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
| $63.2B | +$8.46B | 33 | 1.83% | Increased |
|
| 2 |
BlackRock
New York
| $59.7B | +$7.25B | 39 | 1.91% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $36.4B | -$3.47B | 6 | 7.02% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $32.1B | +$7.2B | 35 | 1.96% | Increased |
|
| 5 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $25.2B | -$3.76B | 8 | 14.04% | Reduced |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $20.7B | +$546M | 32 | 1.84% | Increased |
|
| 7 |
JP Morgan Chase
New York
| $12.5B | -$1.67B | 38 | 1.84% | Reduced |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $12.1B | +$2.65B | 41 | 2.03% | Increased |
|
| 9 |
T. Rowe Price Associates
Baltimore,
Maryland
| $10.9B | +$444M | 22 | 1.12% | Increased |
|
| 10 |
Norges Bank
Oslo,
Norway
| $10.9B | +$476M | 23 | 2.54% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $9.08B | +$1.69B | 35 | 1.77% | Increased |
|
| 12 |
Jennison Associates
New York
| $8.77B | -$3.36B | 5 | 6.25% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $7.24B | +$1.22B | 31 | 1.58% | Increased |
|
| 14 |
Capital Research Global Investors
Los Angeles,
California
| $6.57B | +$1.04B | 7 | 1.71% | Increased |
|
| 15 |
Nuveen
Charlotte,
North Carolina
| $5.88B | -$474M | 22 | 1.99% | Reduced |
|
| 16 |
Goldman Sachs
New York
| $5.46B | -$4.07B | 43 | 1.4% | Reduced |
|
| 17 |
Bank of America
Charlotte,
North Carolina
| $5.31B | -$357M | 47 | 0.68% | Reduced |
|
| 18 |
Invesco
Atlanta,
Georgia
| $4.94B | +$438M | 40 | 1.44% | Increased |
|
| 19 |
Morgan Stanley
New York
| $4.9B | +$425M | 59 | 0.76% | Increased |
|
| 20 |
Legal & General Group
London,
United Kingdom
| $4.84B | +$272M | 24 | 1.9% | Increased |
|
| 21 |
BAMCO Inc
New York
| $4.79B | -$329M | 3 | 11.85% | Reduced |
|
| 22 |
UBS AM
Chicago,
Illinois
| $4.35B | +$63.3M | 19 | 2.04% | Increased |
|
| 23 |
Charles Schwab
San Francisco,
California
| $4.29B | +$784M | 24 | 1.7% | Increased |
|
| 24 |
Massachusetts Financial Services
Boston,
Massachusetts
| $4.13B | -$281M | 7 | 1.33% | Reduced |
|
| 25 |
Primecap Management
Pasadena,
California
| $3.99B | -$416M | 3 | 2.97% | Reduced |
|