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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	IAM Iridian Asset Management Westport, Connecticut	$176M	-$8.48M	1	2.35%	Reduced
152	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$174M	+$11M	1	8.62%	Increased
153	Jane Street New York	$173M	+$79M	25	0.36%	Increased
154	PC Paulson & Co New York	$172M	-$17.8M	2	4.13%	Reduced
155	Cambiar Investors Denver, Colorado	$171M	+$185M	2	3.87%	New
156	Douglas Lane & Associates New York	$162M	+$3.93M	3	3.83%	Increased
157	Nomura Holdings Tokyo, Japan	$153M	+$43.1M	11	0.57%	Increased
158	Thrivent Financial for Lutherans Minneapolis, Minnesota	$152M	+$68.6M	10	0.55%	Increased
159	Canada Life Winnipeg, Manitoba, Canada	$150M	-$62.2M	13	0.43%	Reduced
160	Victory Capital Management San Antonio, Texas	$148M	-$16.1M	11	0.37%	Reduced
161	ARK Investment Management St. Petersburg, Florida	$147M	-$147M	4	5.97%	Reduced
162	Raymond James Financial Services Advisors St. Petersburg, Florida	$146M	+$11.7M	14	0.77%	Increased
163	Mondrian Investment Partners London, United Kingdom	$139M	-$5.7M	3	5.11%	Reduced
164	MAM Melqart Asset Management London, United Kingdom	$135M	-$12.1M	1	15.84%	Reduced
165	WM WS Management Jacksonville, Florida	$131M	+$46.9M	2	6.36%	Increased
166	Lord, Abbett & Co Jersey City, New Jersey	$131M	+$34M	4	0.48%	Increased
167	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$130M	+$8.01M	4	0.54%	Increased
168	SCM Scopia Capital Management New York	$129M	+$139M	1	4.38%	New
169	Zevenbergen Capital Investments Edmonds, Washington	$128M	-$17.1M	1	5.59%	Reduced
170	Envestnet Asset Management Chicago, Illinois	$128M	+$131M	18	0.2%	Increased
171	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$128M	+$1.11M	9	1.14%	Increased
172	Alyeska Investment Group Chicago, Illinois	$127M	+$3.83M	6	1.85%	Increased
173	Thompson Siegel & Walmsley Richmond, Virginia	$126M	+$41.5M	8	1.97%	Increased
174	Glenmede Trust Philadelphia, Pennsylvania	$126M	+$30.5M	19	0.61%	Increased
175	Silvercrest Asset Management New York	$125M	+$7.97M	7	1.38%	Increased