← All themes

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	Davis Selected Advisers Tucson, Arizona	$182M	-$61.2M	2	0.79%	Reduced
177	KC Kepos Capital New York	$179M	+$180M	2	10.47%	Increased
178	TCA Taconic Capital Advisors New York	$178M	-$144M	2	12.15%	Reduced
179	OP Omni Partners London, United Kingdom	$178M	-$151M	1	24.88%	Reduced
180	Mondrian Investment Partners London, United Kingdom	$177M	-$5.87M	4	4.81%	Reduced
181	GGHC Gilder Gagnon Howe & Co New York	$176M	-$9.79M	1	2.18%	Reduced
182	Robeco Schweiz Zurich, Switzerland	$173M	+$127M	4	8.03%	Increased
183	Lord, Abbett & Co Jersey City, New Jersey	$170M	-$7.71M	7	0.51%	Reduced
184	Capital Guardian Trust Los Angeles, California	$169M	-$54.1M	2	2.38%	Reduced
185	Artemis Investment Management Edinburgh, United Kingdom	$168M	+$9.45M	1	2.6%	Increased
186	KBC Group Brussels, Belgium	$166M	+$33.6M	11	1.54%	Increased
187	GA Greenhaven Associates Purchase, New York	$162M	+$16.5M	1	2.55%	Increased
188	FC Fairpointe Capital Chicago, Illinois	$161M	-$30.6M	1	3.37%	Reduced
189	SCCM Schafer Cullen Capital Management New York	$160M	+$2.8M	4	1.92%	Increased
190	Korea Investment Corp Seoul, South Korea	$159M	+$13.8M	7	0.74%	Increased
191	BOI Bank of Italy Rome, Italy	$156M	$0	1	8.56%	Maintained
192	BCM Bluefin Capital Management New York	$152M	-$11.6M	3	10.3%	Reduced
193	Silvercrest Asset Management New York	$152M	+$8.38M	7	1.48%	Increased
194	Man Group London, United Kingdom	$152M	+$158M	13	0.69%	New
195	Gotham Asset Management New York	$152M	+$17.8M	9	2.12%	Increased
196	Baird Financial Group Milwaukee, Wisconsin	$149M	-$6.61M	11	1.05%	Reduced
197	CI Cowen Inc New York	$148M	+$35.8M	2	0.22%	Increased
198	BNP Paribas Asset Management Paris, France	$148M	+$67.3M	11	1.25%	Increased
199	Raymond James Financial Services Advisors St. Petersburg, Florida	$146M	+$18.5M	14	0.84%	Increased
200	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$145M	+$19.8M	1	8.61%	Increased