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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	$3.91B	+$73M	27	1.41%	Increased
27	Credit Suisse Zurich, Switzerland	$3.73B	+$526M	32	1.83%	Increased
28	American Century Companies Kansas City, Missouri	$3.62B	+$218M	18	2.82%	Increased
29	AllianceBernstein Nashville, Tennessee	$3.37B	+$301M	22	1.59%	Increased
30	Janus Henderson Group London,	$3.31B	+$293M	16	1.54%	Increased
31	Wellington Management Group Boston, Massachusetts	$3.29B	+$180M	20	0.61%	Increased
32	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$3.24B	-$216M	10	2.1%	Reduced
33	Franklin Resources San Mateo, California	$3.22B	-$18.5M	17	1.36%	Reduced
34	Swiss National Bank Zurich, Switzerland	$3.19B	-$349K	21	2.27%	Reduced
35	Ameriprise Minneapolis, Minnesota	$3.08B	-$196M	23	1.09%	Reduced
36	ARK Investment Management St. Petersburg, Florida	$3.03B	+$434M	4	8.06%	Increased
37	Berkshire Hathaway Omaha, Nebraska	$3.02B	-$292M	1	1.12%	Reduced
38	Pictet Asset Management (UK) London, United Kingdom	$2.98B	+$455M	16	3.89%	Increased
39	Amundi Asset Management US Boston, Massachusetts	$2.8B	+$516M	12	2.38%	Increased
40	Susquehanna International Group Bala Cynwyd, Pennsylvania	$2.8B	+$1.06B	44	0.46%	Increased
41	Jane Street New York	$2.77B	+$983M	45	1.39%	Increased
42	Wells Fargo San Francisco, California	$2.7B	-$1.11B	53	0.65%	Reduced
43	Artisan Partners Milwaukee, Wisconsin	$2.59B	+$146M	3	3.16%	Increased
44	Allianz Asset Management Munich, Germany	$2.5B	-$18.8M	16	2.47%	Reduced
45	ClearBridge Investments New York	$2.45B	+$126M	12	1.89%	Increased
46	UBS Group Zurich, Switzerland	$2.44B	-$131M	53	0.82%	Reduced
47	Parametric Portfolio Associates Seattle, Washington	$2.34B	+$446M	24	1.46%	Increased
48	Coatue Management New York	$2.23B	-$161M	5	8.33%	Reduced
49	Bank of Montreal Toronto, Ontario, Canada	$2.2B	+$605M	44	1.45%	Increased
50	Citigroup New York	$2.17B	-$676M	45	1.28%	Reduced