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
| $14.2B | +$380M | 25 | 0.61% | Increased |
|
| 2 |
BlackRock
New York
| $14.1B | +$389M | 30 | 0.69% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $7.7B | +$201M | 3 | 2.23% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $7.4B | +$104M | 27 | 0.65% | Increased |
|
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $6.86B | -$1.09B | 3 | 7.43% | Reduced |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $6.68B | +$559M | 21 | 0.93% | Increased |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $5.45B | -$380M | 16 | 0.86% | Reduced |
|
| 8 |
JP Morgan Chase
New York
| $3.85B | +$660M | 29 | 0.9% | Increased |
|
| 9 |
Norges Bank
Oslo,
Norway
| $2.77B | +$545M | 16 | 0.99% | Increased |
|
| 10 |
Massachusetts Financial Services
Boston,
Massachusetts
| $2.7B | +$503M | 7 | 1.29% | Increased |
|
| 11 |
Goldman Sachs
New York
| $2.69B | +$947M | 31 | 0.95% | Increased |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| $2.46B | +$143M | 28 | 0.64% | Increased |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $2.36B | +$170M | 32 | 0.43% | Increased |
|
| 14 |
Jennison Associates
New York
| $2.3B | +$264M | 5 | 2.79% | Increased |
|
| 15 |
Invesco
Atlanta,
Georgia
| $2.25B | +$119M | 24 | 0.95% | Increased |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $2.23B | -$31.8M | 29 | 0.64% | Reduced |
|
| 17 |
Dimensional Fund Advisors
Austin,
Texas
| $1.87B | +$27.9M | 24 | 0.98% | Increased |
|
| 18 |
Nuveen
Charlotte,
North Carolina
| $1.82B | -$476M | 19 | 0.89% | Reduced |
|
| 19 |
Bank of New York Mellon
New York
| $1.8B | +$84.3M | 24 | 0.6% | Increased |
|
| 20 |
Wellington Management Group
Boston,
Massachusetts
| $1.79B | -$497M | 10 | 0.47% | Reduced |
|
| 21 |
Franklin Resources
San Mateo,
California
| $1.61B | +$359M | 13 | 1.07% | Increased |
|
| 22 |
Berkshire Hathaway
Omaha,
Nebraska
| $1.55B | -$9.74M | 1 | 0.88% | Reduced |
|
| 23 |
Harris Associates
Chicago,
Illinois
| $1.54B | -$295M | 3 | 4.26% | Reduced |
|
| 24 |
Ameriprise
Minneapolis,
Minnesota
| $1.47B | -$405M | 20 | 0.77% | Reduced |
|
| 25 |
Capital Research Global Investors
Los Angeles,
California
| $1.45B | +$925M | 5 | 0.57% | Increased |
|