← 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	Loomis, Sayles & Company Boston, Massachusetts	$5.79B	-$42.2M	7	6.98%	Reduced
27	UBS Group Zurich, Switzerland	$5.54B	-$662M	82	0.9%	Reduced
28	BAMCO Inc New York	$5.38B	-$8.67M	2	14.58%	Reduced
29	Royal Bank of Canada Toronto, Ontario, Canada	$5.3B	+$30M	56	0.86%	Increased
30	Ameriprise Minneapolis, Minnesota	$5B	-$790M	30	1.13%	Reduced
31	Jennison Associates New York	$4.89B	-$130M	3	2.94%	Reduced
32	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$4.63B	-$284M	11	2.72%	Reduced
33	Swiss National Bank Zurich, Switzerland	$4.59B	-$325M	23	2.73%	Reduced
34	BNP Paribas Financial Markets Paris, France	$4.57B	+$334M	49	2.07%	Increased
35	Citigroup New York	$4.47B	-$1.18B	48	1.97%	Reduced
36	Massachusetts Financial Services Boston, Massachusetts	$4.32B	-$632M	7	1.39%	Reduced
37	Bank of Montreal Toronto, Ontario, Canada	$4.26B	-$68M	27	1.48%	Reduced
38	HSBC Holdings London, United Kingdom	$4.2B	-$139M	25	2.14%	Reduced
39	American Century Companies Kansas City, Missouri	$4.07B	+$119M	26	2.04%	Increased
40	Capital Research Global Investors Los Angeles, California	$3.92B	-$318M	4	0.72%	Reduced
41	Janus Henderson Group London,	$3.84B	+$88.3M	22	1.72%	Increased
42	Wells Fargo San Francisco, California	$3.75B	-$299M	52	0.68%	Reduced
43	AllianceBernstein Nashville, Tennessee	$3.61B	-$120M	29	1.14%	Reduced
44	Raymond James Financial St Petersburg, Florida	$3.5B	+$13.7M	33	1.09%	Increased
45	D.E. Shaw & Co New York	$3.5B	+$1.35B	27	1.92%	Increased
46	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$3.49B	+$200M	8	2.58%	Increased
47	Mitsubishi UFJ Asset Management Tokyo, Japan	$3.49B	+$144M	27	2.36%	Increased
48	Amazon.com Inc Seattle, Washington	$3.45B	+$351M	2	98.05%	Increased
49	California Public Employees Retirement System Sacramento, California	$3.27B	+$54.4M	11	1.87%	Increased
50	Primecap Management Pasadena, California	$3.1B	-$160M	3	2.35%	Reduced