← 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	Berkshire Hathaway Omaha, Nebraska	$1.89B	$0	1	0.93%	Maintained
27	Legal & General Group London, United Kingdom	$1.89B	-$20.7M	20	0.91%	Reduced
28	UBS AM Chicago, Illinois	$1.83B	-$15K	15	1.12%	Reduced
29	AllianceBernstein Nashville, Tennessee	$1.81B	+$80.2M	19	1.06%	Increased
30	Primecap Management Pasadena, California	$1.81B	-$221M	2	1.55%	Reduced
31	American Century Companies Kansas City, Missouri	$1.79B	+$258M	17	1.7%	Increased
32	BAMCO Inc New York	$1.75B	+$1.49M	1	6.31%	Increased
33	Renaissance Technologies New York	$1.73B	+$159M	21	1.49%	Increased
34	Janus Henderson Group London,	$1.72B	-$297M	13	0.97%	Reduced
35	Artisan Partners Milwaukee, Wisconsin	$1.67B	-$105M	3	2.67%	Reduced
36	Charles Schwab San Francisco, California	$1.59B	+$191M	18	0.78%	Increased
37	Boston Partners Boston, Massachusetts	$1.44B	-$31.3M	6	2.64%	Reduced
38	Pictet Asset Management (UK) London, United Kingdom	$1.43B	+$164M	11	2.46%	Increased
39	Credit Suisse Zurich, Switzerland	$1.42B	+$85M	30	1.02%	Increased
40	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$1.36B	-$115M	7	0.96%	Reduced
41	Harris Associates Chicago, Illinois	$1.35B	-$547M	3	3.28%	Reduced
42	Swiss National Bank Zurich, Switzerland	$1.35B	+$37.8M	17	1.14%	Increased
43	Citigroup New York	$1.28B	-$56.7M	31	1%	Reduced
44	Newport Trust Company Washington, District of Columbia	$1.15B	+$36.1M	1	4.21%	Increased
45	Whale Rock Capital Management Boston, Massachusetts	$1.15B	+$423M	3	9.18%	Increased
46	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.15B	+$23.4M	31	0.87%	Increased
47	UBS Group Zurich, Switzerland	$1.08B	-$2.44M	42	0.46%	Reduced
48	Amundi Asset Management US Boston, Massachusetts	$1.04B	+$303M	13	1.23%	Increased
49	ClearBridge Investments New York	$1.04B	+$106M	11	0.94%	Increased
50	Generation Investment Management London, United Kingdom	$1.03B	+$38.4M	2	5.93%	Increased