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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
26	BlackRock Group London, United Kingdom	$1.6B	+$324M	16	1.07%	Increased
27	OppenheimerFunds New York	$1.53B	+$749M	11	1.01%	Increased
28	Allianz Asset Management Munich, Germany	$1.52B	+$151M	13	2.02%	Increased
29	Capital World Investors Los Angeles, California	$1.51B	-$310M	5	0.46%	Reduced
30	Janus Henderson Investors US Denver, Colorado	$1.49B	+$112M	8	1.48%	Increased
31	Berkshire Hathaway Omaha, Nebraska	$1.44B	$0	1	1.56%	Maintained
32	BNP Paribas Financial Markets Paris, France	$1.38B	+$1.12B	16	1%	Increased
33	Dimensional Fund Advisors Austin, Texas	$1.37B	+$107M	18	1.19%	Increased
34	AllianceBernstein Nashville, Tennessee	$1.23B	+$121M	19	1.21%	Increased
35	BlackRock Advisors Wilmington, Delaware	$1.22B	+$109M	16	1.23%	Increased
36	Geode Capital Management Boston, Massachusetts	$1.21B	+$94.5M	14	0.97%	Increased
37	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.08B	+$68M	20	0.8%	Increased
38	ClearBridge Investments New York	$1.01B	+$80.1M	8	1.41%	Increased
39	Russell Frank Company Seattle, Washington	$925M	+$36.2M	18	1.63%	Increased
40	Kohlberg Kravis Roberts & Co New York	$863M	-$304M	1	16.3%	Reduced
41	Baillie Gifford & Co Edinburgh, United Kingdom	$836M	+$295M	1	2.11%	Increased
42	American Century Companies Kansas City, Missouri	$825M	-$12.8M	10	1.03%	Reduced
43	GC Greenlight Capital New York	$808M	$0	2	13.39%	Maintained
44	Elliott Management New York	$801M	-$238M	1	14.72%	Reduced
45	Primecap Management Pasadena, California	$772M	-$43.1M	2	1.02%	Reduced
46	Managed Account Advisors Jersey City, New Jersey	$770M	+$23.7M	18	1.13%	Increased
47	Credit Suisse Zurich, Switzerland	$732M	+$12.1M	19	0.73%	Increased
48	Pzena Investment Management New York	$710M	-$208M	3	4.59%	Reduced
49	Longview Partners St Peter Port, Guernsey	$646M	-$8.11M	1	6%	Reduced
50	UBS AM Chicago, Illinois	$606M	+$28.3M	13	0.75%	Increased