← 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	Epoch Investment Partners New York	$190M	-$15.5M	2	0.86%	Reduced
152	Cambiar Investors Denver, Colorado	$189M	-$4.83M	2	4.9%	Reduced
153	Nomura Holdings Tokyo, Japan	$181M	-$37.9M	12	0.8%	Reduced
154	DS Dalal Street West Lake Hills, Texas	$178M	-$3.47M	1	60.45%	Reduced
155	PointState Capital New York	$173M	+$135M	3	3.63%	Increased
156	Arrowstreet Capital Boston, Massachusetts	$172M	-$252M	7	0.38%	Reduced
157	Ruffer LLP London, United Kingdom	$172M	-$102M	3	4.02%	Reduced
158	Balyasny Asset Management Chicago, Illinois	$172M	+$141M	12	1.1%	Increased
159	TD Asset Management Toronto, Ontario, Canada	$165M	-$37.2M	9	0.25%	Reduced
160	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$159M	-$14.7M	1	7.27%	Reduced
161	Silvercrest Asset Management New York	$158M	-$14.3M	8	1.48%	Reduced
162	Mondrian Investment Partners London, United Kingdom	$152M	+$559K	3	4.86%	Increased
163	Hamlin Capital Management New York	$151M	-$47.6M	2	6.47%	Reduced
164	MAM Melqart Asset Management London, United Kingdom	$149M	+$23.6M	2	10.23%	Increased
165	Confluence Investment Management St. Louis, Missouri	$148M	-$921K	3	2.37%	Reduced
166	Artemis Investment Management Edinburgh, United Kingdom	$147M	-$80.5M	2	1.74%	Reduced
167	Westfield Capital Management Boston, Massachusetts	$146M	+$82.1M	4	1.1%	Increased
168	IAM Iridian Asset Management Westport, Connecticut	$144M	-$41.5M	1	2.08%	Reduced
169	Temasek Holdings Singapore	$143M	$0	2	1.02%	Maintained
170	Natixis Advisors Boston, Massachusetts	$143M	+$3.69M	13	1.17%	Increased
171	Glenmede Trust Philadelphia, Pennsylvania	$143M	+$4.68M	20	0.63%	Increased
172	NSLI Nan Shan Life Insurance Taipei City, Taiwan	$143M	-$5.69M	5	3.65%	Reduced
173	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$142M	-$6.35M	12	1.73%	Reduced
174	Hillhouse Investment Management Grand Cayman, Cayman Islands	$140M	+$117M	2	4.47%	Increased
175	Robeco Institutional Asset Management Rotterdam, Netherlands	$140M	+$15.9M	8	0.49%	Increased