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
| $14.8B | +$553M | 22 | 0.67% | Increased |
|
| 2 |
BlackRock
New York
| $13.9B | +$310M | 25 | 0.7% | Increased |
|
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
| $8.96B | -$1.52B | 17 | 1.52% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $8.39B | -$131M | 24 | 0.76% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $6.45B | +$678M | 19 | 0.88% | Increased |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $6.34B | +$1.26B | 2 | 1.72% | Increased |
|
| 7 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $5.85B | -$129M | 3 | 7.6% | Reduced |
|
| 8 |
Harris Associates
Chicago,
Illinois
| $3.14B | +$165M | 3 | 6.33% | Increased |
|
| 9 |
Invesco
Atlanta,
Georgia
| $2.83B | +$284M | 23 | 1.08% | Increased |
|
| 10 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $2.75B | +$2.67B | 1 | 100% | New |
|
| 11 |
Wellington Management Group
Boston,
Massachusetts
| $2.74B | -$171M | 17 | 0.69% | Reduced |
|
| 12 |
Norges Bank
Oslo,
Norway
| $2.68B | +$573M | 16 | 1% | Increased |
|
| 13 |
Dimensional Fund Advisors
Austin,
Texas
| $2.64B | -$121M | 23 | 1.2% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $2.64B | +$84.9M | 25 | 0.74% | Increased |
|
| 15 |
Goldman Sachs
New York
| $2.63B | +$171M | 26 | 0.84% | Increased |
|
| 16 |
Franklin Resources
San Mateo,
California
| $2.5B | -$116M | 10 | 1.51% | Reduced |
|
| 17 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.42B | +$684M | 1 | 1.32% | Increased |
|
| 18 |
Geode Capital Management
Boston,
Massachusetts
| $2.29B | +$147M | 26 | 0.71% | Increased |
|
| 19 |
Bank of America
Charlotte,
North Carolina
| $2.22B | -$308M | 30 | 0.39% | Reduced |
|
| 20 |
JP Morgan Chase
New York
| $2.13B | -$535M | 22 | 0.49% | Reduced |
|
| 21 |
Morgan Stanley
New York
| $2.1B | -$140M | 36 | 0.63% | Reduced |
|
| 22 |
Bank of New York Mellon
New York
| $2.08B | -$49.2M | 24 | 0.65% | Reduced |
|
| 23 |
Janus Henderson Group
London,
| $1.95B | -$38M | 12 | 1.25% | Reduced |
|
| 24 |
Massachusetts Financial Services
Boston,
Massachusetts
| $1.91B | +$119M | 4 | 0.92% | Increased |
|
| 25 |
Jennison Associates
New York
| $1.87B | +$143M | 3 | 2.09% | Increased |
|