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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	$1.71B	+$87.7M	15	0.92%	Increased
27	Bank of America Charlotte, North Carolina	$1.7B	-$307M	22	0.61%	Reduced
28	TIAA CREF Investment Management New York	$1.69B	+$87.8M	16	1.18%	Increased
29	Allianz Asset Management Munich, Germany	$1.65B	+$160M	13	1.83%	Increased
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.53B	+$375M	24	0.94%	Increased
31	Geode Capital Management Boston, Massachusetts	$1.47B	+$36M	18	0.87%	Increased
32	Berkshire Hathaway Omaha, Nebraska	$1.43B	+$31.9M	1	1.31%	Increased
33	AllianceBernstein Nashville, Tennessee	$1.29B	+$27.1M	17	1.07%	Increased
34	Capital World Investors Los Angeles, California	$1.29B	+$144M	3	0.35%	Increased
35	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.24B	-$98.9M	21	0.49%	Reduced
36	OppenheimerFunds New York	$1.19B	-$114M	10	1.32%	Reduced
37	Managed Account Advisors Jersey City, New Jersey	$1.18B	+$98.2M	16	1.16%	Increased
38	Loomis, Sayles & Company Boston, Massachusetts	$1.15B	+$731M	7	3.2%	Increased
39	Waddell & Reed Financial Overland Park, Kansas	$1.06B	-$547M	6	1.47%	Reduced
40	Jennison Associates New York	$1.02B	-$89.2M	5	0.96%	Reduced
41	Russell Frank Company Seattle, Washington	$997M	-$42.7M	19	1.74%	Reduced
42	Hotchkis & Wiley Capital Management Los Angeles, California	$890M	+$20.6M	6	3.1%	Increased
43	ClearBridge Investments New York	$882M	-$20.6M	8	0.93%	Reduced
44	Pzena Investment Management New York	$872M	+$51.5M	3	4.66%	Increased
45	UBS AM Chicago, Illinois	$821M	-$32.5M	14	0.78%	Reduced
46	Credit Suisse Zurich, Switzerland	$811M	+$168M	20	0.72%	Increased
47	Longview Partners St Peter Port, Guernsey	$782M	-$5.54M	1	5.77%	Reduced
48	UBS Group Zurich, Switzerland	$779M	+$752M	24	0.54%	New
49	BlackRock Advisors Wilmington, Delaware	$751M	+$35.2M	17	0.76%	Increased
50	Neuberger Berman Group New York	$729M	-$34.3M	12	0.76%	Reduced