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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
1	Vanguard Group Malvern, Pennsylvania	$10B	+$440M	16	0.84%	Increased
2	State Street Boston, Massachusetts	$8.71B	+$43.3M	17	0.99%	Increased
3	Wellington Management Group Boston, Massachusetts	$7.82B	-$353M	12	2.17%	Reduced
4	Fidelity Investments Boston, Massachusetts	$7.68B	-$971M	12	1.07%	Reduced
5	T. Rowe Price Associates Baltimore, Maryland	$5.52B	+$319M	16	1.24%	Increased
6	BlackRock Institutional Trust San Francisco, California	$5.4B	+$143M	16	0.93%	Increased
7	Franklin Resources San Mateo, California	$3.81B	+$502M	12	1.8%	Increased
8	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$3.67B	+$981M	9	5.26%	Increased
9	JP Morgan Chase New York	$3.67B	+$290M	16	1.01%	Increased
10	Evercore Trust Company New York	$3.54B	+$6.96M	1	12.72%	Increased
11	Bank of New York Mellon New York	$2.82B	-$82.5M	18	0.77%	Reduced
12	Capital Research Global Investors Los Angeles, California	$2.79B	-$311M	7	1.01%	Reduced
13	Northern Trust Chicago, Illinois	$2.78B	+$144M	19	0.87%	Increased
14	Massachusetts Financial Services Boston, Massachusetts	$2.69B	-$7.36M	7	1.47%	Reduced
15	Invesco Atlanta, Georgia	$2.57B	-$97.5M	20	1.04%	Reduced
16	Ameriprise Minneapolis, Minnesota	$2.56B	-$90.5M	19	1.54%	Reduced
17	Harris Associates Chicago, Illinois	$2.5B	-$409M	2	4.47%	Reduced
18	Morgan Stanley New York	$2.3B	-$212M	23	0.96%	Reduced
19	BlackRock Fund Advisors San Francisco, California	$2.23B	+$88M	19	0.66%	Increased
20	Norges Bank Oslo, Norway	$2.07B	+$110M	14	1.17%	Increased
21	Wells Fargo San Francisco, California	$1.98B	-$108M	21	0.84%	Reduced
22	Bank of America Charlotte, North Carolina	$1.93B	-$369M	21	0.72%	Reduced
23	Bain Capital Investors Boston, Massachusetts	$1.76B	$0	2	17.36%	Maintained
24	TIAA CREF Investment Management New York	$1.71B	-$205M	15	1.23%	Reduced
25	Dimensional Fund Advisors Austin, Texas	$1.71B	+$79.4M	18	1.28%	Increased