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
| $15.2B | +$435M | 20 | 0.75% | Increased |
|
| 2 |
BlackRock
New York
| $15.1B | +$1.07B | 22 | 0.8% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $11.3B | -$2.12B | 16 | 1.4% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $9.91B | +$306M | 22 | 0.88% | Increased |
|
| 5 |
Wellington Management Group
Boston,
Massachusetts
| $5.92B | -$372M | 17 | 1.4% | Reduced |
|
| 6 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $5.57B | -$78.9M | 2 | 7.49% | Reduced |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $5.39B | -$3.04B | 17 | 0.97% | Reduced |
|
| 8 |
Franklin Resources
San Mateo,
California
| $3.5B | -$151M | 11 | 1.75% | Reduced |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $3.23B | +$138M | 27 | 0.64% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $3.03B | -$16.3M | 21 | 0.94% | Reduced |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $3.01B | +$69.8M | 23 | 0.84% | Increased |
|
| 12 |
Harris Associates
Chicago,
Illinois
| $2.97B | -$48.2M | 3 | 5.35% | Reduced |
|
| 13 |
Norges Bank
Oslo,
Norway
| $2.82B | +$172M | 15 | 1.12% | Increased |
|
| 14 |
Dimensional Fund Advisors
Austin,
Texas
| $2.79B | +$15.1M | 22 | 1.29% | Increased |
|
| 15 |
Morgan Stanley
New York
| $2.67B | -$626M | 28 | 0.81% | Reduced |
|
| 16 |
JP Morgan Chase
New York
| $2.65B | -$462M | 21 | 0.61% | Reduced |
|
| 17 |
Bank of New York Mellon
New York
| $2.44B | +$36.2M | 22 | 0.69% | Increased |
|
| 18 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.34B | +$15.2M | 6 | 1.04% | Increased |
|
| 19 |
Capital World Investors
Los Angeles,
California
| $2.31B | +$56.7M | 3 | 0.54% | Increased |
|
| 20 |
Evercore Trust Company
New York
| $2.27B | -$11.9M | 1 | 6.92% | Reduced |
|
| 21 |
Geode Capital Management
Boston,
Massachusetts
| $2.22B | +$52.5M | 25 | 0.87% | Increased |
|
| 22 |
Goldman Sachs
New York
| $2.14B | -$468M | 22 | 0.55% | Reduced |
|
| 23 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.1B | +$340M | 1 | 1.29% | Increased |
|
| 24 |
Janus Henderson Group
London,
| $2.08B | +$1.85B | 10 | 1.41% | Increased |
|
| 25 |
GC
Greenlight Capital
New York
| $1.91B | $0 | 1 | 30.86% | Maintained |
|