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
| $11.8B | +$303M | 19 | 0.79% | Increased |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $9.47B | +$1.64B | 16 | 1.27% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $8.01B | +$245M | 20 | 0.88% | Increased |
|
| 4 |
Wellington Management Group
Boston,
Massachusetts
| $5.87B | +$235M | 17 | 1.53% | Increased |
|
| 5 |
BlackRock Institutional Trust
San Francisco,
California
| $5.2B | +$138M | 18 | 0.86% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $4.93B | -$150M | 20 | 1.24% | Reduced |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.73B | +$180M | 16 | 0.99% | Increased |
|
| 8 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $4.3B | +$278M | 2 | 7.48% | Increased |
|
| 9 |
Franklin Resources
San Mateo,
California
| $3.73B | -$179M | 12 | 1.89% | Reduced |
|
| 10 |
Harris Associates
Chicago,
Illinois
| $3.17B | +$17.7M | 2 | 5.36% | Increased |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $3.16B | -$203M | 22 | 0.75% | Reduced |
|
| 12 |
Evercore Trust Company
New York
| $3.08B | -$22.2M | 1 | 11.29% | Reduced |
|
| 13 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $2.7B | -$279M | 7 | 4.03% | Reduced |
|
| 14 |
Morgan Stanley
New York
| $2.63B | -$85.9M | 26 | 0.95% | Reduced |
|
| 15 |
BlackRock Fund Advisors
San Francisco,
California
| $2.58B | +$281M | 19 | 0.6% | Increased |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $2.48B | -$164M | 22 | 0.82% | Reduced |
|
| 17 |
Ameriprise
Minneapolis,
Minnesota
| $2.33B | +$464M | 20 | 1.37% | Increased |
|
| 18 |
Invesco
Atlanta,
Georgia
| $2.33B | +$2.81M | 21 | 0.93% | Increased |
|
| 19 |
Bank of New York Mellon
New York
| $2.31B | -$25.4M | 21 | 0.7% | Reduced |
|
| 20 |
Goldman Sachs
New York
| $2.3B | +$367M | 21 | 0.72% | Increased |
|
| 21 |
Norges Bank
Oslo,
Norway
| $2.23B | -$110M | 15 | 1.11% | Reduced |
|
| 22 |
Dimensional Fund Advisors
Austin,
Texas
| $2.11B | +$88.1M | 21 | 1.32% | Increased |
|
| 23 |
Wells Fargo
San Francisco,
California
| $1.93B | +$54.4M | 23 | 0.76% | Increased |
|
| 24 |
Janus Henderson Investors US
Denver,
Colorado
| $1.91B | -$199M | 9 | 1.63% | Reduced |
|
| 25 |
Jennison Associates
New York
| $1.78B | -$22.1M | 4 | 1.75% | Reduced |
|