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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	Berkshire Hathaway Omaha, Nebraska	$1.74B	$0	1	1.18%	Maintained
27	Ameriprise Minneapolis, Minnesota	$1.71B	-$382M	20	0.93%	Reduced
28	Capital World Investors Los Angeles, California	$1.65B	+$531M	3	0.41%	Increased
29	Capital Research Global Investors Los Angeles, California	$1.63B	+$389M	7	0.53%	Increased
30	Wells Fargo San Francisco, California	$1.51B	-$54.7M	25	0.53%	Reduced
31	Jennison Associates New York	$1.48B	-$316M	6	1.65%	Reduced
32	Bank of Montreal Toronto, Ontario, Canada	$1.24B	-$25.6M	21	1.31%	Reduced
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.18B	-$235M	23	0.95%	Reduced
34	Allianz Asset Management Munich, Germany	$1.12B	-$291M	15	1%	Reduced
35	AllianceBernstein Nashville, Tennessee	$1.1B	+$43.1M	17	0.92%	Increased
36	Legal & General Group London, United Kingdom	$1.05B	+$450M	17	0.98%	Increased
37	UBS AM Chicago, Illinois	$971M	-$6.73M	16	1.09%	Reduced
38	Lazard Asset Management New York	$922M	-$380M	5	1.88%	Reduced
39	Royal Bank of Canada Toronto, Ontario, Canada	$922M	+$38.2M	23	0.5%	Increased
40	TIAA CREF Investment Management New York	$906M	-$222M	17	0.68%	Reduced
41	American Century Companies Kansas City, Missouri	$884M	-$42.8M	10	0.95%	Reduced
42	HBK Investments Dallas, Texas	$848M	+$830M	7	8.2%	Increased
43	Pentwater Capital Management Naples, Florida	$838M	+$762M	1	10.72%	Increased
44	AQR Capital Management Greenwich, Connecticut	$819M	+$28.2M	14	1.13%	Increased
45	UBS Group Zurich, Switzerland	$816M	-$106M	27	0.45%	Reduced
46	Soroban Capital Partners New York	$799M	+$290M	1	4.9%	Increased
47	Russell Investments Group London, United Kingdom	$798M	+$760M	19	1.56%	New
48	LSV Asset Management Chicago, Illinois	$797M	-$53.4M	10	1.47%	Reduced
49	Swiss National Bank Zurich, Switzerland	$765M	+$7.78M	15	1.21%	Increased
50	Credit Suisse Zurich, Switzerland	$746M	-$91.8M	21	0.74%	Reduced