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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	Nordea Investment Management Stockholm, Sweden	$123M	+$65.6M	7	0.57%	Increased
202	Chevy Chase Trust Bethesda, Maryland	$121M	+$4.23M	6	0.87%	Increased
203	BM Bridger Management New York	$121M	$0	2	8.07%	Maintained
204	GC GMT Capital Atlanta, Georgia	$120M	-$7.46M	2	2.59%	Reduced
205	ACI AMP Capital Investors Sydney, Australia	$118M	-$23.3M	10	0.8%	Reduced
206	Raymond James & Associates St Petersburg, Florida	$118M	+$17M	13	0.81%	Increased
207	TCG Tremblant Capital Group West Palm Beach, Florida	$117M	+$9.34M	1	4.34%	Increased
208	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$117M	-$12.2M	4	1.02%	Reduced
209	Aviva London, United Kingdom	$116M	+$14.6M	8	0.94%	Increased
210	LM Lasry Marc	$115M	+$863K	2	7.48%	Increased
211	Lord, Abbett & Co Jersey City, New Jersey	$115M	-$87.7M	7	0.26%	Reduced
212	SIM Stelliam Investment Management New York	$114M	-$3.59M	2	3.78%	Reduced
213	AL AJO LP Philadelphia, Pennsylvania	$114M	-$118M	2	0.5%	Reduced
214	Foresters Investment Management New York	$114M	+$32.6M	5	2.47%	Increased
215	Artisan Partners Milwaukee, Wisconsin	$114M	+$562K	1	0.2%	Increased
216	SC Stralem & Co New York	$113M	-$8.17M	1	3.57%	Reduced
217	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$113M	+$18.4M	5	0.53%	Increased
218	HAM HHR Asset Management Berkeley Heights, New Jersey	$112M	-$32.2M	1	4.61%	Reduced
219	CCM Chieftain Capital Management New York	$112M	+$105M	1	7.45%	New
220	MLICM Metropolitan Life Insurance Company (MetLife) New York	$111M	+$2.45M	11	0.77%	Increased
221	Prudential plc London, England, United Kingdom	$110M	+$42M	3	0.49%	Increased
222	SCM Snow Capital Management Sewickley, Pennsylvania	$110M	-$694K	3	4.32%	Reduced
223	Davenport & Co Richmond, Virginia	$110M	+$5.49M	6	1.99%	Increased
224	Suntrust Banks Atlanta, Georgia	$110M	+$9.4M	12	0.4%	Increased
225	Nomura Holdings Tokyo, Japan	$109M	-$33.6M	16	0.03%	Reduced