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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	DSM Capital Partners Palm Beach Gardens, Florida	$136M	-$4.13M	1	2.34%	Reduced
202	DZ Bank Frankfurt Am Main, Germany	$135M	+$133M	10	0.65%	New
203	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$135M	$0	1	13.25%	Maintained
204	USSCPF United States Steel & Carnegie Pension Fund New York	$133M	$0	2	3.95%	Maintained
205	Todd Asset Management Louisville, Kentucky	$132M	-$7.39M	6	3.98%	Reduced
206	State of Tennessee, Department of Treasury Nashville, Tennessee	$132M	-$21.3M	9	0.7%	Reduced
207	HCM Highfields Capital Management Boston, Massachusetts	$132M	+$11.8M	1	1.1%	Increased
208	CC Carlson Capital Dallas, Texas	$131M	+$131M	2	1.57%	Increased
209	FTCM Fir Tree Capital Management New York	$131M	+$133M	1	5.27%	New
210	Royce & Associates New York	$130M	+$5.31M	7	0.84%	Increased
211	Wedge Capital Management Charlotte, North Carolina	$126M	+$37.4M	5	1.22%	Increased
212	Glenmede Trust Philadelphia, Pennsylvania	$126M	+$18.8M	17	0.68%	Increased
213	SEI Investments Oaks, Pennsylvania	$126M	-$48.1M	19	0.61%	Reduced
214	Bessemer Group Woodbridge, New Jersey	$123M	-$84.5M	15	0.57%	Reduced
215	Jane Street New York	$122M	+$76.6M	12	0.53%	Increased
216	Zevenbergen Capital Investments Edmonds, Washington	$121M	-$4.06M	1	5.68%	Reduced
217	WCMNY Westchester Capital Management (New York) Valhalla, New York	$121M	+$94.4M	2	3.05%	Increased
218	Eaton Vance Management Boston, Massachusetts	$118M	-$7.75M	8	0.33%	Reduced
219	SG Americas Securities New York	$118M	+$32.1M	17	0.99%	Increased
220	BWA Brave Warrior Advisors New York	$116M	-$4.27M	1	5.52%	Reduced
221	ArrowMark Colorado Holdings Denver, Colorado	$116M	+$18.4M	2	1.83%	Increased
222	Bridgeway Capital Management Houston, Texas	$115M	+$15.1M	6	1.51%	Increased
223	ACI AMP Capital Investors Sydney, Australia	$115M	-$6.12M	12	0.69%	Reduced
224	Cooke & Bieler Philadelphia, Pennsylvania	$113M	-$1.85M	1	2.25%	Reduced
225	SCCM Schafer Cullen Capital Management New York	$113M	-$16.2M	4	1.53%	Reduced