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
| $14.2B | +$454M | 20 | 0.73% | Increased |
|
| 2 |
BlackRock
New York
| $13.5B | +$13B | 22 | 0.74% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $11.5B | +$620M | 17 | 1.46% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $9.3B | -$43.8M | 22 | 0.83% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $7.56B | -$1.56B | 17 | 1.42% | Reduced |
|
| 6 |
Wellington Management Group
Boston,
Massachusetts
| $6.05B | +$257M | 18 | 1.46% | Increased |
|
| 7 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $4.54B | -$95.1M | 2 | 6.61% | Reduced |
|
| 8 |
Franklin Resources
San Mateo,
California
| $3.66B | -$774M | 12 | 1.86% | Reduced |
|
| 9 |
Morgan Stanley
New York
| $3.06B | +$130M | 27 | 0.94% | Increased |
|
| 10 |
Harris Associates
Chicago,
Illinois
| $3.05B | +$125M | 3 | 5.58% | Increased |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $3.04B | +$216M | 27 | 0.61% | Increased |
|
| 12 |
JP Morgan Chase
New York
| $3.02B | -$832M | 21 | 0.69% | Reduced |
|
| 13 |
Invesco
Atlanta,
Georgia
| $2.9B | +$16M | 21 | 0.95% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $2.83B | +$18.7M | 23 | 0.82% | Increased |
|
| 15 |
Dimensional Fund Advisors
Austin,
Texas
| $2.78B | -$38.8M | 21 | 1.33% | Reduced |
|
| 16 |
Goldman Sachs
New York
| $2.55B | -$76.6M | 23 | 0.69% | Reduced |
|
| 17 |
Norges Bank
Oslo,
Norway
| $2.54B | -$91.3M | 15 | 1.04% | Reduced |
|
| 18 |
Evercore Trust Company
New York
| $2.37B | -$20.7M | 1 | 7.35% | Reduced |
|
| 19 |
Bank of New York Mellon
New York
| $2.33B | +$54.2M | 23 | 0.64% | Increased |
|
| 20 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.16B | +$588K | 5 | 1.01% | Increased |
|
| 21 |
Geode Capital Management
Boston,
Massachusetts
| $2.08B | +$175M | 25 | 0.85% | Increased |
|
| 22 |
Capital World Investors
Los Angeles,
California
| $2.02B | +$203M | 3 | 0.48% | Increased |
|
| 23 |
Janus Henderson Investors US
Denver,
Colorado
| $1.95B | -$55.1M | 9 | 1.59% | Reduced |
|
| 24 |
GC
Greenlight Capital
New York
| $1.94B | +$1.52B | 1 | 26.91% | Increased |
|
| 25 |
Berkshire Hathaway
Omaha,
Nebraska
| $1.77B | $0 | 1 | 1.09% | Maintained |
|