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
| $16.9B | +$230M | 20 | 0.79% | Increased |
|
| 2 |
BlackRock
New York
| $16.3B | +$117M | 23 | 0.82% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $10.8B | -$697M | 19 | 1.3% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $10.4B | -$271M | 22 | 0.9% | Reduced |
|
| 5 |
Wellington Management Group
Boston,
Massachusetts
| $5.96B | -$210M | 15 | 1.37% | Reduced |
|
| 6 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $5.9B | +$52.6M | 2 | 7.47% | Increased |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.62B | -$942M | 17 | 0.79% | Reduced |
|
| 8 |
Bank of America
Charlotte,
North Carolina
| $3.97B | +$393M | 27 | 0.63% | Increased |
|
| 9 |
Harris Associates
Chicago,
Illinois
| $3.72B | -$29.8M | 3 | 6.28% | Reduced |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $3.34B | +$98.7M | 23 | 0.87% | Increased |
|
| 11 |
JP Morgan Chase
New York
| $3.3B | +$441M | 20 | 0.73% | Increased |
|
| 12 |
Morgan Stanley
New York
| $3.25B | +$407M | 30 | 0.97% | Increased |
|
| 13 |
Invesco
Atlanta,
Georgia
| $3.17B | -$140M | 21 | 1.17% | Reduced |
|
| 14 |
Dimensional Fund Advisors
Austin,
Texas
| $3.16B | +$15.4M | 22 | 1.38% | Increased |
|
| 15 |
Norges Bank
Oslo,
Norway
| $3.01B | -$75.6M | 15 | 1.14% | Reduced |
|
| 16 |
Franklin Resources
San Mateo,
California
| $2.9B | -$932M | 9 | 1.42% | Reduced |
|
| 17 |
Goldman Sachs
New York
| $2.89B | +$469M | 26 | 0.71% | Increased |
|
| 18 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.7B | +$170M | 6 | 1.17% | Increased |
|
| 19 |
Janus Henderson Group
London,
| $2.59B | +$165M | 9 | 1.66% | Increased |
|
| 20 |
Bank of New York Mellon
New York
| $2.59B | -$33.8M | 22 | 0.71% | Reduced |
|
| 21 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.42B | $0 | 1 | 1.36% | Maintained |
|
| 22 |
Geode Capital Management
Boston,
Massachusetts
| $2.39B | +$20.3M | 25 | 0.88% | Increased |
|
| 23 |
Evercore Trust Company
New York
| $2.34B | -$80.2M | 1 | 6.78% | Reduced |
|
| 24 |
Capital World Investors
Los Angeles,
California
| $2.34B | -$79.5M | 2 | 0.53% | Reduced |
|
| 25 |
Soroban Capital Partners
New York
| $1.89B | $0 | 1 | 7.12% | Maintained |
|