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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	Lord, Abbett & Co Jersey City, New Jersey	$189M	-$18M	5	0.54%	Reduced
177	Mondrian Investment Partners London, United Kingdom	$186M	-$6.44M	4	4.52%	Reduced
178	BRC Blue Ridge Capital New York	$184M	-$40.7M	1	6.14%	Reduced
179	State of New Jersey Common Pension Fund D Trenton, New Jersey	$183M	+$86.7M	8	0.69%	Increased
180	SRS Investment Management New York	$182M	-$12.9M	1	4.74%	Reduced
181	Artemis Investment Management Edinburgh, United Kingdom	$180M	-$8.75M	1	3%	Reduced
182	Panagora Asset Management Boston, Massachusetts	$180M	-$17.3M	14	0.67%	Reduced
183	FC Fairpointe Capital Chicago, Illinois	$179M	-$37.8M	1	3.37%	Reduced
184	CIBC World Markets New York	$178M	+$89.2M	7	1.28%	Increased
185	Natixis Paris, France	$177M	+$175M	4	1.36%	Increased
186	TCW Group Los Angeles, California	$176M	+$18.2M	5	1.42%	Increased
187	Baird Financial Group Milwaukee, Wisconsin	$171M	+$22M	12	1.21%	Increased
188	ABC Anchor Bolt Capital Chicago, Illinois	$170M	-$8.01M	4	6.17%	Reduced
189	PC Paulson & Co New York	$170M	+$166M	1	3.31%	Increased
190	Aviva London, United Kingdom	$170M	-$55.3M	9	0.96%	Reduced
191	Brandes Investment Partners La Jolla, California	$169M	-$11M	2	3.41%	Reduced
192	SCCM Schafer Cullen Capital Management New York	$168M	+$792K	4	1.95%	Increased
193	Silvercrest Asset Management New York	$167M	+$8.09M	8	1.56%	Increased
194	LM Luminus Management Houston, Texas	$165M	+$89.8M	3	3.51%	Increased
195	GA Greenhaven Associates Purchase, New York	$164M	+$162M	1	2.48%	New
196	BCM Bluefin Capital Management New York	$164M	+$150M	4	9.95%	Increased
197	SSM Sound Shore Management Greenwich, Connecticut	$162M	-$7.62M	1	2.46%	Reduced
198	Chevy Chase Trust Bethesda, Maryland	$158M	-$1.61M	6	0.68%	Reduced
199	MP Manikay Partners New York	$157M	+$25.4M	1	8.28%	Increased
200	Korea Investment Corp Seoul, South Korea	$155M	+$15M	7	0.7%	Increased