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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
51	Berkshire Hathaway Omaha, Nebraska	$1.68B	$0	1	0.56%	Maintained
52	Wells Fargo San Francisco, California	$1.64B	+$27.8M	71	0.49%	Increased
53	Royal Bank of Canada Toronto, Ontario, Canada	$1.61B	+$193M	71	0.46%	Increased
54	Millennium Management New York	$1.56B	+$472M	63	0.86%	Increased
55	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.54B	-$347M	44	0.89%	Reduced
56	Credit Suisse Zurich, Switzerland	$1.53B	+$60M	48	1.63%	Increased
57	Primecap Management Pasadena, California	$1.49B	-$27M	4	1.37%	Reduced
58	California Public Employees Retirement System Sacramento, California	$1.48B	+$109M	17	1.26%	Increased
59	Citigroup New York	$1.33B	+$209M	59	1.06%	Increased
60	Harris Associates Chicago, Illinois	$1.32B	-$79.6M	1	2.7%	Reduced
61	D.E. Shaw & Co New York	$1.29B	+$595M	37	1.42%	Increased
62	Renaissance Technologies New York	$1.26B	+$784M	39	1.73%	Increased
63	HSBC Holdings London, United Kingdom	$1.26B	+$582M	25	1.45%	Increased
64	Jane Street New York	$1.22B	+$70.7M	72	0.56%	Increased
65	Mirae Asset Global Investments Seoul, South Korea	$1.11B	+$307M	33	2.88%	Increased
66	RhumbLine Advisers Boston, Massachusetts	$1.1B	+$55.7M	36	1.48%	Increased
67	New York State Common Retirement Fund Albany, New York	$1.09B	+$3.2M	38	1.5%	Increased
68	Raymond James & Associates St Petersburg, Florida	$1.09B	+$6.68M	36	1%	Increased
69	Loomis, Sayles & Company Boston, Massachusetts	$1.09B	+$637M	8	2.17%	Increased
70	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$1.03B	+$30.2M	37	1.62%	Increased
71	Dodge & Cox San Francisco, California	$1.01B	-$26.7M	1	0.7%	Reduced
72	Boston Partners Boston, Massachusetts	$1.01B	-$104M	8	1.37%	Reduced
73	DZ Bank Frankfurt Am Main, Germany	$984M	-$293M	14	1.67%	Reduced
74	Allianz Asset Management Munich, Germany	$984M	+$1.28M	20	1.91%	Increased
75	Putnam Investments Boston, Massachusetts	$970M	-$3.16M	8	1.69%	Reduced