← 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	MAM Melqart Asset Management London, United Kingdom	$232M	+$52.1M	1	19.78%	Increased
152	Epoch Investment Partners New York	$230M	+$53.2M	2	0.71%	Increased
153	CCM Cantillon Capital Management New York	$230M	-$7.08M	1	2.48%	Reduced
154	Artemis Investment Management Edinburgh, United Kingdom	$229M	+$46.4M	1	3.12%	Increased
155	AL AJO LP Philadelphia, Pennsylvania	$229M	-$57.9M	4	1.05%	Reduced
156	ABC Anchor Bolt Capital Chicago, Illinois	$223M	-$43.2M	4	9.79%	Reduced
157	Victory Capital Management San Antonio, Texas	$222M	-$14.8M	13	0.47%	Reduced
158	Alyeska Investment Group Chicago, Illinois	$221M	-$127M	4	1.98%	Reduced
159	PC Paulson & Co New York	$220M	+$87.2M	1	4.5%	Increased
160	WCMNY Westchester Capital Management (New York) Valhalla, New York	$217M	+$8.45M	1	8.62%	Increased
161	TCW Group Los Angeles, California	$213M	+$8.19M	5	1.73%	Increased
162	Two Sigma Investments New York	$212M	-$40.6M	11	0.63%	Reduced
163	Man Group London, United Kingdom	$211M	+$67.4M	13	0.87%	Increased
164	Soros Fund Management New York	$210M	+$95.3M	1	3.36%	Increased
165	FTCM Fir Tree Capital Management New York	$208M	+$117M	2	9.27%	Increased
166	Robeco Schweiz Zurich, Switzerland	$207M	+$34.2M	4	8.82%	Increased
167	Eaton Vance Management Boston, Massachusetts	$205M	+$1.76M	10	0.49%	Increased
168	Douglas Lane & Associates New York	$202M	-$6.63M	3	4.29%	Reduced
169	NM Nokota Management New York	$200M	+$97.9M	2	2.99%	Increased
170	SA SQ Advisors Naples, Florida	$199M	+$15.6M	1	6.73%	Increased
171	State of New Jersey Common Pension Fund D Trenton, New Jersey	$198M	+$6.82M	8	0.75%	Increased
172	ARK Investment Management St. Petersburg, Florida	$195M	+$48.8M	3	7.16%	Increased
173	Stifel Financial St. Louis, Missouri	$189M	-$17.6M	14	0.58%	Reduced
174	VOYA Investment Management Atlanta, Georgia	$187M	+$75.2M	15	0.4%	Increased
175	Nomura Holdings Tokyo, Japan	$186M	+$68.8M	12	0.59%	Increased