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
| $16.4B | +$238M | 21 | 0.72% | Increased |
|
| 2 |
BlackRock
New York
| $16.2B | +$399M | 24 | 0.77% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $9.63B | -$465M | 25 | 0.82% | Reduced |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $7.32B | -$1.12B | 17 | 0.87% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $6.96B | +$2.03B | 17 | 1.11% | Increased |
|
| 6 |
Wellington Management Group
Boston,
Massachusetts
| $5.11B | -$323M | 15 | 1.16% | Reduced |
|
| 7 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $4.97B | -$65M | 2 | 5.83% | Reduced |
|
| 8 |
JP Morgan Chase
New York
| $3.92B | +$715M | 23 | 0.84% | Increased |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $3.46B | -$372M | 29 | 0.59% | Reduced |
|
| 10 |
Harris Associates
Chicago,
Illinois
| $3.44B | -$86.4M | 3 | 5.74% | Reduced |
|
| 11 |
Dimensional Fund Advisors
Austin,
Texas
| $3.3B | +$83.7M | 23 | 1.37% | Increased |
|
| 12 |
Morgan Stanley
New York
| $3.15B | -$13.4M | 32 | 0.87% | Reduced |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $3.11B | -$76.3M | 23 | 0.81% | Reduced |
|
| 14 |
Goldman Sachs
New York
| $2.91B | -$44M | 23 | 0.74% | Reduced |
|
| 15 |
Invesco
Atlanta,
Georgia
| $2.85B | +$148M | 22 | 1.07% | Increased |
|
| 16 |
Franklin Resources
San Mateo,
California
| $2.81B | -$156M | 10 | 1.43% | Reduced |
|
| 17 |
Janus Henderson Group
London,
| $2.78B | -$75.4M | 11 | 1.64% | Reduced |
|
| 18 |
Bank of New York Mellon
New York
| $2.71B | +$242M | 23 | 0.75% | Increased |
|
| 19 |
Norges Bank
Oslo,
Norway
| $2.63B | -$227M | 15 | 0.95% | Reduced |
|
| 20 |
Capital World Investors
Los Angeles,
California
| $2.52B | +$638M | 2 | 0.57% | Increased |
|
| 21 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.42B | -$111M | 6 | 1.04% | Reduced |
|
| 22 |
Geode Capital Management
Boston,
Massachusetts
| $2.41B | +$113M | 24 | 0.78% | Increased |
|
| 23 |
Newport Trust Company
Washington,
District of Columbia
| $2.09B | +$13.2M | 1 | 5.87% | Increased |
|
| 24 |
HBK Investments
Dallas,
Texas
| $1.95B | +$145M | 10 | 13.46% | Increased |
|
| 25 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $1.92B | -$298M | 24 | 0.92% | Reduced |
|