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
| $68.7B | +$4.47B | 36 | 1.86% | Increased |
|
| 2 |
BlackRock
New York
| $64.3B | +$2.59B | 46 | 1.89% | Increased |
|
| 3 |
Capital World Investors
Los Angeles,
California
| $34.1B | -$2.23B | 7 | 6.31% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $34B | +$967M | 39 | 1.95% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $18.6B | -$3.35B | 36 | 1.59% | Reduced |
|
| 6 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $15B | -$9.26B | 7 | 8.38% | Reduced |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $13.3B | +$901M | 46 | 2.04% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $12.5B | -$1.03B | 48 | 1.67% | Reduced |
|
| 9 |
Norges Bank
Oslo,
Norway
| $10.4B | -$642M | 24 | 2.37% | Reduced |
|
| 10 |
Capital Research Global Investors
Los Angeles,
California
| $9.68B | +$1.55B | 7 | 2.37% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $9.58B | +$252M | 38 | 1.78% | Increased |
|
| 12 |
T. Rowe Price Associates
Baltimore,
Maryland
| $9.02B | -$3.28B | 25 | 0.9% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $7.87B | +$303M | 35 | 1.61% | Increased |
|
| 14 |
Jennison Associates
New York
| $7.48B | -$1.02B | 6 | 5.47% | Reduced |
|
| 15 |
Bank of America
Charlotte,
North Carolina
| $7.02B | +$1.15B | 53 | 0.79% | Increased |
|
| 16 |
Nuveen
Charlotte,
North Carolina
| $6.6B | +$520M | 24 | 2.1% | Increased |
|
| 17 |
Invesco
Atlanta,
Georgia
| $6.34B | +$795M | 43 | 1.69% | Increased |
|
| 18 |
Morgan Stanley
New York
| $5.82B | +$724M | 63 | 0.85% | Increased |
|
| 19 |
Goldman Sachs
New York
| $5.72B | +$131M | 49 | 1.44% | Increased |
|
| 20 |
Legal & General Group
London,
United Kingdom
| $5.01B | +$43.2M | 24 | 1.87% | Increased |
|
| 21 |
UBS AM
Chicago,
Illinois
| $4.62B | +$148M | 20 | 2.04% | Increased |
|
| 22 |
Massachusetts Financial Services
Boston,
Massachusetts
| $4.54B | -$314M | 10 | 1.39% | Reduced |
|
| 23 |
AllianceBernstein
Nashville,
Tennessee
| $4.53B | +$764M | 23 | 1.99% | Increased |
|
| 24 |
Dimensional Fund Advisors
Austin,
Texas
| $4.33B | -$174M | 30 | 1.43% | Reduced |
|
| 25 |
Charles Schwab
San Francisco,
California
| $4.25B | -$214M | 28 | 1.56% | Reduced |
|