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
| $17.2B | +$254M | 22 | 0.72% | Increased |
|
| 2 |
BlackRock
New York
| $16.9B | +$296M | 27 | 0.78% | Increased |
|
| 3 |
Fidelity Investments
Boston,
Massachusetts
| $10.6B | +$1.98B | 17 | 1.22% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $9.98B | -$24.3M | 25 | 0.83% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $8.26B | +$227M | 17 | 1.26% | Increased |
|
| 6 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $5.96B | +$87.1M | 2 | 6.43% | Increased |
|
| 7 |
Capital World Investors
Los Angeles,
California
| $4.97B | +$1.93B | 3 | 1.06% | Increased |
|
| 8 |
Wellington Management Group
Boston,
Massachusetts
| $4.39B | -$651M | 16 | 0.98% | Reduced |
|
| 9 |
JP Morgan Chase
New York
| $4.07B | +$234M | 22 | 0.84% | Increased |
|
| 10 |
Harris Associates
Chicago,
Illinois
| $3.59B | +$40.1M | 3 | 5.81% | Increased |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $3.36B | -$132M | 31 | 0.56% | Reduced |
|
| 12 |
Dimensional Fund Advisors
Austin,
Texas
| $3.34B | -$94.2M | 23 | 1.33% | Reduced |
|
| 13 |
Invesco
Atlanta,
Georgia
| $3.24B | +$180M | 22 | 1.07% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $3.16B | +$3.06M | 25 | 0.8% | Increased |
|
| 15 |
Morgan Stanley
New York
| $2.92B | -$272M | 32 | 0.79% | Reduced |
|
| 16 |
Bank of New York Mellon
New York
| $2.89B | +$104M | 23 | 0.79% | Increased |
|
| 17 |
Goldman Sachs
New York
| $2.76B | -$267M | 22 | 0.75% | Reduced |
|
| 18 |
Janus Henderson Group
London,
| $2.63B | -$108M | 11 | 1.5% | Reduced |
|
| 19 |
Geode Capital Management
Boston,
Massachusetts
| $2.58B | +$86.1M | 24 | 0.79% | Increased |
|
| 20 |
Norges Bank
Oslo,
Norway
| $2.54B | -$104M | 15 | 0.87% | Reduced |
|
| 21 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.35B | -$79.9M | 5 | 1.01% | Reduced |
|
| 22 |
Franklin Resources
San Mateo,
California
| $2.16B | -$770M | 10 | 1.11% | Reduced |
|
| 23 |
Newport Trust Company
Washington,
District of Columbia
| $2.04B | -$42.2M | 1 | 5.93% | Reduced |
|
| 24 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.02B | +$54.9M | 1 | 1.04% | Increased |
|
| 25 |
Elliott Management
New York
| $1.88B | +$87.9M | 1 | 9.33% | Increased |
|