#evs

#evs

The biggest macro factor for DRIV isn't consumer demand or battery costs. It's trade policy: tariffs and industrial incentives that determine where EVs get built and sold. DRIV holds $340 million in assets split between US tech giants and global automakers. When tariff threats emerge or federal EV tax credits shift, the fund's diverse holdings react differently. Watch for announcements from the Office of the US Trade Representative on Chinese EV and battery component tariffs. These typically surface quarterly or around major trade negotiations.

Subaru's Solterra sold over 12,000 units in the U.S. last year, with sales up 21% in the first half of this year, indicating strong EV interest among adventure-loving customers.