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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
201	BM Bridger Management New York	$125M	-$55.3M	2	8.92%	Reduced
202	TGA Trilogy Global Advisors Winter Park, Florida	$123M	+$22.3M	1	2.66%	Increased
203	Credit Agricole Montrouge Cedex, France	$123M	+$119M	12	0.54%	New
204	ACM Andor Capital Management Rye Brook, New York	$123M	+$48.3M	2	9.14%	Increased
205	Castleark Management Chicago, Illinois	$121M	+$56.2M	4	3.41%	Increased
206	CCM Cadian Capital Management New York	$119M	+$42.3M	1	3.47%	Increased
207	State of Tennessee, Department of Treasury Nashville, Tennessee	$117M	+$116M	8	0.71%	New
208	CI Investments Inc Toronto, Ontario, Canada	$115M	-$2.53M	4	1.3%	Reduced
209	Royce & Associates New York	$115M	+$1.55M	4	0.34%	Increased
210	MP MSD Partners New York	$114M	+$44.3M	2	4.31%	Increased
211	British Columbia Investment Management Victoria, British Columbia, Canada	$112M	+$1.77M	7	0.94%	Increased
212	Disciplined Growth Investors Minneapolis, Minnesota	$112M	-$544K	1	3.26%	Reduced
213	Chevy Chase Trust Bethesda, Maryland	$111M	+$7.3M	7	0.91%	Increased
214	State of Michigan Retirement System Lansing, Michigan	$109M	+$24.6M	6	0.95%	Increased
215	Nomura Holdings Tokyo, Japan	$108M	+$10.7M	16	0.65%	Increased
216	Haverford Trust Company Radnor, Pennsylvania	$108M	+$1.32M	2	3.93%	Increased
217	Atalanta Sosnoff Capital New York	$107M	+$28.3M	3	2.83%	Increased
218	Factory Mutual Insurance Waltham, Massachusetts	$107M	+$845K	2	1.7%	Increased
219	MLICM Metropolitan Life Insurance Company (MetLife) New York	$106M	+$3.09M	12	0.81%	Increased
220	LBG Lloyds Banking Group London, United Kingdom	$106M	+$4.39M	4	1.09%	Increased
221	Soros Fund Management New York	$106M	+$6.23M	3	1.16%	Increased
222	Stockbridge Partners Boston, Massachusetts	$106M	-$392K	1	8.95%	Reduced
223	SCM Snow Capital Management Sewickley, Pennsylvania	$105M	+$11.4M	3	4.69%	Increased
224	TCW Group Los Angeles, California	$105M	-$20.2M	6	0.49%	Reduced
225	JP Jana Partners New York	$103M	+$34M	3	1.19%	Increased