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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	Goldman Sachs New York	$1.7B	-$254M	18	0.56%	Reduced
27	BNP Paribas Financial Markets Paris, France	$1.63B	+$2.29B	15	1.26%	Increased
28	BlackRock Group London, United Kingdom	$1.63B	+$24.7M	16	1.02%	Increased
29	Janus Henderson Investors US Denver, Colorado	$1.61B	-$316K	8	1.5%	Reduced
30	Allianz Asset Management Munich, Germany	$1.57B	-$46.1M	13	1.89%	Reduced
31	Geode Capital Management Boston, Massachusetts	$1.41B	+$67M	17	0.94%	Increased
32	Capital World Investors Los Angeles, California	$1.35B	-$354M	4	0.39%	Reduced
33	AllianceBernstein Nashville, Tennessee	$1.34B	-$151M	19	1.15%	Reduced
34	BlackRock Advisors Wilmington, Delaware	$1.22B	-$281M	16	1.2%	Reduced
35	ClearBridge Investments New York	$1.12B	+$44.9M	9	1.33%	Increased
36	OppenheimerFunds New York	$1.11B	+$141M	13	1.31%	Increased
37	Neuberger Berman Group New York	$1.07B	+$231M	11	1.09%	Increased
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.04B	-$197M	22	0.74%	Reduced
39	Berkshire Hathaway Omaha, Nebraska	$1.03B	-$367M	1	0.98%	Reduced
40	Managed Account Advisors Jersey City, New Jersey	$1B	+$61.3M	17	1.3%	Increased
41	Russell Frank Company Seattle, Washington	$998M	-$56.9M	15	1.76%	Reduced
42	Susquehanna International Group Bala Cynwyd, Pennsylvania	$962M	+$304M	17	0.45%	Increased
43	Pzena Investment Management New York	$927M	-$21.2M	4	5.31%	Reduced
44	Jennison Associates New York	$912M	+$113M	5	0.87%	Increased
45	Loomis, Sayles & Company Boston, Massachusetts	$876M	+$16.7M	8	2.48%	Increased
46	UBS AM Chicago, Illinois	$832M	+$39.1M	14	0.89%	Increased
47	Baillie Gifford & Co Edinburgh, United Kingdom	$831M	-$52.5M	1	1.96%	Reduced
48	Longview Partners St Peter Port, Guernsey	$778M	-$14.1M	1	6.04%	Reduced
49	Primecap Management Pasadena, California	$744M	-$1.67M	2	0.84%	Reduced
50	Fred Alger Management New York	$741M	-$35M	9	3.67%	Reduced