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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	Thrivent Financial for Lutherans Minneapolis, Minnesota	$140M	-$4.52M	12	0.78%	Reduced
202	Cambiar Investors Denver, Colorado	$140M	+$310K	1	2.13%	Increased
203	TD Asset Management Toronto, Ontario, Canada	$138M	+$32M	9	0.23%	Increased
204	Todd Asset Management Louisville, Kentucky	$137M	+$18.8M	5	3.81%	Increased
205	H Hexavest Montreal, Quebec, Canada	$137M	+$1.23M	6	2.04%	Increased
206	Soros Fund Management New York	$135M	-$36.4M	1	1.47%	Reduced
207	GGHC Gilder Gagnon Howe & Co New York	$133M	+$95.8K	2	1.99%	Increased
208	Gabelli Funds Rye, New York	$133M	-$15.2M	7	0.65%	Reduced
209	ABC Anchor Bolt Capital Chicago, Illinois	$133M	+$28.3M	4	7.6%	Increased
210	RS Investment Management San Francisco, California	$132M	+$33.3M	4	1.18%	Increased
211	Baird Milwaukee, Wisconsin	$127M	+$78.3M	11	1.35%	Increased
212	Nordea Investment Management Stockholm, Sweden	$126M	+$1.21M	8	0.47%	Increased
213	Retirement Systems of Alabama Montgomery, Alabama	$126M	-$126K	5	0.67%	Reduced
214	Stockbridge Partners Boston, Massachusetts	$124M	-$16.6M	1	6.6%	Reduced
215	Chevy Chase Trust Bethesda, Maryland	$124M	-$1.77M	7	0.77%	Reduced
216	Public Employees Retirement Association of Colorado Denver, Colorado	$124M	-$540K	13	1.02%	Reduced
217	HAM HHR Asset Management Berkeley Heights, New Jersey	$124M	+$33.9M	1	4.68%	Increased
218	RCM Roystone Capital Management New York	$123M	-$39M	1	4.88%	Reduced
219	Mondrian Investment Partners London, United Kingdom	$122M	+$35M	4	1.97%	Increased
220	WI WBI Investments Red Bank, New Jersey	$122M	+$89.6M	2	3.31%	Increased
221	Aviva London, United Kingdom	$121M	-$896K	9	0.94%	Reduced
222	AL AJO LP Philadelphia, Pennsylvania	$121M	-$23.6M	4	0.51%	Reduced
223	Nuveen Charlotte, North Carolina	$120M	+$21.8M	9	0.68%	Increased
224	JP Morgan Private Wealth Advisors San Francisco, California	$120M	+$33M	11	1.43%	Increased
225	EC Eminence Capital New York	$118M	-$11.8M	1	1.72%	Reduced