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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	Dimensional Fund Advisors Austin, Texas	$2.69B	-$20.3M	25	1.14%	Reduced
27	Ameriprise Minneapolis, Minnesota	$2.41B	-$84.6M	23	0.98%	Reduced
28	Franklin Resources San Mateo, California	$2.37B	-$409M	18	1.15%	Reduced
29	Berkshire Hathaway Omaha, Nebraska	$2.37B	+$149M	1	1%	Increased
30	American Century Companies Kansas City, Missouri	$2.32B	-$94.6M	17	2.06%	Reduced
31	Wellington Management Group Boston, Massachusetts	$2.32B	-$132M	17	0.48%	Reduced
32	Charles Schwab San Francisco, California	$2.25B	+$61.7M	22	1.03%	Increased
33	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$2.17B	-$255M	10	1.46%	Reduced
34	AllianceBernstein Nashville, Tennessee	$2.13B	-$74.1M	22	1.14%	Reduced
35	Swiss National Bank Zurich, Switzerland	$2.07B	-$13.6M	18	1.62%	Reduced
36	Citigroup New York	$1.97B	-$147M	35	1.28%	Reduced
37	Credit Suisse Zurich, Switzerland	$1.9B	-$255M	29	1.16%	Reduced
38	Janus Henderson Group London,	$1.85B	-$161M	15	0.96%	Reduced
39	Artisan Partners Milwaukee, Wisconsin	$1.79B	-$65.8M	3	2.53%	Reduced
40	UBS Group Zurich, Switzerland	$1.75B	+$352M	49	0.66%	Increased
41	Pictet Asset Management (UK) London, United Kingdom	$1.7B	-$107M	12	2.66%	Reduced
42	Allianz Asset Management Munich, Germany	$1.66B	+$232M	14	1.93%	Increased
43	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.64B	-$129M	30	1.13%	Reduced
44	ClearBridge Investments New York	$1.59B	+$414M	10	1.37%	Increased
45	Coatue Management New York	$1.56B	+$699M	4	8.2%	Increased
46	Harris Associates Chicago, Illinois	$1.52B	-$58.9M	3	3.7%	Reduced
47	ARK Investment Management St. Petersburg, Florida	$1.51B	-$22.9M	4	8.95%	Reduced
48	Boston Partners Boston, Massachusetts	$1.5B	-$107M	6	2.74%	Reduced
49	Amundi Asset Management US Boston, Massachusetts	$1.48B	+$164M	12	1.55%	Increased
50	Barclays London, United Kingdom	$1.44B	+$103M	28	0.86%	Increased