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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	TIAA CREF Investment Management New York	$1.52B	+$19.8M	16	1.08%	Increased
27	Goldman Sachs New York	$1.5B	-$88.1M	20	0.48%	Reduced
28	Janus Henderson Investors US Denver, Colorado	$1.43B	+$91.4M	8	1.3%	Increased
29	Allianz Asset Management Munich, Germany	$1.42B	-$76M	12	1.71%	Reduced
30	Geode Capital Management Boston, Massachusetts	$1.34B	+$26.7M	17	0.87%	Increased
31	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.34B	+$177M	20	0.51%	Increased
32	Berkshire Hathaway Omaha, Nebraska	$1.28B	+$245M	1	1.18%	Increased
33	Baillie Gifford & Co Edinburgh, United Kingdom	$1.26B	-$33.7M	1	2.76%	Reduced
34	OppenheimerFunds New York	$1.22B	+$51.1M	11	1.34%	Increased
35	AllianceBernstein Nashville, Tennessee	$1.17B	+$182M	17	0.98%	Increased
36	Jennison Associates New York	$1.16B	+$33.8M	4	1.07%	Increased
37	Capital World Investors Los Angeles, California	$1.12B	+$45.7M	3	0.32%	Increased
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.1B	+$15M	21	0.68%	Increased
39	Managed Account Advisors Jersey City, New Jersey	$1.05B	+$128M	16	1.17%	Increased
40	ClearBridge Investments New York	$1.04B	+$83M	9	1.14%	Increased
41	Russell Frank Company Seattle, Washington	$970M	-$111M	18	1.72%	Reduced
42	Pzena Investment Management New York	$849M	+$40M	3	4.64%	Increased
43	Hotchkis & Wiley Capital Management Los Angeles, California	$821M	+$153M	6	2.98%	Increased
44	UBS AM Chicago, Illinois	$806M	+$24.3M	14	0.8%	Increased
45	UBS Zurich, Switzerland	$775M	+$127M	22	0.57%	Increased
46	Appaloosa Management Miami Beach, Florida	$756M	+$234M	3	11.14%	Increased
47	Primecap Management Pasadena, California	$686M	+$36.9M	2	0.73%	Increased
48	BlackRock Advisors Wilmington, Delaware	$676M	-$219M	17	0.67%	Reduced
49	Neuberger Berman Group New York	$673M	-$205M	12	0.69%	Reduced
50	Longview Partners St Peter Port, Guernsey	$665M	-$10M	1	5.29%	Reduced