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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	Axiom Investors Greenwich, Connecticut	$172M	-$35M	3	4.24%	Reduced
177	LM Lasry Marc	$171M	+$32.3M	3	15.81%	Increased
178	VIP Vantage Investment Partners Kansas City, Missouri	$171M	+$162K	2	50.67%	Increased
179	DS Dalal Street West Lake Hills, Texas	$162M	+$158M	2	29.31%	Increased
180	USSCPF United States Steel & Carnegie Pension Fund New York	$155M	+$148M	2	3.11%	New
181	SSM Sound Shore Management Greenwich, Connecticut	$155M	+$13.6M	1	2.44%	Increased
182	HI Honeywell International Charlotte, North Carolina	$155M	-$7.41M	6	3.53%	Reduced
183	Zevenbergen Capital Investments Edmonds, Washington	$153M	+$3.9M	1	6.62%	Increased
184	Korea Investment Corp Seoul, South Korea	$152M	-$19.8M	7	1.25%	Reduced
185	JAT Capital Management LP (Connecticut) Greenwich, Connecticut	$152M	-$62M	1	5.83%	Reduced
186	Stifel Financial St. Louis, Missouri	$149M	+$29.5M	13	0.83%	Increased
187	State of New Jersey Common Pension Fund D Trenton, New Jersey	$148M	+$6.65M	5	0.57%	Increased
188	MG Meritage Group San Francisco, California	$148M	+$137M	1	3.09%	New
189	Canada Life Winnipeg, Manitoba, Canada	$147M	-$3.79M	15	0.48%	Reduced
190	Foresters Investment Management New York	$147M	-$8.69M	5	2.93%	Reduced
191	Pentwater Capital Management Naples, Florida	$146M	-$1.27M	2	1.04%	Reduced
192	WCMNY Westchester Capital Management (New York) Valhalla, New York	$145M	-$6.52M	2	2.32%	Reduced
193	Royce & Associates New York	$144M	-$10.1M	6	0.5%	Reduced
194	CCM Cantillon Capital Management New York	$143M	+$763K	1	2.96%	Increased
195	SCM Snow Capital Management Sewickley, Pennsylvania	$142M	-$362K	4	4.26%	Reduced
196	Bessemer Group Woodbridge, New Jersey	$142M	-$39M	12	0.76%	Reduced
197	MP MSD Partners New York	$142M	-$4.22M	2	3.34%	Reduced
198	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$141M	+$23.4M	3	2.45%	Increased
199	GE General Electric Evendale, Ohio	$141M	-$162M	3	0.33%	Reduced
200	Discovery Capital Management South Norwalk, Connecticut	$140M	+$134M	2	1.44%	New