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
| $16.6B | +$138M | 23 | 0.65% | Increased |
|
| 2 |
BlackRock
New York
| $16.2B | +$403M | 26 | 0.72% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $9.84B | +$320M | 25 | 0.77% | Increased |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $7.28B | -$2.6B | 18 | 1.07% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $6.72B | +$23.7M | 20 | 0.81% | Increased |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $6.57B | +$329M | 2 | 1.59% | Increased |
|
| 7 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $4.99B | -$47.5M | 3 | 5.46% | Reduced |
|
| 8 |
Harris Associates
Chicago,
Illinois
| $3.41B | -$23.6M | 3 | 6.25% | Reduced |
|
| 9 |
Franklin Resources
San Mateo,
California
| $3.28B | +$445M | 10 | 1.76% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $3.15B | +$43.2M | 24 | 1.06% | Increased |
|
| 11 |
Norges Bank
Oslo,
Norway
| $3.03B | +$56.9M | 16 | 0.98% | Increased |
|
| 12 |
Dimensional Fund Advisors
Austin,
Texas
| $2.99B | -$118M | 23 | 1.19% | Reduced |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $2.98B | +$194K | 27 | 0.74% | Increased |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $2.8B | -$361M | 17 | 0.63% | Reduced |
|
| 15 |
JP Morgan Chase
New York
| $2.73B | +$334M | 23 | 0.56% | Increased |
|
| 16 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.68B | $0 | 1 | 1.34% | Maintained |
|
| 17 |
Geode Capital Management
Boston,
Massachusetts
| $2.68B | +$114M | 27 | 0.69% | Increased |
|
| 18 |
Bank of America
Charlotte,
North Carolina
| $2.66B | +$109M | 31 | 0.41% | Increased |
|
| 19 |
Goldman Sachs
New York
| $2.56B | -$346M | 27 | 0.77% | Reduced |
|
| 20 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.44B | +$121M | 4 | 1.03% | Increased |
|
| 21 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $2.32B | $0 | 1 | 100% | Maintained |
|
| 22 |
Janus Henderson Group
London,
| $2.28B | +$1.55M | 12 | 1.26% | Increased |
|
| 23 |
Bank of New York Mellon
New York
| $2.22B | -$144M | 24 | 0.62% | Reduced |
|
| 24 |
Artisan Partners
Milwaukee,
Wisconsin
| $2.2B | +$64.4M | 3 | 4.33% | Increased |
|
| 25 |
Morgan Stanley
New York
| $2.08B | -$222M | 37 | 0.59% | Reduced |
|