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
| $17.1B | +$268M | 20 | 0.75% | Increased |
|
| 2 |
BlackRock
New York
| $16.8B | +$281M | 24 | 0.8% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $10.7B | +$153M | 22 | 0.86% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $8.88B | -$1.51B | 18 | 1.04% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $5.79B | +$1.37B | 17 | 0.94% | Increased |
|
| 6 |
Wellington Management Group
Boston,
Massachusetts
| $5.62B | -$536M | 16 | 1.24% | Reduced |
|
| 7 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $5.42B | -$89.7M | 2 | 6.74% | Reduced |
|
| 8 |
Bank of America
Charlotte,
North Carolina
| $3.96B | -$114M | 29 | 0.66% | Reduced |
|
| 9 |
Harris Associates
Chicago,
Illinois
| $3.65B | -$73.8M | 3 | 5.98% | Reduced |
|
| 10 |
JP Morgan Chase
New York
| $3.38B | +$44.8M | 24 | 0.71% | Increased |
|
| 11 |
Dimensional Fund Advisors
Austin,
Texas
| $3.37B | -$16.1M | 23 | 1.4% | Reduced |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $3.37B | -$43.3M | 23 | 0.85% | Reduced |
|
| 13 |
Morgan Stanley
New York
| $3.34B | -$10.5M | 30 | 0.91% | Reduced |
|
| 14 |
Franklin Resources
San Mateo,
California
| $3.16B | +$154M | 10 | 1.52% | Increased |
|
| 15 |
Goldman Sachs
New York
| $3.1B | +$143M | 22 | 0.74% | Increased |
|
| 16 |
Norges Bank
Oslo,
Norway
| $2.92B | -$47.9M | 15 | 1.05% | Reduced |
|
| 17 |
Invesco
Atlanta,
Georgia
| $2.9B | -$282M | 21 | 1.05% | Reduced |
|
| 18 |
Janus Henderson Group
London,
| $2.81B | +$174M | 12 | 1.71% | Increased |
|
| 19 |
Bank of New York Mellon
New York
| $2.62B | +$32.8M | 23 | 0.69% | Increased |
|
| 20 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.52B | -$42.6M | 6 | 1.06% | Reduced |
|
| 21 |
Geode Capital Management
Boston,
Massachusetts
| $2.46B | +$66.7M | 23 | 0.83% | Increased |
|
| 22 |
Newport Trust Company
Washington,
District of Columbia
| $2.34B | +$2.3B | 1 | 6.51% | New |
|
| 23 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $2.29B | +$423M | 25 | 1.47% | Increased |
|
| 24 |
Capital World Investors
Los Angeles,
California
| $2.28B | +$2.78M | 2 | 0.49% | Increased |
|
| 25 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.05B | -$434M | 1 | 1.07% | Reduced |
|