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
| $17B | +$11.5M | 23 | 0.64% | Increased |
|
| 2 |
BlackRock
New York
| $16.3B | -$308M | 28 | 0.7% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $9.84B | -$294M | 26 | 0.73% | Reduced |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $7.51B | +$45.3M | 17 | 1.06% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $6.76B | +$137M | 19 | 0.79% | Increased |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $6.5B | +$301M | 3 | 1.52% | Increased |
|
| 7 |
Invesco
Atlanta,
Georgia
| $3.91B | +$750M | 24 | 1.01% | Increased |
|
| 8 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.77B | -$175M | 3 | 4% | Reduced |
|
| 9 |
Harris Associates
Chicago,
Illinois
| $3.37B | -$61.5M | 3 | 6.2% | Reduced |
|
| 10 |
Norges Bank
Oslo,
Norway
| $3.16B | +$117M | 16 | 0.98% | Increased |
|
| 11 |
Dimensional Fund Advisors
Austin,
Texas
| $3.06B | -$7.67M | 24 | 1.19% | Reduced |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $3.03B | -$30.5M | 28 | 0.72% | Reduced |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $2.95B | +$258M | 37 | 0.45% | Increased |
|
| 14 |
Franklin Resources
San Mateo,
California
| $2.89B | -$626M | 11 | 1.54% | Reduced |
|
| 15 |
Geode Capital Management
Boston,
Massachusetts
| $2.8B | +$39.5M | 27 | 0.68% | Increased |
|
| 16 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.78B | $0 | 1 | 1.34% | Maintained |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $2.78B | -$83.7M | 13 | 0.62% | Reduced |
|
| 18 |
Goldman Sachs
New York
| $2.72B | +$175M | 25 | 0.78% | Increased |
|
| 19 |
JP Morgan Chase
New York
| $2.55B | -$239M | 25 | 0.5% | Reduced |
|
| 20 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.51B | +$11.9M | 5 | 1.02% | Increased |
|
| 21 |
Morgan Stanley
New York
| $2.41B | +$351M | 42 | 0.64% | Increased |
|
| 22 |
Artisan Partners
Milwaukee,
Wisconsin
| $2.25B | -$52.2M | 3 | 4.15% | Reduced |
|
| 23 |
Janus Henderson Group
London,
| $2.23B | -$113M | 12 | 1.21% | Reduced |
|
| 24 |
Bank of New York Mellon
New York
| $2.22B | -$57.9M | 25 | 0.61% | Reduced |
|
| 25 |
Wells Fargo
San Francisco,
California
| $1.93B | +$115M | 28 | 0.55% | Increased |
|