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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	USSCPF United States Steel & Carnegie Pension Fund New York	$144M	$0	2	3.34%	Maintained
177	Canada Life Winnipeg, Manitoba, Canada	$143M	-$5.78M	12	0.52%	Reduced
178	Zevenbergen Capital Investments Edmonds, Washington	$143M	-$308K	1	6.47%	Reduced
179	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$142M	+$41.3M	2	0.53%	Increased
180	Renaissance Technologies New York	$142M	-$48.9M	11	0.27%	Reduced
181	MVP Miller Value Partners Sarasota, Florida	$141M	-$57.5M	3	5.44%	Reduced
182	Stockbridge Partners Boston, Massachusetts	$141M	+$5.33M	1	7.47%	Increased
183	SCCM Schafer Cullen Capital Management New York	$140M	-$4.11M	4	1.72%	Reduced
184	Chevy Chase Trust Bethesda, Maryland	$139M	+$2.78M	6	0.8%	Increased
185	DSM Capital Partners Palm Beach Gardens, Florida	$139M	+$13.7M	1	2.28%	Increased
186	Epoch Investment Partners New York	$138M	+$121M	1	0.52%	Increased
187	Maverick Capital Dallas, Texas	$137M	-$58M	2	2.17%	Reduced
188	Aberdeen Asset Management Aberdeen, United Kingdom	$136M	+$58.7M	5	0.49%	Increased
189	CIBC World Markets New York	$136M	+$5.43M	3	2.99%	Increased
190	UBS O'Connor Chicago, Illinois	$135M	-$9.53M	1	1.35%	Reduced
191	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$135M	+$7.4M	3	2.66%	Increased
192	SSM Sound Shore Management Greenwich, Connecticut	$133M	-$14.2M	1	2.42%	Reduced
193	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$131M	-$26.8M	4	2.64%	Reduced
194	FS Feinberg Stephen	$130M	$0	1	11.44%	Maintained
195	Aperio Group Sausalito, California	$130M	+$16.7M	19	1.11%	Increased
196	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$126M	+$14.8M	1	16.25%	Increased
197	GTP Global Thematic Partners New York	$124M	-$6.75M	1	2.65%	Reduced
198	Baird Financial Group Milwaukee, Wisconsin	$123M	+$11.5M	11	1.18%	Increased
199	Mondrian Investment Partners London, United Kingdom	$123M	+$5.22M	4	2.73%	Increased
200	LPL Financial San Diego, California	$121M	+$8.2M	16	0.34%	Increased