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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	AL AJO LP Philadelphia, Pennsylvania	$122M	+$11.3M	4	0.54%	Increased
202	CCM Cantillon Capital Management New York	$121M	+$129M	1	2.74%	New
203	Stockbridge Partners Boston, Massachusetts	$121M	-$14.5M	1	6.71%	Reduced
204	Retirement Systems of Alabama Montgomery, Alabama	$117M	+$1.55M	5	0.65%	Increased
205	Chevy Chase Trust Bethesda, Maryland	$116M	+$7.85M	7	0.75%	Increased
206	Stifel Financial St. Louis, Missouri	$116M	+$7.95M	11	1.01%	Increased
207	Nordea Investment Management Stockholm, Sweden	$116M	-$2.85M	6	0.46%	Reduced
208	Aviva London, United Kingdom	$115M	+$3.8M	8	0.91%	Increased
209	Public Employees Retirement Association of Colorado Denver, Colorado	$113M	+$26.5M	13	0.97%	Increased
210	EC Eminence Capital New York	$111M	+$53.5M	1	1.63%	Increased
211	Comerica Bank Dallas, Texas	$111M	-$25.7M	14	0.98%	Reduced
212	EA Euclid Advisors Hartford, Connecticut	$110M	+$83.3M	6	0.79%	Increased
213	Regions Financial Corp Birmingham, Alabama	$107M	+$5.72M	10	1.34%	Increased
214	TGA Trilogy Global Advisors Winter Park, Florida	$105M	-$16.2M	1	2.23%	Reduced
215	CLM ClearBridge LLC (Maryland) Baltimore, Maryland	$105M	+$34.6M	3	1.95%	Increased
216	Millennium Management New York	$104M	-$115M	19	0.26%	Reduced
217	MVP Miller Value Partners Sarasota, Florida	$104M	+$6.78M	3	4.18%	Increased
218	Panagora Asset Management Boston, Massachusetts	$104M	+$49.8M	14	0.51%	Increased
219	GC GMT Capital Atlanta, Georgia	$104M	+$84.6K	2	2.23%	Increased
220	Todd Asset Management Louisville, Kentucky	$103M	-$5.28M	5	2.95%	Reduced
221	Nomura Holdings Tokyo, Japan	$103M	-$1.88M	16	0.28%	Reduced
222	LM Lasry Marc	$103M	$0	2	8.76%	Maintained
223	Aperio Group Sausalito, California	$101M	+$11.3M	15	1.37%	Increased
224	SEI Trust Company Oaks, Pennsylvania	$101M	-$19.6M	8	0.98%	Reduced
225	Pictet Asset Management (UK) London, United Kingdom	$101M	+$8.08M	6	0.49%	Increased