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
| $33.9B | -$108M | 27 | 1.12% | Reduced |
|
| 2 |
BlackRock
New York
| $32.8B | +$619M | 36 | 1.21% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $25.3B | -$323M | 5 | 5.54% | Reduced |
|
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $17.6B | -$8.37B | 5 | 12.12% | Reduced |
|
| 5 |
State Street
Boston,
Massachusetts
| $14.8B | +$141M | 29 | 1.01% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $13.2B | -$3.22B | 28 | 1.34% | Reduced |
|
| 7 |
JP Morgan Chase
New York
| $9.88B | -$46.6M | 38 | 1.66% | Reduced |
|
| 8 |
Jennison Associates
New York
| $8.17B | -$204M | 5 | 6.57% | Reduced |
|
| 9 |
T. Rowe Price Associates
Baltimore,
Maryland
| $7.53B | -$622M | 20 | 0.87% | Reduced |
|
| 10 |
Goldman Sachs
New York
| $7.06B | +$728M | 36 | 2% | Increased |
|
| 11 |
Norges Bank
Oslo,
Norway
| $6.68B | +$217M | 19 | 1.77% | Increased |
|
| 12 |
Geode Capital Management
Boston,
Massachusetts
| $5.69B | -$34.8M | 34 | 1.12% | Reduced |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $4.57B | -$1.64M | 31 | 1% | Reduced |
|
| 14 |
Nuveen
Charlotte,
North Carolina
| $4.28B | -$762M | 22 | 1.65% | Reduced |
|
| 15 |
Bank of America
Charlotte,
North Carolina
| $4.13B | +$329M | 41 | 0.56% | Increased |
|
| 16 |
Bank of New York Mellon
New York
| $3.8B | +$6.24M | 29 | 0.94% | Increased |
|
| 17 |
Capital Research Global Investors
Los Angeles,
California
| $3.7B | +$701M | 7 | 1.11% | Increased |
|
| 18 |
Massachusetts Financial Services
Boston,
Massachusetts
| $3.57B | +$5.43M | 7 | 1.29% | Increased |
|
| 19 |
BAMCO Inc
New York
| $3.18B | -$235M | 2 | 9.75% | Reduced |
|
| 20 |
Invesco
Atlanta,
Georgia
| $3.11B | -$108M | 29 | 1.05% | Reduced |
|
| 21 |
Legal & General Group
London,
United Kingdom
| $2.89B | -$48.1M | 21 | 1.29% | Reduced |
|
| 22 |
Morgan Stanley
New York
| $2.88B | +$210M | 53 | 0.56% | Increased |
|
| 23 |
Wells Fargo
San Francisco,
California
| $2.84B | +$99.7M | 43 | 0.78% | Increased |
|
| 24 |
UBS AM
Chicago,
Illinois
| $2.76B | +$104M | 17 | 1.48% | Increased |
|
| 25 |
Primecap Management
Pasadena,
California
| $2.74B | -$411M | 3 | 2.26% | Reduced |
|