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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	OCAM Owl Creek Asset Management New York	$150M	+$73.7M	2	4.3%	Increased
177	Cambiar Investors Denver, Colorado	$146M	+$2.23M	1	2.16%	Increased
178	Janus Henderson Group London,	$146M	+$37.7M	8	1.42%	Increased
179	FC Fairpointe Capital Chicago, Illinois	$143M	+$2.65M	2	1.95%	Increased
180	Arrowstreet Capital Boston, Massachusetts	$143M	-$101M	7	0.86%	Reduced
181	Commerzbank Aktiengesellschaft Frankfurt, Germany	$142M	+$37.7M	10	0.61%	Increased
182	Wasatch Advisors Salt Lake City, Utah	$141M	+$53.9M	4	1.36%	Increased
183	Comerica Bank Dallas, Texas	$140M	+$902K	16	1.07%	Increased
184	GGHC Gilder Gagnon Howe & Co New York	$140M	-$26.1M	3	1.91%	Reduced
185	Canada Life Winnipeg, Manitoba, Canada	$135M	+$10M	13	0.48%	Increased
186	Balyasny Asset Management Chicago, Illinois	$135M	+$34.5M	5	1.54%	Increased
187	LBG Lloyds Banking Group London, United Kingdom	$135M	+$16.1M	4	1.21%	Increased
188	Scout Investments Kansas City, Missouri	$132M	-$25.4M	4	1.51%	Reduced
189	H Hexavest Montreal, Quebec, Canada	$132M	-$65.9M	6	2.05%	Reduced
190	Stockbridge Partners Boston, Massachusetts	$131M	+$12M	1	8.93%	Increased
191	KeyBank National Association Cleveland, Ohio	$130M	-$14.1M	9	1.01%	Reduced
192	TGA Trilogy Global Advisors Winter Park, Florida	$130M	-$18.7M	1	2.6%	Reduced
193	Munder Capital Management Birmingham, Michigan	$129M	+$3.2M	5	0.93%	Increased
194	Thrivent Financial for Lutherans Minneapolis, Minnesota	$129M	+$5.4M	10	0.8%	Increased
195	WCMNY Westchester Capital Management (New York) Valhalla, New York	$127M	-$31.6M	2	1.67%	Reduced
196	Retirement Systems of Alabama Montgomery, Alabama	$127M	-$1.31M	5	0.74%	Reduced
197	Winton Capital Management London, United Kingdom	$127M	+$24.9M	3	0.87%	Increased
198	C Consulta London, United Kingdom	$126M	+$5.29M	1	16.6%	Increased
199	Royce & Associates New York	$126M	-$1.18M	5	0.37%	Reduced
200	Korea Investment Corp Seoul, South Korea	$124M	+$6.71M	7	1.1%	Increased