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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	Funds holding	Growth	Growth %	Fund value
1	1 Tesla TSLA $1.45T	3,985	+251	+7%	$688B
2	2 Eaton ETN $159B	2,389	+64	+3%	$119B
3	3 Ford F $48.1B	1,620	+25	+2%	$29.5B
4	4 General Motors GM $72.9B	1,349	+45	+3%	$46.6B
5	5 NXP Semiconductors NXPI $55.7B	1,127	-7	-0.6%	$52B
6	6 BP BP $126B	1,112	+52	+5%	$10.6B
7	7 ON Semiconductor ON $28.6B	774	-23	-3%	$21B
8	8 Rivian RIVN $18.7B	755	-2	-0.3%	$10B
9	9 Aptiv APTV $9.1B	690	+54	+8%	$17.4B
10	10 Vontier VNT $4.38B	514	+24	+5%	$5.98B
11	11 Archer Aviation ACHR $3.13B	490	+34	+7%	$3.06B
12	12 Joby Aviation JOBY $4.59B	461	+68	+17%	$7.71B
13	13 NIO NIO $8.54B	410	+25	+6%	$2.45B
14	14 QuantumScape Corp QS $2.43B	409	+44	+12%	$2.09B
15	15 Sensata Technologies ST $5.99B	399	+34	+9%	$4.68B
16	16 Stellantis STLA $12.4B	382	-14	-4%	$8.53B
17	17 Honda HMC $43.4B	358	+20	+6%	$1.7B
18	18 Lucid Motors LCID $1.3B	332	-142	-30%	$5.85B
19	19 STMicroelectronics STM $42B	326	-22	-6%	$2.38B
20	20 Blue Bird Corp BLBD $1.93B	269	+37	+16%	$1.97B
21	21 Dauch Corp DCH $1.23B	252	+17	+7%	$924M
22	22 Rogers Corp ROG $2.5B	230	-4	-2%	$1.37B
23	23 XPeng XPEV $9.02B	226	+10	+5%	$2.85B
24	24 EVgo EVGO $154M	209	+1	+0.5%	$437M
25	25 Aspen Aerogels ASPN $428M	204	+22	+12%	$497M