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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	Stockbridge Partners Boston, Massachusetts	$141M	-$4.61M	1	6.79%	Reduced
177	BB&T Securities Richmond, Virginia	$139M	+$1.92M	8	2.07%	Increased
178	Two Sigma Investments New York	$138M	-$42.8M	14	0.5%	Reduced
179	Calamos Advisors Naperville, Illinois	$138M	-$61.3M	7	0.99%	Reduced
180	ARGA Investment Management Stamford, Connecticut	$137M	+$44.2M	2	37.59%	Increased
181	FC Fairpointe Capital Chicago, Illinois	$136M	-$13.6M	2	3.05%	Reduced
182	SCCM Schafer Cullen Capital Management New York	$135M	+$2.45M	4	1.62%	Increased
183	BNP Paribas Financial Markets Paris, France	$135M	-$23.4M	19	0.55%	Reduced
184	Chevy Chase Trust Bethesda, Maryland	$135M	-$2M	6	0.74%	Reduced
185	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$134M	$0	1	14.09%	Maintained
186	USSCPF United States Steel & Carnegie Pension Fund New York	$134M	-$27.4M	2	3.95%	Reduced
187	TCM Tran Capital Management San Rafael, California	$133M	-$37.1M	1	5.45%	Reduced
188	Teacher Retirement System of Texas Austin, Texas	$132M	-$20.5M	9	0.93%	Reduced
189	Eaton Vance Management Boston, Massachusetts	$129M	-$80.2M	7	0.37%	Reduced
190	Sumitomo Mitsui DS Asset Management Tokyo, Japan	$128M	+$74M	9	2.79%	Increased
191	Parallax Volatility Advisers San Francisco, California	$126M	+$113M	11	0.23%	Increased
192	Pictet Asset Management (UK) London, United Kingdom	$123M	+$29.6M	5	0.46%	Increased
193	BWA Brave Warrior Advisors New York	$120M	+$117M	1	5.79%	New
194	Zevenbergen Capital Investments Edmonds, Washington	$119M	+$215K	1	4.91%	Increased
195	Artemis Investment Management Edinburgh, United Kingdom	$119M	-$5.9M	1	3.32%	Reduced
196	Första AP-fonden Stockholm, Sweden	$118M	-$13.4M	2	3.28%	Reduced
197	ACI AMP Capital Investors Sydney, Australia	$114M	+$13.2M	12	0.7%	Increased
198	HCM Highfields Capital Management Boston, Massachusetts	$114M	-$141M	1	1.07%	Reduced
199	MVP Miller Value Partners Sarasota, Florida	$114M	-$3.19M	2	4.66%	Reduced
200	Cooke & Bieler Philadelphia, Pennsylvania	$113M	-$44K	1	2.38%	Reduced