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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	Soroban Capital Partners New York	$137M	-$30.8M	1	0.94%	Reduced
202	Foresters Investment Management New York	$137M	-$4.65M	5	2.6%	Reduced
203	VIP Vantage Investment Partners Kansas City, Missouri	$137M	-$1.05M	2	37.69%	Reduced
204	Chevy Chase Trust Bethesda, Maryland	$137M	+$1.98M	7	0.82%	Increased
205	SCCM Schafer Cullen Capital Management New York	$137M	+$2.3M	4	1.41%	Increased
206	Mondrian Investment Partners London, United Kingdom	$136M	+$5.67M	4	2.31%	Increased
207	Pictet Asset Management (UK) London, United Kingdom	$135M	+$23.8M	5	0.55%	Increased
208	Nuveen Charlotte, North Carolina	$135M	-$2.03M	9	0.72%	Reduced
209	Castleark Management Chicago, Illinois	$133M	-$87.5M	4	3.55%	Reduced
210	LM Lasry Marc	$131M	-$939K	3	14.26%	Reduced
211	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$130M	+$15.3M	1	18.1%	Increased
212	DSM Capital Partners Palm Beach Gardens, Florida	$128M	-$2.49M	1	2.19%	Reduced
213	Retirement Systems of Alabama Montgomery, Alabama	$127M	+$571K	5	0.69%	Increased
214	Aperio Group Sausalito, California	$127M	+$15M	17	1.31%	Increased
215	Maverick Capital Dallas, Texas	$127M	+$79.4M	2	1.94%	Increased
216	SEI Investments Oaks, Pennsylvania	$125M	+$4.64M	17	1.13%	Increased
217	Stockbridge Partners Boston, Massachusetts	$125M	-$245K	1	6.7%	Reduced
218	Miller Howard Investments Kingston, New York	$125M	+$21.7M	2	1.68%	Increased
219	Gotham Asset Management New York	$124M	-$36.4M	8	1.04%	Reduced
220	Westwood Holdings Group Dallas, Texas	$124M	+$4.07M	3	0.93%	Increased
221	City National Bank Beverly Hills, Delaware	$123M	+$8.06M	6	1.01%	Increased
222	H Hexavest Montreal, Quebec, Canada	$123M	-$3.29M	6	2.04%	Reduced
223	OA Omega Advisors New York	$122M	+$65.1M	1	1.95%	Increased
224	VM Valinor Management New York	$121M	-$5.3M	1	3.22%	Reduced
225	Discovery Capital Management South Norwalk, Connecticut	$121M	+$69.8M	2	1.43%	Increased