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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	Janus Henderson Investors US Denver, Colorado	$2.02B	+$313M	8	1.66%	Increased
27	Capital Research Global Investors Los Angeles, California	$1.97B	-$162M	7	0.65%	Reduced
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.91B	+$190M	24	1.22%	Increased
29	Allianz Asset Management Munich, Germany	$1.77B	+$200M	12	1.88%	Increased
30	BlackRock Group London, United Kingdom	$1.75B	+$13M	16	0.95%	Increased
31	TIAA CREF Investment Management New York	$1.67B	-$102M	17	1.19%	Reduced
32	Waddell & Reed Financial Overland Park, Kansas	$1.59B	+$100M	6	2.28%	Increased
33	Geode Capital Management Boston, Massachusetts	$1.57B	+$18.9M	21	0.9%	Increased
34	Managed Account Advisors Jersey City, New Jersey	$1.53B	+$111M	17	1.26%	Increased
35	Capital World Investors Los Angeles, California	$1.48B	+$120M	3	0.4%	Increased
36	Berkshire Hathaway Omaha, Nebraska	$1.37B	$0	1	1.25%	Maintained
37	AllianceBernstein Nashville, Tennessee	$1.34B	+$80.1M	16	1.11%	Increased
38	OppenheimerFunds New York	$1.04B	-$191M	8	1.2%	Reduced
39	Loomis, Sayles & Company Boston, Massachusetts	$1.01B	-$7.79M	7	2.75%	Reduced
40	Russell Frank Company Seattle, Washington	$988M	+$87.3M	20	1.59%	Increased
41	Susquehanna International Group Bala Cynwyd, Pennsylvania	$924M	+$124M	22	0.39%	Increased
42	Hotchkis & Wiley Capital Management Los Angeles, California	$903M	-$26.2M	6	3.18%	Reduced
43	Artisan Partners Milwaukee, Wisconsin	$900M	-$4.7M	4	1.66%	Reduced
44	Longview Partners St Peter Port, Guernsey	$891M	-$55.4M	1	5.85%	Reduced
45	Pzena Investment Management New York	$840M	-$46.8M	3	4.74%	Reduced
46	UBS AM Chicago, Illinois	$819M	+$25.5M	15	0.78%	Increased
47	BlackRock Advisors Wilmington, Delaware	$813M	-$46.2M	18	0.85%	Reduced
48	ClearBridge Investments New York	$811M	-$2.03M	7	0.86%	Reduced
49	Appaloosa Management Miami Beach, Florida	$790M	+$108M	2	19.56%	Increased
50	Credit Suisse Zurich, Switzerland	$772M	+$32M	21	0.75%	Increased