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
| $12.5B | +$969M | 19 | 0.84% | Increased |
|
| 2 |
State Street
Boston,
Massachusetts
| $8.82B | -$194M | 18 | 0.9% | Reduced |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $8.17B | +$71.1M | 17 | 1.04% | Increased |
|
| 4 |
Wellington Management Group
Boston,
Massachusetts
| $6.52B | -$591M | 19 | 1.68% | Reduced |
|
| 5 |
BlackRock Institutional Trust
San Francisco,
California
| $5.54B | +$62.1M | 17 | 0.86% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $5.19B | +$433M | 20 | 1.18% | Increased |
|
| 7 |
Franklin Resources
San Mateo,
California
| $4.88B | -$413M | 11 | 2.21% | Reduced |
|
| 8 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.63B | -$382M | 16 | 0.96% | Reduced |
|
| 9 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $3.57B | -$138M | 7 | 4.85% | Reduced |
|
| 10 |
Evercore Trust Company
New York
| $3.51B | -$69.7M | 1 | 12.32% | Reduced |
|
| 11 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.35B | +$213M | 2 | 6.33% | Increased |
|
| 12 |
Morgan Stanley
New York
| $3.11B | +$370M | 26 | 1.14% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $3.03B | +$23.8M | 21 | 0.91% | Increased |
|
| 14 |
Harris Associates
Chicago,
Illinois
| $2.93B | +$12.2M | 2 | 4.63% | Increased |
|
| 15 |
Bank of New York Mellon
New York
| $2.91B | +$75.6M | 19 | 0.76% | Increased |
|
| 16 |
Invesco
Atlanta,
Georgia
| $2.89B | -$99.2M | 21 | 1.12% | Reduced |
|
| 17 |
Bank of America
Charlotte,
North Carolina
| $2.78B | +$899M | 23 | 0.93% | Increased |
|
| 18 |
BlackRock Fund Advisors
San Francisco,
California
| $2.52B | +$59.2M | 17 | 0.6% | Increased |
|
| 19 |
Norges Bank
Oslo,
Norway
| $2.47B | -$16.2M | 15 | 1.21% | Reduced |
|
| 20 |
Ameriprise
Minneapolis,
Minnesota
| $2.34B | +$98.5M | 20 | 1.34% | Increased |
|
| 21 |
Capital Research Global Investors
Los Angeles,
California
| $2.23B | +$139M | 7 | 0.76% | Increased |
|
| 22 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.17B | -$252M | 8 | 1.1% | Reduced |
|
| 23 |
Dimensional Fund Advisors
Austin,
Texas
| $2.13B | +$170M | 19 | 1.34% | Increased |
|
| 24 |
Goldman Sachs
New York
| $1.98B | -$124M | 19 | 0.64% | Reduced |
|
| 25 |
Wells Fargo
San Francisco,
California
| $1.92B | -$156M | 23 | 0.75% | Reduced |
|