Electric Vehicles
EV manufacturers, charging infrastructure and battery supply chains.
Active institutional exposure flipped from a net outflow of $6.0 billion in Q1 2026 to a net inflow of $7.7 billion in Q2 2026. 57.7% of companies in this theme saw increased active positions in Q2 2026.
Ecosystem Map
Public and fleet charging networks, charging hardware and charging-management software. Excludes power-equipment conglomerates unless EV charging is a material business.
Electric motors, inverters, power electronics, e-axles and automotive electrification systems. Excludes battery-cell makers, which belong in Energy Storage.
Manufacturers whose strategic focus is battery-electric passenger or commercial vehicles. Excludes ICE-centric OEMs with only minor EV offerings.
Bottleneck Tracker
Bottleneck details are part of the Pro plan.
Recent Discoveries
Recent discoveries are part of the Pro plan.