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
| $11.6B | +$287M | 19 | 0.75% | Increased |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $10.3B | +$1.07B | 16 | 1.43% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $7.82B | +$38M | 21 | 0.85% | Increased |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $6.01B | +$1.48B | 15 | 1.28% | Increased |
|
| 5 |
Wellington Management Group
Boston,
Massachusetts
| $5.84B | -$192M | 17 | 1.54% | Reduced |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| $5.09B | +$53.4M | 20 | 0.84% | Increased |
|
| 7 |
JP Morgan Chase
New York
| $4.74B | +$71.4M | 20 | 1.21% | Increased |
|
| 8 |
Franklin Resources
San Mateo,
California
| $3.89B | +$361M | 12 | 2.07% | Increased |
|
| 9 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.69B | -$273M | 2 | 6.49% | Reduced |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| $3.22B | +$181M | 24 | 0.78% | Increased |
|
| 11 |
Evercore Trust Company
New York
| $3.03B | +$75M | 1 | 9.92% | Increased |
|
| 12 |
Harris Associates
Chicago,
Illinois
| $2.75B | -$149M | 2 | 5.17% | Reduced |
|
| 13 |
BlackRock Fund Advisors
San Francisco,
California
| $2.58B | +$40.5M | 20 | 0.6% | Increased |
|
| 14 |
Goldman Sachs
New York
| $2.56B | +$350M | 24 | 0.84% | Increased |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $2.47B | +$37.5M | 22 | 0.82% | Increased |
|
| 16 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $2.44B | -$139M | 7 | 3.73% | Reduced |
|
| 17 |
Bank of New York Mellon
New York
| $2.26B | +$3.91M | 21 | 0.68% | Increased |
|
| 18 |
Ameriprise
Minneapolis,
Minnesota
| $2.25B | -$8.11M | 20 | 1.35% | Reduced |
|
| 19 |
Morgan Stanley
New York
| $2.24B | -$286M | 27 | 0.86% | Reduced |
|
| 20 |
Invesco
Atlanta,
Georgia
| $2.21B | -$29.8M | 20 | 0.9% | Reduced |
|
| 21 |
Dimensional Fund Advisors
Austin,
Texas
| $2.19B | +$136M | 21 | 1.31% | Increased |
|
| 22 |
Norges Bank
Oslo,
Norway
| $2.13B | -$44.8M | 15 | 1.05% | Reduced |
|
| 23 |
Jennison Associates
New York
| $1.78B | +$39.6M | 4 | 1.86% | Increased |
|
| 24 |
Janus Henderson Investors US
Denver,
Colorado
| $1.74B | -$524K | 9 | 1.51% | Reduced |
|
| 25 |
Wells Fargo
San Francisco,
California
| $1.64B | -$169M | 24 | 0.65% | Reduced |
|