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 | +$109M | 24 | 0.62% | Increased |
|
| 2 |
BlackRock
New York
| $16.5B | +$607M | 29 | 0.7% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $9.54B | -$81.5M | 28 | 0.71% | Reduced |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $8.32B | +$315M | 16 | 1.18% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $6.53B | -$438M | 21 | 0.78% | Reduced |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $6.44B | -$121M | 2 | 1.55% | Reduced |
|
| 7 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $3.87B | +$10.5M | 3 | 4.41% | Increased |
|
| 8 |
Invesco
Atlanta,
Georgia
| $3.87B | -$20.6M | 26 | 1.01% | Reduced |
|
| 9 |
Harris Associates
Chicago,
Illinois
| $3.15B | -$118M | 3 | 6.12% | Reduced |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| $3.04B | +$151M | 37 | 0.45% | Increased |
|
| 11 |
Massachusetts Financial Services
Boston,
Massachusetts
| $3.01B | +$396M | 7 | 1.21% | Increased |
|
| 12 |
Wellington Management Group
Boston,
Massachusetts
| $2.98B | +$239M | 14 | 0.67% | Increased |
|
| 13 |
Norges Bank
Oslo,
Norway
| $2.96B | -$221M | 16 | 0.91% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $2.84B | -$153M | 28 | 0.68% | Reduced |
|
| 15 |
Dimensional Fund Advisors
Austin,
Texas
| $2.82B | -$45.2M | 24 | 1.1% | Reduced |
|
| 16 |
Geode Capital Management
Boston,
Massachusetts
| $2.79B | +$40.6M | 29 | 0.65% | Increased |
|
| 17 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.71B | $0 | 1 | 1.26% | Maintained |
|
| 18 |
JP Morgan Chase
New York
| $2.64B | +$54.4M | 23 | 0.53% | Increased |
|
| 19 |
Franklin Resources
San Mateo,
California
| $2.38B | -$528M | 11 | 1.29% | Reduced |
|
| 20 |
Janus Henderson Group
London,
| $2.27B | +$87.3M | 12 | 1.23% | Increased |
|
| 21 |
Ameriprise
Minneapolis,
Minnesota
| $2.27B | +$524M | 21 | 1.02% | Increased |
|
| 22 |
Morgan Stanley
New York
| $2.19B | -$159M | 38 | 0.58% | Reduced |
|
| 23 |
Goldman Sachs
New York
| $2.17B | -$513M | 25 | 0.63% | Reduced |
|
| 24 |
Bank of New York Mellon
New York
| $2.14B | -$22M | 25 | 0.59% | Reduced |
|
| 25 |
Artisan Partners
Milwaukee,
Wisconsin
| $2.12B | -$261M | 3 | 4.02% | Reduced |
|