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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	Franklin Resources San Mateo, California	$2.27B	-$251M	12	1.19%	Reduced
27	Artisan Partners Milwaukee, Wisconsin	$2.22B	-$136M	3	3.89%	Reduced
28	Wells Fargo San Francisco, California	$1.96B	-$166M	30	0.53%	Reduced
29	Newport Trust Company Washington, District of Columbia	$1.69B	-$36.8M	1	4.53%	Reduced
30	Jennison Associates New York	$1.69B	-$84.4M	4	1.7%	Reduced
31	Legal & General Group London, United Kingdom	$1.6B	+$21.2M	19	0.76%	Increased
32	LSV Asset Management Chicago, Illinois	$1.55B	-$64.7M	11	2.42%	Reduced
33	American Century Companies Kansas City, Missouri	$1.54B	+$589M	16	1.47%	Increased
34	AllianceBernstein Nashville, Tennessee	$1.53B	+$155M	20	0.87%	Increased
35	UBS AM Chicago, Illinois	$1.5B	+$44.7M	16	0.92%	Increased
36	Citadel Advisors Miami, Florida	$1.49B	+$475M	28	0.65%	Increased
37	Pictet Asset Management (UK) London, United Kingdom	$1.42B	+$409M	11	2.5%	Increased
38	Charles Schwab San Francisco, California	$1.32B	+$24.7M	17	0.71%	Increased
39	Boston Partners Boston, Massachusetts	$1.31B	-$259M	7	1.73%	Reduced
40	Capital Research Global Investors Los Angeles, California	$1.22B	-$187M	4	0.36%	Reduced
41	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.21B	-$114M	31	0.79%	Reduced
42	Generation Investment Management London, United Kingdom	$1.19B	+$23.1M	2	7.62%	Increased
43	Parametric Portfolio Associates Seattle, Washington	$1.16B	+$6.36M	21	0.84%	Increased
44	Credit Suisse Zurich, Switzerland	$1.12B	+$176M	27	0.81%	Increased
45	Susquehanna International Group Bala Cynwyd, Pennsylvania	$1.06B	+$610M	28	0.31%	Increased
46	Allianz Asset Management Munich, Germany	$1.03B	-$250M	16	0.94%	Reduced
47	Arrowstreet Capital Boston, Massachusetts	$1.02B	+$360M	20	2.37%	Increased
48	Primecap Management Pasadena, California	$1.01B	-$4.72M	2	0.73%	Reduced
49	Neuberger Berman Group New York	$995M	-$21.7M	12	1.16%	Reduced
50	Swiss National Bank Zurich, Switzerland	$967M	-$42.5M	17	0.99%	Reduced