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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	Bessemer Group Woodbridge, New Jersey	$181M	-$2.41M	13	0.92%	Reduced
177	TimesSquare Capital Management New York	$180M	-$50.2M	2	0.97%	Reduced
178	GE General Electric Evendale, Ohio	$175M	+$24.8M	3	0.41%	Increased
179	USSCPF United States Steel & Carnegie Pension Fund New York	$175M	$0	2	3.55%	Maintained
180	Soroban Capital Partners New York	$174M	-$43.4M	1	1.63%	Reduced
181	Soros Fund Management New York	$174M	+$28.2M	1	1.71%	Increased
182	Korea Investment Corp Seoul, South Korea	$173M	+$4.42M	7	1.34%	Increased
183	State of New Jersey Common Pension Fund D Trenton, New Jersey	$172M	+$15.8M	5	0.67%	Increased
184	Robeco Institutional Asset Management Rotterdam, Netherlands	$170M	+$23.3M	6	1.28%	Increased
185	SFM Systematic Financial Management Teaneck, New Jersey	$170M	+$45.9M	8	1.34%	Increased
186	Egerton Capital (UK) London, United Kingdom	$164M	+$99.5M	1	2.24%	Increased
187	Canada Life Winnipeg, Manitoba, Canada	$163M	+$7.74M	15	0.56%	Increased
188	MG Meritage Group San Francisco, California	$162M	+$66K	1	3.93%	Increased
189	Axiom Investors Greenwich, Connecticut	$162M	-$33M	4	4.37%	Reduced
190	Foresters Investment Management New York	$160M	-$12.8M	5	3.09%	Reduced
191	Calamos Advisors Naperville, Illinois	$158M	-$83M	6	0.99%	Reduced
192	Stifel Financial St. Louis, Missouri	$156M	+$22K	13	0.85%	Increased
193	PCM Pennant Capital Management Summit, New Jersey	$155M	+$72.6M	1	2.91%	Increased
194	Todd Asset Management Louisville, Kentucky	$155M	+$1.42M	5	4.31%	Increased
195	Commerzbank Aktiengesellschaft Frankfurt, Germany	$153M	+$58.6M	10	0.92%	Increased
196	Thrivent Financial for Lutherans Minneapolis, Minnesota	$152M	-$5.35M	12	0.84%	Reduced
197	VIP Vantage Investment Partners Kansas City, Missouri	$149M	-$28.7M	2	65.26%	Reduced
198	HI Honeywell International Charlotte, North Carolina	$148M	-$16.5M	5	3.48%	Reduced
199	Nordea Investment Management Stockholm, Sweden	$148M	+$12.9M	8	0.53%	Increased
200	Axa Paris, France	$145M	-$86.2M	8	0.6%	Reduced