← All themes

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	B Bpifrance Maisons Alfort, Cedex, France	$4.5B	$0	1	92.18%	Maintained
27	BAMCO Inc New York	$4.45B	+$2.26M	2	11.85%	Increased
28	Barclays London, United Kingdom	$4.42B	+$481M	45	1.62%	Increased
29	Dimensional Fund Advisors Austin, Texas	$4.38B	+$71.5M	34	1.28%	Increased
30	Jennison Associates New York	$4.02B	-$888M	6	2.99%	Reduced
31	Ameriprise Minneapolis, Minnesota	$3.84B	-$242M	33	1.15%	Reduced
32	Amazon.com Inc Seattle, Washington	$3.72B	$0	1	89.68%	Maintained
33	Capital Research Global Investors Los Angeles, California	$3.61B	-$581M	8	0.89%	Reduced
34	Swiss National Bank Zurich, Switzerland	$3.51B	-$107M	28	2.58%	Reduced
35	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$3.49B	-$77.6M	14	2.58%	Reduced
36	Pictet Asset Management Carouge, Switzerland	$3.36B	-$9.56M	25	3.7%	Reduced
37	Wellington Management Group Boston, Massachusetts	$3.19B	-$1.3B	14	0.6%	Reduced
38	Janus Henderson Group London,	$3.08B	+$68.4M	26	1.84%	Increased
39	VOYA Investment Management Atlanta, Georgia	$2.97B	+$177M	33	3.06%	Increased
40	Arrowstreet Capital Boston, Massachusetts	$2.95B	-$239M	13	3.1%	Reduced
41	UBS Group Zurich, Switzerland	$2.95B	+$310M	75	0.88%	Increased
42	Franklin Resources San Mateo, California	$2.85B	+$1.28M	24	1.33%	Increased
43	California Public Employees Retirement System Sacramento, California	$2.82B	-$79.3M	15	2.14%	Reduced
44	Royal Bank of Canada Toronto, Ontario, Canada	$2.8B	+$812M	69	0.65%	Increased
45	American Century Companies Kansas City, Missouri	$2.73B	+$29M	27	1.88%	Increased
46	Jane Street New York	$2.68B	+$1.13B	58	0.7%	Increased
47	Deutsche Bank Frankfurt Am Main Ge, Germany	$2.66B	+$419M	39	1.36%	Increased
48	Loomis, Sayles & Company Boston, Massachusetts	$2.59B	-$64.6M	7	3.96%	Reduced
49	DZ Bank Frankfurt Am Main, Germany	$2.55B	+$111M	12	3.16%	Increased
50	Primecap Management Pasadena, California	$2.53B	-$3.73M	4	2%	Reduced