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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	VM Valinor Management New York	$134M	-$46.7M	1	3.66%	Reduced
202	Thrivent Financial for Lutherans Minneapolis, Minnesota	$134M	-$105K	10	0.75%	Reduced
203	RIM Rainier Investment Management Seattle, Washington	$133M	-$59M	2	2.06%	Reduced
204	Nordea Investment Management Stockholm, Sweden	$132M	+$517K	7	0.55%	Increased
205	SEI Trust Company Oaks, Pennsylvania	$131M	+$20.4M	10	1.26%	Increased
206	HAM HHR Asset Management Berkeley Heights, New Jersey	$129M	-$62.8K	1	5.11%	Reduced
207	Arrowstreet Capital Boston, Massachusetts	$128M	-$18.6M	8	0.66%	Reduced
208	Chevy Chase Trust Bethesda, Maryland	$127M	-$1.65M	6	0.88%	Reduced
209	Stifel Financial St. Louis, Missouri	$127M	+$25.7M	11	1.14%	Increased
210	Aviva London, United Kingdom	$126M	+$2.76M	8	0.97%	Increased
211	AL AJO LP Philadelphia, Pennsylvania	$126M	+$9.83M	4	0.54%	Increased
212	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$126M	+$337K	4	1%	Increased
213	KeyBank National Association Cleveland, Ohio	$124M	-$10.9M	9	0.82%	Reduced
214	LM Lasry Marc	$122M	$0	2	7.89%	Maintained
215	C Consulta London, United Kingdom	$122M	-$15.4M	1	11.38%	Reduced
216	Jane Street New York	$122M	+$98.8M	13	1.55%	Increased
217	GC GMT Capital Atlanta, Georgia	$121M	-$1.39M	2	2.51%	Reduced
218	Regions Financial Corp Birmingham, Alabama	$121M	+$13.2M	9	1.48%	Increased
219	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$119M	+$8.68M	7	0.67%	Increased
220	Bessemer Group Woodbridge, New Jersey	$119M	+$36.4M	11	0.73%	Increased
221	RIG Roosevelt Investment Group New York	$118M	+$52.5M	3	5.03%	Increased
222	Davenport & Co Richmond, Virginia	$118M	+$1.18M	6	2.01%	Increased
223	Nomura Holdings Tokyo, Japan	$118M	+$2.35M	15	0.03%	Increased
224	Factory Mutual Insurance Waltham, Massachusetts	$117M	+$7.3M	3	1.6%	Increased
225	Wasatch Advisors Salt Lake City, Utah	$117M	-$30.6M	4	1.13%	Reduced