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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
176	Guggenheim Capital Chicago, Illinois	$170M	-$46M	16	0.52%	Reduced
177	Eaton Vance Management Boston, Massachusetts	$169M	+$18.2M	7	0.48%	Increased
178	ASA Armstrong Shaw Associates New Canaan, Connecticut	$167M	+$41.4M	2	6.19%	Increased
179	ACM Andor Capital Management Rye Brook, New York	$167M	+$57.3M	2	9.18%	Increased
180	STRS Ohio Columbus, Ohio	$167M	-$57.1M	10	0.75%	Reduced
181	State of Michigan Retirement System Lansing, Michigan	$167M	+$58.9M	6	1.27%	Increased
182	Northern Trust Company of Connecticut Stamford, Connecticut	$164M	+$3.42M	10	1.03%	Increased
183	MAM Marketfield Asset Management New York	$163M	+$780K	1	1.62%	Increased
184	PCM Pennant Capital Management Summit, New Jersey	$160M	-$33.7M	1	2.74%	Reduced
185	Douglas C. Lane & Associates New York	$160M	+$3.21M	4	5.3%	Increased
186	MTB Mizuho Trust & Banking Tokyo, Japan	$157M	+$15.6M	4	0.6%	Increased
187	Oaktree Capital Management Los Angeles, California	$157M	-$30M	2	2.88%	Reduced
188	FC Fairpointe Capital Chicago, Illinois	$156M	+$22.3M	1	2.27%	Increased
189	FTCM Fir Tree Capital Management New York	$153M	+$82.8M	1	1.74%	Increased
190	SSM Sound Shore Management Greenwich, Connecticut	$152M	-$2.36M	1	2.55%	Reduced
191	KeyBank National Association Cleveland, Ohio	$147M	-$11.4M	8	0.96%	Reduced
192	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$144M	+$41.4M	11	1.68%	Increased
193	Los Angeles Capital Management Los Angeles, California	$144M	+$44.6M	9	1.61%	Increased
194	Cambiar Investors Denver, Colorado	$142M	-$53.4M	1	2.1%	Reduced
195	Comerica Bank Dallas, Texas	$142M	-$27M	16	1.1%	Reduced
196	Nomura Holdings Tokyo, Japan	$140M	+$26.6M	15	0.64%	Increased
197	Axa Paris, France	$140M	+$12.3M	4	0.63%	Increased
198	CI Investments Inc Toronto, Ontario, Canada	$138M	+$9.19M	3	1.51%	Increased
199	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$138M	-$68.3M	4	1.13%	Reduced
200	MP MSD Partners New York	$137M	+$4.67M	2	5.59%	Increased