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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	Dimensional Fund Advisors Austin, Texas	$1.69B	+$141M	18	1.31%	Increased
27	Berkshire Hathaway Omaha, Nebraska	$1.63B	$0	1	1.56%	Maintained
28	BlackRock Group London, United Kingdom	$1.61B	-$50.7M	16	1.04%	Reduced
29	BlackRock Advisors Wilmington, Delaware	$1.56B	+$232M	16	1.5%	Increased
30	Allianz Asset Management Munich, Germany	$1.54B	+$86.2M	12	1.97%	Increased
31	Bain Capital Investors Boston, Massachusetts	$1.54B	-$935M	2	14.56%	Reduced
32	AllianceBernstein Nashville, Tennessee	$1.51B	+$240M	19	1.35%	Increased
33	Janus Henderson Investors US Denver, Colorado	$1.46B	-$66M	8	1.38%	Reduced
34	Geode Capital Management Boston, Massachusetts	$1.36B	+$127M	18	0.94%	Increased
35	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.27B	+$138M	20	0.91%	Increased
36	ClearBridge Investments New York	$1.18B	+$113M	8	1.47%	Increased
37	Russell Frank Company Seattle, Washington	$986M	+$34.9M	16	1.81%	Increased
38	Loomis, Sayles & Company Boston, Massachusetts	$985M	+$616M	8	2.96%	Increased
39	Pzena Investment Management New York	$982M	+$169M	4	5.73%	Increased
40	OppenheimerFunds New York	$946M	-$633M	12	1.15%	Reduced
41	Managed Account Advisors Jersey City, New Jersey	$916M	+$98.8M	17	1.23%	Increased
42	Neuberger Berman Group New York	$894M	+$471M	12	0.92%	Increased
43	GC Greenlight Capital New York	$888M	-$9.47M	3	12.18%	Reduced
44	Credit Suisse Zurich, Switzerland	$807M	+$23.7M	19	0.73%	Increased
45	UBS AM Chicago, Illinois	$794M	+$148M	14	0.91%	Increased
46	Fred Alger Management New York	$723M	+$174M	10	3.68%	Increased
47	Primecap Management Pasadena, California	$717M	-$14.3M	2	0.86%	Reduced
48	Longview Partners St Peter Port, Guernsey	$702M	+$36M	1	5.83%	Increased
49	Susquehanna International Group Bala Cynwyd, Pennsylvania	$664M	+$117M	20	0.31%	Increased
50	Kohlberg Kravis Roberts & Co New York	$657M	-$366M	2	11.05%	Reduced