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 |
BlackRock
New York
| $19.4B | +$570M | 29 | 0.74% | Increased |
|
| 2 |
Vanguard Group
Malvern,
Pennsylvania
| $19.3B | +$224M | 24 | 0.66% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $10.6B | -$29.8M | 28 | 0.72% | Reduced |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $9.16B | -$233M | 16 | 1.19% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $8B | -$113M | 19 | 0.88% | Reduced |
|
| 6 |
Capital World Investors
Los Angeles,
California
| $7.92B | -$277M | 3 | 1.77% | Reduced |
|
| 7 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $6.71B | +$93.9M | 3 | 6.48% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $3.96B | +$714M | 25 | 0.74% | Increased |
|
| 9 |
Invesco
Atlanta,
Georgia
| $3.45B | -$736M | 24 | 1.07% | Reduced |
|
| 10 |
Massachusetts Financial Services
Boston,
Massachusetts
| $3.45B | +$67.5M | 7 | 1.3% | Increased |
|
| 11 |
Norges Bank
Oslo,
Norway
| $3.32B | -$35.9M | 16 | 0.93% | Reduced |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| $3.26B | +$84M | 29 | 0.68% | Increased |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $3.25B | -$128M | 34 | 0.47% | Reduced |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $3.17B | -$46.8M | 28 | 0.71% | Reduced |
|
| 15 |
Harris Associates
Chicago,
Illinois
| $3.15B | -$76.7M | 3 | 5.58% | Reduced |
|
| 16 |
Dimensional Fund Advisors
Austin,
Texas
| $3.01B | -$17.3M | 24 | 1.1% | Reduced |
|
| 17 |
Wellington Management Group
Boston,
Massachusetts
| $2.86B | -$393M | 13 | 0.6% | Reduced |
|
| 18 |
Renaissance Technologies
New York
| $2.84B | +$1.02B | 23 | 2.18% | Increased |
|
| 19 |
Berkshire Hathaway
Omaha,
Nebraska
| $2.75B | +$99.2M | 1 | 1.13% | Increased |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $2.71B | +$509M | 18 | 1.03% | Increased |
|
| 21 |
Goldman Sachs
New York
| $2.68B | +$192M | 28 | 0.68% | Increased |
|
| 22 |
Janus Henderson Group
London,
| $2.67B | +$98.1M | 12 | 1.37% | Increased |
|
| 23 |
Ameriprise
Minneapolis,
Minnesota
| $2.65B | +$81.9M | 21 | 1.1% | Increased |
|
| 24 |
Morgan Stanley
New York
| $2.51B | -$32.6M | 40 | 0.58% | Reduced |
|
| 25 |
Bank of New York Mellon
New York
| $2.48B | +$83.1M | 24 | 0.64% | Increased |
|