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
| $10.8B | +$178M | 19 | 0.78% | Increased |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $7.68B | -$279M | 15 | 1.09% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $7.32B | +$241M | 18 | 0.85% | Increased |
|
| 4 |
Wellington Management Group
Boston,
Massachusetts
| $5.52B | +$257M | 17 | 1.54% | Increased |
|
| 5 |
JP Morgan Chase
New York
| $4.8B | -$14.3M | 18 | 1.28% | Reduced |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| $4.79B | -$44.2M | 18 | 0.84% | Reduced |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.47B | +$381M | 16 | 0.99% | Increased |
|
| 8 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.95B | +$546M | 2 | 7.73% | Increased |
|
| 9 |
Franklin Resources
San Mateo,
California
| $3.67B | -$213M | 12 | 1.81% | Reduced |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| $3.22B | +$890M | 23 | 0.8% | Increased |
|
| 11 |
Evercore Trust Company
New York
| $2.98B | +$32.7M | 1 | 11.42% | Increased |
|
| 12 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $2.86B | -$68.4M | 7 | 4.39% | Reduced |
|
| 13 |
Harris Associates
Chicago,
Illinois
| $2.8B | +$144M | 2 | 4.9% | Increased |
|
| 14 |
Morgan Stanley
New York
| $2.67B | -$267M | 25 | 0.99% | Reduced |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $2.51B | +$11.2M | 22 | 0.84% | Increased |
|
| 16 |
Invesco
Atlanta,
Georgia
| $2.25B | -$167M | 21 | 0.95% | Reduced |
|
| 17 |
Norges Bank
Oslo,
Norway
| $2.23B | +$397M | 15 | 1.17% | Increased |
|
| 18 |
Bank of New York Mellon
New York
| $2.21B | -$194M | 21 | 0.68% | Reduced |
|
| 19 |
BlackRock Fund Advisors
San Francisco,
California
| $2.18B | +$39.3M | 18 | 0.56% | Increased |
|
| 20 |
Janus Henderson Investors US
Denver,
Colorado
| $2.01B | +$271M | 8 | 1.8% | Increased |
|
| 21 |
Dimensional Fund Advisors
Austin,
Texas
| $1.94B | +$131M | 19 | 1.27% | Increased |
|
| 22 |
Jennison Associates
New York
| $1.84B | -$115M | 4 | 1.89% | Reduced |
|
| 23 |
Goldman Sachs
New York
| $1.84B | -$174M | 22 | 0.62% | Reduced |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| $1.83B | -$370M | 21 | 1.13% | Reduced |
|
| 25 |
Wells Fargo
San Francisco,
California
| $1.78B | +$53.9M | 23 | 0.75% | Increased |
|