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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1
BlackRock
BlackRock
New York
$131B +$2.87B 51 1.95% Increased
2
Vanguard Capital Management
Vanguard Capital Management
Pennsylvania
$105B +$626M 41 2.24% Increased
3
State Street
State Street
Massachusetts
$71B +$1.7B 51 2.1% Increased
4
Geode Capital Management
Geode Capital Management
Massachusetts
$40.2B +$537M 53 2.14% Increased
5
Fidelity Investments
Fidelity Investments
Massachusetts
$36.7B +$1.92B 46 1.59% Increased
6
Vanguard Portfolio Management
Vanguard Portfolio Management
Pennsylvania
$35.8B +$260M 28 1.61% Increased
7
JP Morgan Chase
JP Morgan Chase
New York
$31.9B -$3.64B 45 1.76% Reduced
8
Invesco
Invesco
Georgia
$30.8B -$283M 36 2.44% Reduced
9
Morgan Stanley
Morgan Stanley
New York
$27.8B +$784M 72 1.47% Increased
10
Norges Bank
Norges Bank
Norway
$22.9B +$22B 17 2.28% New
11
Capital World Investors
Capital World Investors
California
$21.2B +$729M 6 2.5% Increased
12
Goldman Sachs
Goldman Sachs
New York
$20B +$1.08B 43 1.74% Increased
13
Bank of America
Bank of America
North Carolina
$17.1B +$580M 42 1.1% Increased
14
Northern Trust
Northern Trust
Illinois
$15.6B +$43.6M 45 1.81% Increased
15
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$13.1B +$1.08B 32 1.32% Increased
16
Charles Schwab
Charles Schwab
California
$13B -$101M 32 1.73% Reduced
17
Legal & General Group
Legal & General Group
United Kingdom
$11.7B -$5.26M 35 2.43% Reduced
18
Amundi
Amundi
France
$11.5B -$744M 20 2.78% Reduced
19
UBS AM
UBS AM
Illinois
$10.3B -$2.36B 33 1.87% Reduced
20
Nuveen
Nuveen
North Carolina
$9.96B +$1.2B 37 2.38% Increased
21
Wellington Management Group
Wellington Management Group
Massachusetts
$9.59B -$921M 15 1.65% Reduced
22
Bank of New York Mellon
Bank of New York Mellon
New York
$9.56B +$104M 33 1.57% Increased
23
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust
Pennsylvania
$9.52B +$26M 41 2.09% Increased
24
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$7.42B +$7.07M 31 1.35% Increased
25
UBS Group
UBS Group
Switzerland
$7.21B +$259M 78 0.92% Increased