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 | +$371M | 20 | 0.71% | Increased |
|
| 2 |
Fidelity Investments
Boston,
Massachusetts
| $9.19B | -$660M | 14 | 1.22% | Reduced |
|
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
| $8.86B | +$795M | 15 | 1.78% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $8.6B | +$528M | 22 | 0.87% | Increased |
|
| 5 |
Wellington Management Group
Boston,
Massachusetts
| $5.99B | +$33.8M | 17 | 1.5% | Increased |
|
| 6 |
BlackRock Institutional Trust
San Francisco,
California
| $5.29B | -$8.97M | 22 | 0.82% | Reduced |
|
| 7 |
JP Morgan Chase
New York
| $4.62B | -$387M | 21 | 1.14% | Reduced |
|
| 8 |
Franklin Resources
San Mateo,
California
| $4.53B | +$274M | 12 | 2.37% | Increased |
|
| 9 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.21B | -$167M | 2 | 5.02% | Reduced |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| $2.9B | -$279M | 27 | 0.64% | Reduced |
|
| 11 |
BlackRock Fund Advisors
San Francisco,
California
| $2.9B | +$16.9M | 20 | 0.6% | Increased |
|
| 12 |
Invesco
Atlanta,
Georgia
| $2.72B | +$95.8M | 22 | 0.94% | Increased |
|
| 13 |
Evercore Trust Company
New York
| $2.64B | -$53.2M | 1 | 8.62% | Reduced |
|
| 14 |
Dimensional Fund Advisors
Austin,
Texas
| $2.58B | +$152M | 21 | 1.39% | Increased |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $2.53B | -$52.5M | 23 | 0.79% | Reduced |
|
| 16 |
Norges Bank
Oslo,
Norway
| $2.48B | +$410M | 15 | 1.17% | Increased |
|
| 17 |
Morgan Stanley
New York
| $2.44B | +$122M | 26 | 0.83% | Increased |
|
| 18 |
Harris Associates
Chicago,
Illinois
| $2.4B | -$152M | 2 | 4.76% | Reduced |
|
| 19 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
| $2.35B | -$61.8M | 6 | 3.58% | Reduced |
|
| 20 |
Bank of New York Mellon
New York
| $2.35B | +$19.8M | 22 | 0.7% | Increased |
|
| 21 |
Goldman Sachs
New York
| $2.33B | +$413M | 25 | 0.7% | Increased |
|
| 22 |
Ameriprise
Minneapolis,
Minnesota
| $2.07B | +$136M | 20 | 1.16% | Increased |
|
| 23 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.95B | +$229M | 5 | 0.95% | Increased |
|
| 24 |
Janus Henderson Investors US
Denver,
Colorado
| $1.87B | -$72.9M | 10 | 1.58% | Reduced |
|
| 25 |
Jennison Associates
New York
| $1.81B | -$46.6M | 4 | 1.95% | Reduced |
|