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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	ArrowMark Colorado Holdings Denver, Colorado	$185M	+$1.9M	3	1.7%	Increased
177	Sachem Head Capital Management New York	$178M	+$180M	1	6.54%	New
178	GGHC Gilder Gagnon Howe & Co New York	$177M	-$44.6M	2	1.9%	Reduced
179	Ruffer LLP London, United Kingdom	$176M	+$114M	2	6.4%	Increased
180	KBC Group Brussels, Belgium	$173M	-$1.33M	13	1.5%	Reduced
181	TD Asset Management Toronto, Ontario, Canada	$172M	-$50.9M	8	0.26%	Reduced
182	OAM Oxford Asset Management Oxford, United Kingdom	$170M	-$21.8M	12	3.26%	Reduced
183	Korea Investment Corp Seoul, South Korea	$170M	+$4.94M	8	0.77%	Increased
184	OP Omni Partners London, United Kingdom	$167M	+$1.43M	1	18.94%	Increased
185	Mondrian Investment Partners London, United Kingdom	$165M	-$797K	4	4.83%	Reduced
186	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$163M	+$5.89M	1	9.33%	Increased
187	Aviva London, United Kingdom	$161M	+$13.9M	8	0.95%	Increased
188	IAM Iridian Asset Management Westport, Connecticut	$159M	+$33.1M	1	1.47%	Increased
189	Raymond James Financial Services Advisors St. Petersburg, Florida	$158M	+$9.87M	15	0.8%	Increased
190	PGGM Investments Zeist, Netherlands	$158M	+$18.8M	4	0.87%	Increased
191	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$157M	+$49.8M	1	13.91%	Increased
192	M&T Bank Buffalo, New York	$155M	+$8.73M	12	0.84%	Increased
193	PointState Capital New York	$152M	+$41.6M	3	1.73%	Increased
194	Natixis Advisors Boston, Massachusetts	$152M	+$7.81M	12	1.45%	Increased
195	Capital Guardian Trust Los Angeles, California	$151M	-$3.91M	2	2.16%	Reduced
196	Silvercrest Asset Management New York	$151M	+$4.43M	6	1.42%	Increased
197	WIC Water Island Capital New York	$150M	-$116M	3	8.15%	Reduced
198	Natixis Paris, France	$149M	+$63.9M	3	0.79%	Increased
199	Chevy Chase Trust Bethesda, Maryland	$147M	-$435K	6	0.64%	Reduced
200	AAM Alpine Associates Management Palm Beach, Florida	$147M	-$90.5M	1	4.56%	Reduced