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
| $22.7B | +$496M | 25 | 0.81% | Increased |
|
| 2 |
BlackRock
New York
| $21.8B | +$241M | 31 | 0.87% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $14B | -$128M | 3 | 3.38% | Reduced |
|
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $13.8B | -$289M | 3 | 10.5% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $12B | +$729M | 21 | 1.32% | Increased |
|
| 6 |
State Street
Boston,
Massachusetts
| $10.3B | -$242M | 27 | 0.75% | Reduced |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $6.91B | -$805M | 17 | 0.87% | Reduced |
|
| 8 |
JP Morgan Chase
New York
| $6.73B | +$649M | 34 | 1.3% | Increased |
|
| 9 |
Norges Bank
Oslo,
Norway
| $4.86B | +$271M | 17 | 1.4% | Increased |
|
| 10 |
Jennison Associates
New York
| $4.29B | -$310M | 7 | 3.87% | Reduced |
|
| 11 |
Geode Capital Management
Boston,
Massachusetts
| $3.93B | +$134M | 30 | 0.84% | Increased |
|
| 12 |
Goldman Sachs
New York
| $3.79B | -$618M | 31 | 1.15% | Reduced |
|
| 13 |
Nuveen
Charlotte,
North Carolina
| $3.41B | +$407M | 21 | 1.39% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $3.21B | -$37.7M | 29 | 0.76% | Reduced |
|
| 15 |
Massachusetts Financial Services
Boston,
Massachusetts
| $3.14B | -$300M | 7 | 1.24% | Reduced |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $3.06B | -$43.7M | 34 | 0.47% | Reduced |
|
| 17 |
Invesco
Atlanta,
Georgia
| $2.79B | -$77.3M | 24 | 1% | Reduced |
|
| 18 |
Bank of New York Mellon
New York
| $2.79B | +$179M | 25 | 0.74% | Increased |
|
| 19 |
Franklin Resources
San Mateo,
California
| $2.66B | +$372M | 13 | 1.37% | Increased |
|
| 20 |
Capital Research Global Investors
Los Angeles,
California
| $2.57B | +$525M | 7 | 0.81% | Increased |
|
| 21 |
Dimensional Fund Advisors
Austin,
Texas
| $2.4B | +$1.8M | 25 | 1.06% | Increased |
|
| 22 |
Ameriprise
Minneapolis,
Minnesota
| $2.15B | +$254M | 23 | 0.92% | Increased |
|
| 23 |
Wellington Management Group
Boston,
Massachusetts
| $2.07B | -$110M | 14 | 0.46% | Reduced |
|
| 24 |
Wells Fargo
San Francisco,
California
| $1.94B | -$23M | 32 | 0.57% | Reduced |
|
| 25 |
Morgan Stanley
New York
| $1.93B | -$97.6M | 42 | 0.43% | Reduced |
|