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
| $11B | +$391M | 20 | 0.68% | Increased |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $9.14B | -$425M | 15 | 1.25% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $7.55B | +$148M | 22 | 0.81% | Increased |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $6.89B | +$1.41B | 15 | 1.46% | Increased |
|
| 5 |
Wellington Management Group
Boston,
Massachusetts
| $5.36B | -$187M | 17 | 1.39% | Reduced |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| $4.92B | +$257M | 21 | 0.8% | Increased |
|
| 7 |
JP Morgan Chase
New York
| $4.31B | -$100M | 21 | 1.07% | Reduced |
|
| 8 |
Franklin Resources
San Mateo,
California
| $3.99B | +$168M | 12 | 2.15% | Increased |
|
| 9 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.45B | +$205M | 2 | 6.15% | Increased |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| $2.91B | -$136M | 27 | 0.68% | Reduced |
|
| 11 |
Evercore Trust Company
New York
| $2.8B | -$19.7M | 1 | 8.95% | Reduced |
|
| 12 |
BlackRock Fund Advisors
San Francisco,
California
| $2.64B | +$270M | 20 | 0.58% | Increased |
|
| 13 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $2.41B | -$167M | 6 | 3.67% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $2.37B | +$75.4M | 23 | 0.77% | Increased |
|
| 15 |
Janus Henderson Investors US
Denver,
Colorado
| $2.36B | +$99.8M | 10 | 2.01% | Increased |
|
| 16 |
Invesco
Atlanta,
Georgia
| $2.32B | +$189M | 20 | 0.85% | Increased |
|
| 17 |
Dimensional Fund Advisors
Austin,
Texas
| $2.31B | +$90.2M | 21 | 1.33% | Increased |
|
| 18 |
Harris Associates
Chicago,
Illinois
| $2.29B | -$157M | 2 | 4.61% | Reduced |
|
| 19 |
Morgan Stanley
New York
| $2.23B | +$118M | 27 | 0.8% | Increased |
|
| 20 |
Bank of New York Mellon
New York
| $2.14B | +$47.4M | 22 | 0.65% | Increased |
|
| 21 |
Norges Bank
Oslo,
Norway
| $1.98B | +$39M | 15 | 0.94% | Increased |
|
| 22 |
Goldman Sachs
New York
| $1.78B | -$687M | 24 | 0.58% | Reduced |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| $1.74B | -$411M | 20 | 1.02% | Reduced |
|
| 24 |
Bank of Montreal
Toronto,
Ontario, Canada
| $1.69B | +$173M | 20 | 1.94% | Increased |
|
| 25 |
BlackRock Group
London,
United Kingdom
| $1.68B | +$186M | 16 | 0.87% | Increased |
|