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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
MP
MSD Partners
New York
$152M $0 2 4.57% Maintained
177
HI
Honeywell International
North Carolina
$151M +$17.6M 6 3.55% Increased
178
Gabelli Funds
Gabelli Funds
New York
$151M -$5.24M 7 0.77% Reduced
179
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$150M -$6.72M 11 1.78% Reduced
180
RCM
Roystone Capital Management
New York
$148M -$3.78M 1 6.05% Reduced
181
WCMNY
Westchester Capital Management (New York)
New York
$148M +$23.3M 2 1.83% Increased
182
GGHC
Gilder Gagnon Howe & Co
New York
$147M -$2.26M 2 2.14% Reduced
183
Point72 Asset Management
Point72 Asset Management
Connecticut
$146M -$1.31M 5 1.1% Reduced
184
SCM
Snow Capital Management
Pennsylvania
$146M +$10.1M 4 5.05% Increased
185
Lazard Asset Management
Lazard Asset Management
New York
$145M -$204M 4 0.31% Reduced
186
Foresters Investment Management
Foresters Investment Management
New York
$144M +$5.87M 6 3.04% Increased
187
Credit Agricole
Credit Agricole
France
$143M +$3.97M 11 0.61% Increased
188
Soroban Capital Partners
Soroban Capital Partners
New York
$143M -$35.4M 1 1.08% Reduced
189
Canada Life
Canada Life
Manitoba, Canada
$142M +$9.96M 15 0.48% Increased
190
Scout Investments
Scout Investments
Missouri
$136M -$2.13M 3 1.83% Reduced
191
Pentwater Capital Management
Pentwater Capital Management
Florida
$135M +$8.01M 2 1.3% Increased
192
C
Consulta
United Kingdom
$134M +$18.7M 1 13.04% Increased
193
Cambiar Investors
Cambiar Investors
Colorado
$133M -$7.05M 1 1.91% Reduced
194
OCAM
Owl Creek Asset Management
New York
$132M -$62.6M 1 6.57% Reduced
195
Munder Capital Management
Munder Capital Management
Michigan
$132M -$9.41M 7 0.98% Reduced
196
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$132M +$57.8M 5 0.52% Increased
197
Commerzbank Aktiengesellschaft
Commerzbank Aktiengesellschaft
Germany
$131M -$9.79M 11 0.53% Reduced
198
H
Hexavest
Quebec, Canada
$127M +$192K 6 1.93% Increased
199
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$126M +$3.27M 13 0.72% Increased
200
Royce & Associates
Royce & Associates
New York
$124M -$4.82M 5 0.42% Reduced
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