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 |
Vanguard Group
Malvern,
Pennsylvania
| $8.9B | +$248M | 15 | 0.87% | Increased |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $8.05B | -$216M | 11 | 1.23% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $8.05B | +$312M | 16 | 0.99% | Increased |
|
| 4 |
Wellington Management Group
Boston,
Massachusetts
| $6.97B | +$146M | 11 | 2.18% | Increased |
|
| 5 |
BlackRock Institutional Trust
San Francisco,
California
| $4.86B | +$91.1M | 16 | 0.94% | Increased |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.23B | -$331M | 16 | 1.06% | Reduced |
|
| 7 |
Evercore Trust Company
New York
| $4.03B | +$60.3M | 2 | 15.07% | Increased |
|
| 8 |
Capital Research Global Investors
Los Angeles,
California
| $3.93B | -$451M | 7 | 1.55% | Reduced |
|
| 9 |
JP Morgan Chase
New York
| $3B | +$639M | 18 | 0.89% | Increased |
|
| 10 |
Harris Associates
Chicago,
Illinois
| $2.85B | +$180M | 2 | 5.54% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $2.73B | +$20.7M | 18 | 0.81% | Increased |
|
| 12 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.67B | +$4.86M | 9 | 1.65% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $2.45B | +$39M | 19 | 0.86% | Increased |
|
| 14 |
Franklin Resources
San Mateo,
California
| $2.43B | +$57.2M | 13 | 1.29% | Increased |
|
| 15 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $2.4B | +$159M | 8 | 3.83% | Increased |
|
| 16 |
Bain Capital Investors
Boston,
Massachusetts
| $2.37B | -$187M | 2 | 23.16% | Reduced |
|
| 17 |
Invesco
Atlanta,
Georgia
| $2.33B | +$406M | 20 | 1.01% | Increased |
|
| 18 |
Morgan Stanley
New York
| $2.31B | +$128M | 21 | 1.09% | Increased |
|
| 19 |
Ameriprise
Minneapolis,
Minnesota
| $2.28B | +$87.9M | 19 | 1.5% | Increased |
|
| 20 |
Norges Bank
Oslo,
Norway
| $2.04B | -$34.7M | 14 | 1.19% | Reduced |
|
| 21 |
BlackRock Fund Advisors
San Francisco,
California
| $1.99B | +$55.2M | 19 | 0.67% | Increased |
|
| 22 |
Wells Fargo
San Francisco,
California
| $1.74B | +$310M | 20 | 0.83% | Increased |
|
| 23 |
Bank of America
Charlotte,
North Carolina
| $1.7B | +$105M | 21 | 0.68% | Increased |
|
| 24 |
TIAA CREF Investment Management
New York
| $1.64B | -$16.8M | 15 | 1.28% | Reduced |
|
| 25 |
Goldman Sachs
New York
| $1.62B | +$288M | 20 | 0.6% | Increased |
|