased
156	Stifel Financial St. Louis, Missouri	$206M	+$22.1M	17	0.65%	Increased
157	TD Asset Management Toronto, Ontario, Canada	$205M	+$27.4M	8	0.31%	Increased
158	Arrowstreet Capital Boston, Massachusetts	$204M	-$264M	10	0.47%	Reduced
159	TCW Group Los Angeles, California	$204M	+$18.6M	5	1.66%	Increased
160	Hamlin Capital Management New York	$203M	-$5.31M	3	7.83%	Reduced
161	OAM Oxford Asset Management Oxford, United Kingdom	$203M	+$170M	9	4.27%	Increased
162	AC Ashler Capital Chicago, Illinois	$202M	+$225M	1	10.93%	New
163	SA SQ Advisors Naples, Florida	$201M	-$1.08M	1	6.85%	Reduced
164	USAA United Services Automobile Association San Antonio, Texas	$199M	-$8.22M	14	0.54%	Reduced
165	ArrowMark Colorado Holdings Denver, Colorado	$197M	+$199K	3	1.97%	Increased
166	Douglas Lane & Associates New York	$196M	+$57.6K	4	4.26%	Increased
167	Eaton Vance Management Boston, Massachusetts	$194M	-$1.09M	9	0.48%	Reduced
168	CFM Coronation Fund Managers Cape Town, South Africa	$194M	+$16.1M	1	7.7%	Increased
169	MAM Melqart Asset Management London, United Kingdom	$193M	+$102M	1	23.15%	Increased
170	Epoch Investment Partners New York	$191M	-$10.1M	2	0.68%	Reduced
171	State of New Jersey Common Pension Fund D Trenton, New Jersey	$191M	+$18.3M	9	0.73%	Increased
172	LM Luminus Management Houston, Texas	$190M	+$23.5M	2	3.94%	Increased
173	Cambiar Investors Denver, Colorado	$188M	+$20M	1	2.99%	Increased
174	Fidelity International Hamilton, Bermuda	$184M	-$186M	8	0.51%	Reduced
175	SSM Sound Shore Management Greenwich, Connecticut	$183M	+$25.1M	1	2.97%	Increased