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
| $11B | +$357M | 17 | 0.79% | Increased |
|
| 2 |
State Street
Boston,
Massachusetts
| $8.66B | +$106M | 17 | 0.86% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $7.61B | +$483M | 18 | 0.99% | Increased |
|
| 4 |
Wellington Management Group
Boston,
Massachusetts
| $6.59B | +$15.8M | 17 | 1.74% | Increased |
|
| 5 |
BlackRock Institutional Trust
San Francisco,
California
| $5.27B | -$110M | 17 | 0.84% | Reduced |
|
| 6 |
Franklin Resources
San Mateo,
California
| $4.99B | +$399M | 11 | 2.26% | Increased |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.98B | +$249M | 17 | 1.06% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $4.47B | -$118M | 19 | 1.02% | Reduced |
|
| 9 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $3.54B | +$152M | 7 | 4.73% | Increased |
|
| 10 |
Evercore Trust Company
New York
| $3.44B | +$35.8M | 1 | 12.24% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $2.86B | +$155M | 21 | 0.86% | Increased |
|
| 12 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $2.77B | +$1.6B | 2 | 5.56% | Increased |
|
| 13 |
Morgan Stanley
New York
| $2.74B | +$122M | 26 | 1% | Increased |
|
| 14 |
Invesco
Atlanta,
Georgia
| $2.72B | +$103M | 21 | 1.05% | Increased |
|
| 15 |
Harris Associates
Chicago,
Illinois
| $2.72B | +$95.4M | 2 | 4.22% | Increased |
|
| 16 |
Bank of New York Mellon
New York
| $2.69B | +$34.6M | 19 | 0.7% | Increased |
|
| 17 |
BlackRock Fund Advisors
San Francisco,
California
| $2.36B | +$140M | 17 | 0.58% | Increased |
|
| 18 |
Norges Bank
Oslo,
Norway
| $2.3B | +$261M | 15 | 1.17% | Increased |
|
| 19 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.27B | -$209M | 8 | 1.16% | Reduced |
|
| 20 |
Ameriprise
Minneapolis,
Minnesota
| $2.17B | -$121M | 19 | 1.27% | Reduced |
|
| 21 |
Goldman Sachs
New York
| $2.06B | +$501M | 20 | 0.65% | Increased |
|
| 22 |
Capital Research Global Investors
Los Angeles,
California
| $2.01B | -$122M | 7 | 0.68% | Reduced |
|
| 23 |
Wells Fargo
San Francisco,
California
| $1.94B | +$11.1M | 23 | 0.76% | Increased |
|
| 24 |
Dimensional Fund Advisors
Austin,
Texas
| $1.86B | +$120M | 19 | 1.22% | Increased |
|
| 25 |
Janus Henderson Investors US
Denver,
Colorado
| $1.81B | +$160M | 8 | 1.55% | Increased |
|