← All themes

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	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.75B	+$270M	22	1.21%	Increased
27	Berkshire Hathaway Omaha, Nebraska	$1.7B	$0	1	1.29%	Maintained
28	BlackRock Group London, United Kingdom	$1.68B	+$51.5M	16	0.92%	Increased
29	Massachusetts Financial Services Boston, Massachusetts	$1.64B	-$175M	5	0.88%	Reduced
30	Capital World Investors Los Angeles, California	$1.63B	+$123M	3	0.46%	Increased
31	Allianz Asset Management Munich, Germany	$1.63B	+$143M	13	1.84%	Increased
32	Capital Research Global Investors Los Angeles, California	$1.62B	-$214M	7	0.55%	Reduced
33	TIAA CREF Investment Management New York	$1.62B	+$10.2M	15	1.21%	Increased
34	Geode Capital Management Boston, Massachusetts	$1.54B	+$49.2M	23	0.88%	Increased
35	Waddell & Reed Financial Overland Park, Kansas	$1.04B	-$199M	4	1.68%	Reduced
36	American Century Companies Kansas City, Missouri	$1.02B	+$182M	12	1.2%	Increased
37	Credit Suisse Zurich, Switzerland	$1.01B	+$310M	19	1.16%	Increased
38	Artisan Partners Milwaukee, Wisconsin	$986M	+$93.2M	3	1.94%	Increased
39	Carlyle Group Washington, District of Columbia	$929M	+$944M	1	12.26%	New
40	Hotchkis & Wiley Capital Management Los Angeles, California	$914M	-$102M	7	3.71%	Reduced
41	UBS Group Zurich, Switzerland	$884M	+$200M	24	0.57%	Increased
42	Russell Frank Company Seattle, Washington	$858M	+$15.5M	20	1.5%	Increased
43	AllianceBernstein Nashville, Tennessee	$847M	-$109M	16	0.72%	Reduced
44	BlackRock Advisors Wilmington, Delaware	$844M	+$15.8M	18	0.89%	Increased
45	OppenheimerFunds New York	$838M	-$55M	12	1.06%	Reduced
46	Susquehanna International Group Bala Cynwyd, Pennsylvania	$794M	-$86.3M	18	0.37%	Reduced
47	LSV Asset Management Chicago, Illinois	$784M	+$33.1M	9	1.7%	Increased
48	Royal Bank of Canada Toronto, Ontario, Canada	$764M	+$164M	20	0.5%	Increased
49	Longview Partners St Peter Port, Guernsey	$738M	-$54.9M	1	5.03%	Reduced
50	Pzena Investment Management New York	$669M	-$1.43M	3	4.13%	Reduced