← 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
1	Vanguard Group Malvern, Pennsylvania	$12.8B	+$213M	20	0.71%	Increased
2	Fidelity Investments Boston, Massachusetts	$9.03B	-$463M	15	1.21%	Reduced
3	State Street Boston, Massachusetts	$8.93B	+$78.5M	21	0.84%	Increased
4	T. Rowe Price Associates Baltimore, Maryland	$7.96B	-$856M	15	1.58%	Reduced
5	BlackRock Institutional Trust San Francisco, California	$5.52B	+$76.8M	22	0.82%	Increased
6	Wellington Management Group Boston, Massachusetts	$5.35B	-$648M	17	1.34%	Reduced
7	Franklin Resources San Mateo, California	$4.41B	-$339M	12	2.28%	Reduced
8	Baillie Gifford & Co Edinburgh, United Kingdom	$3.62B	+$35.6M	2	5.96%	Increased
9	JP Morgan Chase New York	$3.55B	-$1.13B	22	0.85%	Reduced
10	BlackRock Fund Advisors San Francisco, California	$3.31B	+$305M	20	0.61%	Increased
11	Dimensional Fund Advisors Austin, Texas	$2.78B	+$43.1M	21	1.39%	Increased
12	Harris Associates Chicago, Illinois	$2.78B	+$43.9M	2	5.35%	Increased
13	Bank of America Charlotte, North Carolina	$2.7B	-$290M	27	0.58%	Reduced
14	Invesco Atlanta, Georgia	$2.7B	-$131M	21	0.91%	Reduced
15	Northern Trust Chicago, Illinois	$2.64B	+$38.3M	23	0.81%	Increased
16	Morgan Stanley New York	$2.63B	+$98.9M	26	0.86%	Increased
17	Goldman Sachs New York	$2.5B	+$60.6M	24	0.71%	Increased
18	Evercore Trust Company New York	$2.49B	-$156M	1	8%	Reduced
19	Norges Bank Oslo, Norway	$2.38B	-$303M	15	1.04%	Reduced
20	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$2.19B	-$281M	6	3.28%	Reduced
21	Bank of New York Mellon New York	$2.12B	-$294M	22	0.61%	Reduced
22	BlackRock Group London, United Kingdom	$1.88B	+$127M	17	0.89%	Increased
23	Massachusetts Financial Services Boston, Massachusetts	$1.87B	-$33.2M	5	0.92%	Reduced
24	Janus Henderson Investors US Denver, Colorado	$1.81B	-$133M	9	1.52%	Reduced
25	Geode Capital Management Boston, Massachusetts	$1.77B	+$98.2M	24	0.82%	Increased