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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	Jennison Associates New York	$1.62B	-$42.9M	4	1.78%	Reduced
27	Massachusetts Financial Services Boston, Massachusetts	$1.52B	+$91.9M	5	0.76%	Increased
28	Geode Capital Management Boston, Massachusetts	$1.45B	+$30.2M	23	0.79%	Increased
29	Wells Fargo San Francisco, California	$1.43B	-$119M	25	0.55%	Reduced
30	Capital World Investors Los Angeles, California	$1.42B	+$115M	3	0.38%	Increased
31	Berkshire Hathaway Omaha, Nebraska	$1.42B	$0	1	1.09%	Maintained
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.36B	+$165M	24	0.96%	Increased
33	Allianz Asset Management Munich, Germany	$1.28B	-$81M	13	1.37%	Reduced
34	Capital Research Global Investors Los Angeles, California	$1.15B	-$69.7M	6	0.39%	Reduced
35	TIAA CREF Investment Management New York	$1.11B	-$15.5M	17	0.85%	Reduced
36	AllianceBernstein Nashville, Tennessee	$943M	-$1.66M	16	0.81%	Reduced
37	Lazard Asset Management New York	$919M	+$57.1M	8	1.94%	Increased
38	Arrowstreet Capital Boston, Massachusetts	$883M	+$645M	9	2.92%	Increased
39	Blackstone Inc New York	$869M	+$951M	1	4.01%	New
40	Emerald Acquisition Seattle, Washington	$868M	+$911M	19	1.5%	New
41	American Century Companies Kansas City, Missouri	$863M	+$11.6M	12	0.98%	Increased
42	UBS AM Chicago, Illinois	$834M	+$137M	14	0.94%	Increased
43	LSV Asset Management Chicago, Illinois	$795M	+$17.6M	11	1.63%	Increased
44	Hotchkis & Wiley Capital Management Los Angeles, California	$795M	+$31.1M	6	3.4%	Increased
45	Artisan Partners Milwaukee, Wisconsin	$764M	+$10M	2	1.62%	Increased
46	Waddell & Reed Financial Overland Park, Kansas	$735M	-$85.7M	3	1.55%	Reduced
47	UBS Group Zurich, Switzerland	$719M	-$129M	26	0.45%	Reduced
48	BlackRock Advisors Wilmington, Delaware	$675M	+$121M	19	0.68%	Increased
49	Royal Bank of Canada Toronto, Ontario, Canada	$673M	+$35.4M	20	0.4%	Increased
50	Pzena Investment Management New York	$663M	-$1.82M	3	4.15%	Reduced