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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	ACI AMP Capital Investors Sydney, Australia	$135M	+$10.7M	10	0.95%	Increased
202	GC GMT Capital Atlanta, Georgia	$135M	-$5.81M	2	2.85%	Reduced
203	Atalanta Sosnoff Capital New York	$135M	+$12M	2	2.9%	Increased
204	Retirement Systems of Alabama Montgomery, Alabama	$132M	+$102K	5	0.78%	Increased
205	TGA Trilogy Global Advisors Winter Park, Florida	$131M	-$11.5M	1	2.68%	Reduced
206	Royce & Associates New York	$130M	-$2.92M	4	0.37%	Reduced
207	Renaissance Technologies New York	$129M	-$95.2M	11	0.31%	Reduced
208	TCG Tremblant Capital Group West Palm Beach, Florida	$129M	+$51.6M	1	4.05%	Increased
209	LBG Lloyds Banking Group London, United Kingdom	$127M	+$15M	4	1.15%	Increased
210	Canada Life Winnipeg, Manitoba, Canada	$127M	+$26.7M	13	0.45%	Increased
211	SFM Systematic Financial Management Teaneck, New Jersey	$127M	-$70.8M	4	0.93%	Reduced
212	Artisan Partners Milwaukee, Wisconsin	$125M	-$133M	1	0.22%	Reduced
213	Disciplined Growth Investors Minneapolis, Minnesota	$124M	+$516K	1	3.23%	Increased
214	PHS PFM Health Sciences San Francisco, California	$123M	-$63.6M	1	2.48%	Reduced
215	SC Stralem & Co New York	$123M	-$18.2M	1	3.69%	Reduced
216	State of Tennessee, Department of Treasury Nashville, Tennessee	$123M	+$5.54M	8	0.7%	Increased
217	SIM Stelliam Investment Management New York	$122M	+$16.8M	2	4.97%	Increased
218	Chevy Chase Trust Bethesda, Maryland	$121M	+$6.89M	6	0.88%	Increased
219	GGHC Gilder Gagnon Howe & Co New York	$121M	-$4.66M	1	1.72%	Reduced
220	RCM Redwood Capital Management New York	$119M	+$28.8M	5	14%	Increased
221	SEI Trust Company Oaks, Pennsylvania	$119M	+$7.85M	11	1.13%	Increased
222	Munder Capital Management Birmingham, Michigan	$118M	+$12.3M	3	0.86%	Increased
223	Haverford Trust Company Radnor, Pennsylvania	$118M	-$1.03M	2	3.32%	Reduced
224	HI Honeywell International Charlotte, North Carolina	$118M	+$80.6M	6	2.83%	Increased
225	Korea Investment Corp Seoul, South Korea	$116M	+$29.7M	6	1.1%	Increased