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
| $15.8B | +$217M | 22 | 0.62% | Increased |
|
| 2 |
BlackRock
New York
| $15.2B | +$47.8M | 27 | 0.66% | Increased |
|
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
| $10.7B | +$4.01B | 17 | 1.56% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $9.63B | +$568M | 26 | 0.74% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $5.68B | -$3.71B | 19 | 0.64% | Reduced |
|
| 6 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $5.34B | +$630M | 3 | 5.77% | Increased |
|
| 7 |
Capital World Investors
Los Angeles,
California
| $4.64B | +$636M | 3 | 1.13% | Increased |
|
| 8 |
Wellington Management Group
Boston,
Massachusetts
| $3.48B | -$1.07B | 15 | 0.73% | Reduced |
|
| 9 |
Dimensional Fund Advisors
Austin,
Texas
| $3.23B | +$16.8M | 23 | 1.23% | Increased |
|
| 10 |
Harris Associates
Chicago,
Illinois
| $3.22B | +$67.3M | 3 | 5.07% | Increased |
|
| 11 |
JP Morgan Chase
New York
| $3.12B | -$791M | 22 | 0.6% | Reduced |
|
| 12 |
Franklin Resources
San Mateo,
California
| $2.94B | +$1.03B | 10 | 1.47% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $2.92B | +$4.74M | 25 | 0.71% | Increased |
|
| 14 |
Bank of America
Charlotte,
North Carolina
| $2.9B | -$264M | 32 | 0.45% | Reduced |
|
| 15 |
Goldman Sachs
New York
| $2.74B | +$173M | 25 | 0.71% | Increased |
|
| 16 |
Invesco
Atlanta,
Georgia
| $2.74B | -$216M | 22 | 0.86% | Reduced |
|
| 17 |
Morgan Stanley
New York
| $2.48B | -$156M | 35 | 0.62% | Reduced |
|
| 18 |
Norges Bank
Oslo,
Norway
| $2.44B | +$111M | 16 | 0.79% | Increased |
|
| 19 |
Bank of New York Mellon
New York
| $2.44B | -$239M | 24 | 0.63% | Reduced |
|
| 20 |
Geode Capital Management
Boston,
Massachusetts
| $2.39B | +$74.3M | 24 | 0.67% | Increased |
|
| 21 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.33B | -$114M | 5 | 0.96% | Reduced |
|
| 22 |
Janus Henderson Group
London,
| $2.27B | -$200M | 13 | 1.21% | Reduced |
|
| 23 |
Berkshire Hathaway
Omaha,
Nebraska
| $1.77B | +$39.3M | 1 | 0.8% | Increased |
|
| 24 |
Newport Trust Company
Washington,
District of Columbia
| $1.73B | +$20.5M | 1 | 4.79% | Increased |
|
| 25 |
Wells Fargo
San Francisco,
California
| $1.7B | +$38.2M | 25 | 0.48% | Increased |
|