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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	$6.72B	+$450M	4	14.25%	Increased
27	AllianceBernstein Nashville, Tennessee	$6.08B	+$385M	33	2.15%	Increased
28	Wellington Management Group Boston, Massachusetts	$5.75B	+$1.45B	22	0.92%	Increased
29	Amundi Paris, France	$5.73B	-$4.17M	17	3.63%	Reduced
30	Coatue Management New York	$5.56B	+$4.08B	6	24.63%	Increased
31	Massachusetts Financial Services Boston, Massachusetts	$5.39B	-$81M	9	1.48%	Reduced
32	Swiss National Bank Zurich, Switzerland	$5.38B	+$48.5M	37	3.24%	Increased
33	Franklin Resources San Mateo, California	$5.08B	+$557M	25	1.83%	Increased
34	Dimensional Fund Advisors Austin, Texas	$4.84B	-$135M	31	1.46%	Reduced
35	American Century Companies Kansas City, Missouri	$4.77B	-$209M	24	3.02%	Reduced
36	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$4.74B	+$485M	22	4.72%	Increased
37	Janus Henderson Group London,	$4.69B	+$466M	35	1.95%	Increased
38	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$4.48B	-$623M	15	2.72%	Reduced
39	Parametric Portfolio Associates Seattle, Washington	$4.45B	+$337M	38	2.28%	Increased
40	Primecap Management Pasadena, California	$4.4B	-$460M	4	3.05%	Reduced
41	Barclays London, United Kingdom	$4.27B	-$52.2M	27	1.59%	Reduced
42	Deutsche Bank Frankfurt Am Main Ge, Germany	$3.99B	+$296M	42	1.79%	Increased
43	Capital International Investors Los Angeles, California	$3.98B	+$1.03B	8	0.84%	Increased
44	DZ Bank Frankfurt Am Main, Germany	$3.85B	+$2.59B	16	2.73%	Increased
45	Ameriprise Minneapolis, Minnesota	$3.83B	+$560M	34	1.06%	Increased
46	ClearBridge Investments New York	$3.75B	-$299M	13	2.56%	Reduced
47	B Bpifrance Maisons Alfort, Cedex, France	$3.64B	$0	1	86.37%	Maintained
48	Bank of Montreal Toronto, Ontario, Canada	$3.56B	-$166M	46	1.89%	Reduced
49	Berkshire Hathaway Omaha, Nebraska	$3.52B	$0	1	1.06%	Maintained
50	Credit Suisse Zurich, Switzerland	$3.45B	-$180M	48	1.83%	Reduced