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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	Amazon.com Inc Seattle, Washington	$4.08B	$0	1	89.89%	Maintained
27	BAMCO Inc New York	$4.04B	-$3.59M	2	12.97%	Reduced
28	Swiss National Bank Zurich, Switzerland	$3.97B	+$123M	37	2.69%	Increased
29	AllianceBernstein Nashville, Tennessee	$3.94B	+$226M	37	1.8%	Increased
30	Wellington Management Group Boston, Massachusetts	$3.89B	+$1.04B	22	0.78%	Increased
31	Allianz Asset Management Munich, Germany	$3.62B	-$310M	26	3.43%	Reduced
32	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$3.44B	+$221M	20	2.64%	Increased
33	Dimensional Fund Advisors Austin, Texas	$3.42B	+$105M	32	1.23%	Increased
34	Amundi Paris, France	$3.28B	+$22.6M	15	2.63%	Increased
35	Capital International Investors Los Angeles, California	$3.08B	+$274M	10	0.84%	Increased
36	Franklin Resources San Mateo, California	$3.06B	-$23.9M	23	1.52%	Reduced
37	American Century Companies Kansas City, Missouri	$2.89B	-$78.8M	24	2.37%	Reduced
38	Primecap Management Pasadena, California	$2.71B	-$38.5M	4	2.42%	Reduced
39	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.69B	+$61.1M	45	1.5%	Increased
40	Ameriprise Minneapolis, Minnesota	$2.52B	-$148M	33	0.88%	Reduced
41	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$2.46B	-$303M	23	3.42%	Reduced
42	Bank of Montreal Toronto, Ontario, Canada	$2.38B	-$208M	40	1.11%	Reduced
43	Barclays London, United Kingdom	$2.38B	-$7.8M	61	1.46%	Reduced
44	B Bpifrance Maisons Alfort, Cedex, France	$2.36B	$0	1	88.1%	Maintained
45	Janus Henderson Group London,	$2.32B	-$184M	33	1.6%	Reduced
46	Arrowstreet Capital Boston, Massachusetts	$2.25B	+$953M	10	3.19%	Increased
47	Artisan Partners Milwaukee, Wisconsin	$2.17B	+$360M	8	3.66%	Increased
48	Credit Suisse Zurich, Switzerland	$2.11B	+$1.92M	54	2.2%	Increased
49	ClearBridge Investments New York	$1.99B	-$251M	10	1.85%	Reduced
50	UBS Group Zurich, Switzerland	$1.96B	+$211M	78	0.8%	Increased