← 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	Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia	$1.99B	$0	1	47.32%	Maintained
27	Wells Fargo San Francisco, California	$1.9B	-$11.1M	27	0.54%	Reduced
28	Nuveen Charlotte, North Carolina	$1.84B	+$187M	19	0.75%	Increased
29	Newport Trust Company Washington, District of Columbia	$1.7B	+$6.59M	1	4.52%	Increased
30	LSV Asset Management Chicago, Illinois	$1.46B	-$23.8M	11	2.42%	Reduced
31	Capital Research Global Investors Los Angeles, California	$1.45B	+$239M	4	0.48%	Increased
32	Boston Partners Boston, Massachusetts	$1.38B	+$6.6M	7	1.87%	Increased
33	Legal & General Group London, United Kingdom	$1.35B	-$469K	18	0.71%	Reduced
34	Renaissance Technologies New York	$1.34B	+$418M	22	1.13%	Increased
35	UBS AM Chicago, Illinois	$1.25B	-$8.93M	19	0.84%	Reduced
36	AllianceBernstein Nashville, Tennessee	$1.23B	+$289M	20	0.76%	Increased
37	Charles Schwab San Francisco, California	$1.15B	+$41.7M	17	0.68%	Increased
38	Allianz Asset Management Munich, Germany	$1.1B	-$81.6M	16	1.08%	Reduced
39	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.09B	-$227M	28	0.76%	Reduced
40	Generation Investment Management London, United Kingdom	$1.08B	+$797K	2	7.43%	Increased
41	Jennison Associates New York	$1.06B	-$62M	5	1.12%	Reduced
42	Parametric Portfolio Associates Seattle, Washington	$1.04B	+$61.5M	22	0.84%	Increased
43	Tiger Global Management New York	$978M	-$255M	2	5.18%	Reduced
44	Lazard Asset Management New York	$975M	-$27.6M	10	1.6%	Reduced
45	Neuberger Berman Group New York	$954M	-$200K	13	1.17%	Reduced
46	ClearBridge Investments New York	$946M	+$75.5M	10	0.83%	Increased
47	Citadel Advisors Miami, Florida	$881M	-$137M	30	0.42%	Reduced
48	Swiss National Bank Zurich, Switzerland	$866M	+$4.77M	17	0.92%	Increased
49	Putnam Investments Boston, Massachusetts	$833M	+$106M	7	1.85%	Increased
50	Pictet Asset Management (UK) London, United Kingdom	$805M	+$74.2M	8	1.69%	Increased