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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	$1.72B	-$94.4M	17	0.87%	Reduced
27	Geode Capital Management Boston, Massachusetts	$1.62B	+$70.1M	24	0.82%	Increased
28	Berkshire Hathaway Omaha, Nebraska	$1.59B	$0	1	1.23%	Maintained
29	Wells Fargo San Francisco, California	$1.53B	-$36.2M	25	0.56%	Reduced
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.35B	-$122M	24	0.96%	Reduced
31	Lazard Asset Management New York	$1.34B	+$245M	7	2.67%	Increased
32	Allianz Asset Management Munich, Germany	$1.34B	-$27.6M	14	1.3%	Reduced
33	Bank of Montreal Toronto, Ontario, Canada	$1.31B	-$385M	19	1.43%	Reduced
34	Capital Research Global Investors Los Angeles, California	$1.15B	-$116M	5	0.38%	Reduced
35	TIAA CREF Investment Management New York	$1.12B	-$87M	17	0.7%	Reduced
36	AllianceBernstein Nashville, Tennessee	$1.06B	+$2.62M	16	0.9%	Increased
37	Capital World Investors Los Angeles, California	$1.03B	-$437M	3	0.27%	Reduced
38	Arrowstreet Capital Boston, Massachusetts	$971M	+$46.4M	11	3.17%	Increased
39	UBS AM Chicago, Illinois	$970M	+$31.3M	14	1.04%	Increased
40	American Century Companies Kansas City, Missouri	$954M	-$10.5M	11	1.05%	Reduced
41	UBS Group Zurich, Switzerland	$888M	+$127M	26	0.53%	Increased
42	Waddell & Reed Financial Overland Park, Kansas	$887M	-$42.1M	3	1.84%	Reduced
43	Royal Bank of Canada Toronto, Ontario, Canada	$870M	+$116M	22	0.49%	Increased
44	Emerald Acquisition Seattle, Washington	$870M	-$85.8M	19	1.68%	Reduced
45	LSV Asset Management Chicago, Illinois	$816M	-$45M	10	1.6%	Reduced
46	Credit Suisse Zurich, Switzerland	$805M	+$78.4M	22	0.76%	Increased
47	Hotchkis & Wiley Capital Management Los Angeles, California	$754M	-$167M	6	3.15%	Reduced
48	Swiss National Bank Zurich, Switzerland	$733M	-$15.2K	15	1.17%	Reduced
49	AQR Capital Management Greenwich, Connecticut	$723M	+$286M	14	1.11%	Increased
50	Artisan Partners Milwaukee, Wisconsin	$663M	-$217M	2	1.32%	Reduced