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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	Swiss National Bank Zurich, Switzerland	$5.76B	+$678M	37	3.25%	Increased
27	Allianz Asset Management Munich, Germany	$5.67B	-$298M	28	4.22%	Reduced
28	AllianceBernstein Nashville, Tennessee	$5.16B	-$60.8M	35	1.99%	Reduced
29	Massachusetts Financial Services Boston, Massachusetts	$5.03B	+$535M	9	1.49%	Increased
30	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$4.77B	+$515M	16	3.17%	Increased
31	Dimensional Fund Advisors Austin, Texas	$4.41B	+$41.7M	31	1.36%	Increased
32	American Century Companies Kansas City, Missouri	$4.35B	+$7.81M	24	2.97%	Increased
33	Parametric Portfolio Associates Seattle, Washington	$4.35B	+$100M	37	2.29%	Increased
34	Franklin Resources San Mateo, California	$4.27B	+$76.7M	25	1.71%	Increased
35	Amundi Paris, France	$4.26B	-$401M	19	2.89%	Reduced
36	Primecap Management Pasadena, California	$4.22B	-$55.8M	4	3.18%	Reduced
37	Wellington Management Group Boston, Massachusetts	$4.1B	-$904M	22	0.7%	Reduced
38	Capital International Investors Los Angeles, California	$4.08B	+$652M	8	0.93%	Increased
39	Deutsche Bank Frankfurt Am Main Ge, Germany	$3.77B	+$87.5M	42	1.76%	Increased
40	Ameriprise Minneapolis, Minnesota	$3.66B	+$238M	37	1.08%	Increased
41	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$3.63B	-$439M	23	4.11%	Reduced
42	Barclays London, United Kingdom	$3.45B	-$470M	57	2.7%	Reduced
43	Coatue Management New York	$3.45B	-$214M	7	25.23%	Reduced
44	Janus Henderson Group London,	$3.32B	-$532M	35	1.6%	Reduced
45	B Bpifrance Maisons Alfort, Cedex, France	$3.17B	$0	1	88.56%	Maintained
46	Credit Suisse Zurich, Switzerland	$3.01B	-$97.7M	49	2.58%	Reduced
47	ClearBridge Investments New York	$3B	-$213M	11	2.25%	Reduced
48	Bank of Montreal Toronto, Ontario, Canada	$2.92B	-$522M	40	1.41%	Reduced
49	Wells Fargo San Francisco, California	$2.87B	-$204M	70	0.73%	Reduced
50	HSBC Holdings London, United Kingdom	$2.76B	-$366M	36	3.35%	Reduced