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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	Massachusetts Financial Services Boston, Massachusetts	$1.62B	+$14.7M	6	0.84%	Increased
27	BlackRock Group London, United Kingdom	$1.61B	-$17.4M	16	0.87%	Reduced
28	Bank of Montreal Toronto, Ontario, Canada	$1.6B	+$971M	21	1.7%	Increased
29	Berkshire Hathaway Omaha, Nebraska	$1.57B	$0	1	1.22%	Maintained
30	Geode Capital Management Boston, Massachusetts	$1.55B	+$57.1M	24	0.82%	Increased
31	Allianz Asset Management Munich, Germany	$1.47B	-$108M	13	1.67%	Reduced
32	Capital World Investors Los Angeles, California	$1.43B	-$81.6M	3	0.4%	Reduced
33	Capital Research Global Investors Los Angeles, California	$1.32B	-$190M	7	0.46%	Reduced
34	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.32B	-$321M	24	0.99%	Reduced
35	TIAA CREF Investment Management New York	$1.25B	-$252M	15	0.96%	Reduced
36	AllianceBernstein Nashville, Tennessee	$1.02B	+$177M	16	0.86%	Increased
37	Lazard Asset Management New York	$942M	+$385M	8	2.06%	Increased
38	American Century Companies Kansas City, Missouri	$927M	-$33.8M	13	1.08%	Reduced
39	Carlyle Group Washington, District of Columbia	$894M	$0	1	11.21%	Maintained
40	UBS Group Zurich, Switzerland	$886M	+$25M	24	0.59%	Increased
41	Artisan Partners Milwaukee, Wisconsin	$877M	-$5.57M	3	1.82%	Reduced
42	Waddell & Reed Financial Overland Park, Kansas	$860M	-$108M	3	1.61%	Reduced
43	Hotchkis & Wiley Capital Management Los Angeles, California	$835M	-$25M	6	3.51%	Reduced
44	Russell Frank Company Seattle, Washington	$833M	+$21.1M	19	1.46%	Increased
45	LSV Asset Management Chicago, Illinois	$826M	+$80.7M	10	1.73%	Increased
46	Credit Suisse Zurich, Switzerland	$776M	-$163M	19	0.93%	Reduced
47	UBS AM Chicago, Illinois	$766M	+$158M	14	0.89%	Increased
48	Longview Partners St Peter Port, Guernsey	$684M	+$34.8M	1	4.55%	Increased
49	ClearBridge Investments New York	$666M	+$48.6M	9	0.8%	Increased
50	Royal Bank of Canada Toronto, Ontario, Canada	$665M	-$78.8M	20	0.41%	Reduced