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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	BAMCO Inc New York	$4.11B	-$479M	1	10.13%	Reduced
27	ARK Investment Management St. Petersburg, Florida	$4.1B	+$1.38B	5	8.15%	Increased
28	Amundi Asset Management US Boston, Massachusetts	$4.05B	+$1.11B	14	3.1%	Increased
29	Berkshire Hathaway Omaha, Nebraska	$3.85B	-$292M	1	1.42%	Reduced
30	American Century Companies Kansas City, Missouri	$3.78B	-$16.8M	22	2.78%	Reduced
31	Franklin Resources San Mateo, California	$3.58B	-$70.9M	20	1.46%	Reduced
32	Pictet Asset Management (UK) London, United Kingdom	$3.57B	+$227M	17	4.29%	Increased
33	Swiss National Bank Zurich, Switzerland	$3.46B	+$189M	22	2.3%	Increased
34	Wellington Management Group Boston, Massachusetts	$3.43B	-$265M	21	0.6%	Reduced
35	Allianz Asset Management Munich, Germany	$3.42B	+$766M	20	3.31%	Increased
36	Janus Henderson Group London,	$3.42B	+$13M	18	1.56%	Increased
37	B Bpifrance Maisons Alfort, Cedex, France	$3.41B	+$3.24B	1	86.03%	New
38	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$3.38B	+$203M	12	2.11%	Increased
39	Susquehanna International Group Bala Cynwyd, Pennsylvania	$3.29B	+$766M	53	0.52%	Increased
40	Credit Suisse Zurich, Switzerland	$3.23B	-$530M	37	1.65%	Reduced
41	Primecap Management Pasadena, California	$3.2B	-$656M	3	2.23%	Reduced
42	Ameriprise Minneapolis, Minnesota	$3.14B	-$355M	28	1.04%	Reduced
43	ClearBridge Investments New York	$2.9B	+$154M	13	2.16%	Increased
44	Wells Fargo San Francisco, California	$2.89B	-$66.3M	58	0.65%	Reduced
45	Parametric Portfolio Associates Seattle, Washington	$2.64B	+$174M	27	1.52%	Increased
46	Capital International Investors Los Angeles, California	$2.53B	+$419M	5	0.64%	Increased
47	Barclays London, United Kingdom	$2.24B	+$267M	33	1.2%	Increased
48	Coatue Management New York	$2.2B	+$209M	7	12.04%	Increased
49	Harris Associates Chicago, Illinois	$2.1B	-$514M	3	3.59%	Reduced
50	California Public Employees Retirement System Sacramento, California	$2.1B	+$4.91M	36	1.59%	Increased