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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	$4.17B	-$6.37M	1	9.56%	Reduced
27	Swiss National Bank Zurich, Switzerland	$3.94B	+$272M	28	2.43%	Increased
28	American Century Companies Kansas City, Missouri	$3.92B	-$64M	23	2.67%	Reduced
29	Allianz Asset Management Munich, Germany	$3.88B	+$316M	20	3.28%	Increased
30	Amundi Paris, France	$3.86B	+$3.7B	12	2.68%	New
31	ARK Investment Management St. Petersburg, Florida	$3.85B	-$307M	4	7.16%	Reduced
32	B Bpifrance Maisons Alfort, Cedex, France	$3.79B	$0	1	84.11%	Maintained
33	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$3.78B	+$241M	11	2.24%	Increased
34	Pictet Asset Management (UK) London, United Kingdom	$3.69B	-$28.3M	18	4.02%	Reduced
35	Wellington Management Group Boston, Massachusetts	$3.63B	+$3.33M	22	0.6%	Increased
36	Berkshire Hathaway Omaha, Nebraska	$3.55B	-$411M	1	1.21%	Reduced
37	Janus Henderson Group London,	$3.44B	-$27.1M	18	1.47%	Reduced
38	Susquehanna International Group Bala Cynwyd, Pennsylvania	$3.32B	-$210M	53	0.47%	Reduced
39	Primecap Management Pasadena, California	$3.31B	+$29M	3	2.22%	Increased
40	Franklin Resources San Mateo, California	$3.3B	-$417M	19	1.26%	Reduced
41	Credit Suisse Zurich, Switzerland	$3.17B	-$554M	39	1.55%	Reduced
42	Wells Fargo San Francisco, California	$3.12B	+$52.1M	59	0.68%	Increased
43	ClearBridge Investments New York	$3.09B	+$129M	13	2.15%	Increased
44	Parametric Portfolio Associates Seattle, Washington	$2.98B	+$188M	37	1.67%	Increased
45	Bank of Montreal Toronto, Ontario, Canada	$2.87B	+$1.39B	31	1.43%	Increased
46	Ameriprise Minneapolis, Minnesota	$2.78B	-$493M	31	0.86%	Reduced
47	D.E. Shaw & Co New York	$2.58B	+$379M	33	2.23%	Increased
48	Capital International Investors Los Angeles, California	$2.46B	+$21.1M	5	0.56%	Increased
49	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.46B	+$212M	40	1.19%	Increased
50	Newport Trust Company Washington, District of Columbia	$2.44B	-$86.9M	2	6.16%	Reduced