← 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
176	SA Smithwood Advisers Los Angeles, California	$147M	+$24.1M	4	8.98%	Increased
177	Northern Trust Company of Connecticut Stamford, Connecticut	$147M	+$7.84M	12	0.95%	Increased
178	TD Asset Management Toronto, Ontario, Canada	$147M	+$40.3M	11	0.29%	Increased
179	RIM Rainier Investment Management Seattle, Washington	$147M	+$18.7M	2	1.42%	Increased
180	Veritas Asset Management London, United Kingdom	$147M	$0	1	3.47%	Maintained
181	KeyBank National Association Cleveland, Ohio	$144M	-$415M	9	0.99%	Reduced
182	SAM Scopus Asset Management New York	$140M	+$38.9M	5	3.51%	Increased
183	Coatue Management New York	$138M	+$572K	1	1.4%	Increased
184	Axa Paris, France	$137M	+$112M	4	0.68%	Increased
185	Soroban Capital Partners New York	$135M	-$38.3M	1	1.52%	Reduced
186	1832 Asset Management Toronto, Ontario, Canada	$135M	-$36.5M	4	0.6%	Reduced
187	ASA Armstrong Shaw Associates New Canaan, Connecticut	$134M	+$21.5M	2	5.45%	Increased
188	SSM Sound Shore Management Greenwich, Connecticut	$133M	-$1.67M	1	2.48%	Reduced
189	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$132M	+$83.1K	4	0.63%	Increased
190	GC GMT Capital Atlanta, Georgia	$132M	-$50.9M	2	3.03%	Reduced
191	Retirement Systems of Alabama Montgomery, Alabama	$131M	+$4.87M	5	0.83%	Increased
192	Eaton Vance Management Boston, Massachusetts	$131M	+$13.9M	7	0.39%	Increased
193	ING Group Amsterdam, Netherlands	$130M	+$61.2M	6	0.65%	Increased
194	SC Stralem & Co New York	$129M	-$9.83M	1	3.93%	Reduced
195	I.G. Investment Management Winnipeg, Manitoba, Canada	$129M	+$76.9M	8	0.49%	Increased
196	MTB Mizuho Trust & Banking Tokyo, Japan	$128M	$0	4	0.54%	Maintained
197	FC Fairpointe Capital Chicago, Illinois	$128M	+$49.2M	1	2.15%	Increased
198	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$128M	-$7.87M	8	0.36%	Reduced
199	AGA Altrinsic Global Advisors Stamford, Connecticut	$126M	-$400K	2	2.16%	Reduced
200	ACI AMP Capital Investors Sydney, Australia	$125M	+$26.2M	13	0.96%	Increased