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
| $12.1B | +$94.6M | 19 | 0.82% | Increased |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $8.9B | +$340M | 17 | 1.14% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $8.25B | -$314M | 18 | 0.88% | Reduced |
|
| 4 |
Wellington Management Group
Boston,
Massachusetts
| $6.32B | -$121M | 18 | 1.63% | Reduced |
|
| 5 |
BlackRock Institutional Trust
San Francisco,
California
| $5.5B | +$124M | 20 | 0.88% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $5.48B | +$416M | 19 | 1.29% | Increased |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.63B | -$489M | 16 | 0.95% | Reduced |
|
| 8 |
Franklin Resources
San Mateo,
California
| $4.51B | -$119M | 11 | 2.05% | Reduced |
|
| 9 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.78B | +$56.3M | 2 | 6.79% | Increased |
|
| 10 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $3.44B | -$104M | 7 | 4.68% | Reduced |
|
| 11 |
Morgan Stanley
New York
| $3.35B | -$10.7M | 26 | 1.16% | Reduced |
|
| 12 |
Evercore Trust Company
New York
| $3.26B | +$1.44M | 1 | 11.7% | Increased |
|
| 13 |
Harris Associates
Chicago,
Illinois
| $2.96B | +$375M | 3 | 4.72% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $2.89B | -$27.9M | 21 | 0.87% | Reduced |
|
| 15 |
Invesco
Atlanta,
Georgia
| $2.8B | -$65.2M | 22 | 1.1% | Reduced |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $2.76B | +$78.8M | 24 | 0.9% | Increased |
|
| 17 |
Bank of New York Mellon
New York
| $2.75B | -$77.6M | 20 | 0.76% | Reduced |
|
| 18 |
Ameriprise
Minneapolis,
Minnesota
| $2.51B | +$33.4M | 20 | 1.43% | Increased |
|
| 19 |
BlackRock Fund Advisors
San Francisco,
California
| $2.45B | +$79.1M | 18 | 0.59% | Increased |
|
| 20 |
Goldman Sachs
New York
| $2.29B | +$330M | 22 | 0.71% | Increased |
|
| 21 |
Norges Bank
Oslo,
Norway
| $2.18B | -$242M | 14 | 1.09% | Reduced |
|
| 22 |
Jennison Associates
New York
| $2.17B | +$255M | 6 | 1.99% | Increased |
|
| 23 |
Dimensional Fund Advisors
Austin,
Texas
| $2.17B | +$161M | 19 | 1.33% | Increased |
|
| 24 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.03B | -$218M | 8 | 1.03% | Reduced |
|
| 25 |
Wells Fargo
San Francisco,
California
| $2.02B | +$153M | 22 | 0.78% | Increased |
|