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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	Brandes Investment Partners La Jolla, California	$145M	-$24M	2	3.09%	Reduced
202	Royce & Associates New York	$145M	-$459K	10	1.01%	Reduced
203	Gabelli Funds Rye, New York	$144M	+$32.9M	8	0.86%	Increased
204	Chevy Chase Trust Bethesda, Maryland	$143M	-$2.44M	6	0.64%	Reduced
205	PC Paulson & Co New York	$143M	-$27.4M	1	3.13%	Reduced
206	Natixis Advisors Boston, Massachusetts	$142M	+$2.29M	12	1.41%	Increased
207	Aviva London, United Kingdom	$142M	-$19M	8	0.87%	Reduced
208	Jefferies Group New York	$142M	+$64.5M	13	0.76%	Increased
209	M&T Bank Buffalo, New York	$141M	+$474K	12	0.76%	Increased
210	Commerzbank Aktiengesellschaft Frankfurt, Germany	$141M	+$51M	9	1.45%	Increased
211	Panagora Asset Management Boston, Massachusetts	$138M	-$39.7M	13	0.54%	Reduced
212	PGGM Investments Zeist, Netherlands	$137M	-$7.62M	4	0.77%	Reduced
213	Waddell & Reed Financial Overland Park, Kansas	$136M	-$9.23M	3	0.31%	Reduced
214	BHG Blue Harbour Group Greenwich, Connecticut	$135M	+$70.9M	1	4.68%	Increased
215	Retirement Systems of Alabama Montgomery, Alabama	$131M	-$1.39M	6	0.65%	Reduced
216	CCM Criterion Capital Management San Francisco, California	$131M	-$7.62M	3	9.06%	Reduced
217	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$131M	+$15.6M	10	1.58%	Increased
218	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$130M	+$2.96M	1	7.64%	Increased
219	Todd Asset Management Louisville, Kentucky	$130M	+$9.89M	4	3.59%	Increased
220	Mackenzie Financial Toronto Ontario, Ontario, Canada	$127M	-$14.2M	7	0.32%	Reduced
221	Public Employees Retirement Association of Colorado Denver, Colorado	$126M	-$8.21M	11	0.84%	Reduced
222	ACM Ashe Capital Management Englewood Cliffs, New Jersey	$124M	$0	1	10.24%	Maintained
223	Jane Street New York	$124M	+$54.2M	22	0.32%	Increased
224	IAM Iridian Asset Management Westport, Connecticut	$123M	+$61.3M	1	1.11%	Increased
225	Frontier Capital Management Boston, Massachusetts	$123M	-$9.29M	4	0.9%	Reduced