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
| $73.5B | +$1.37B | 39 | 1.83% | Increased |
|
| 2 |
BlackRock
New York
| $69.7B | +$1.98B | 49 | 1.94% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $36.9B | +$1.01B | 46 | 1.95% | Increased |
|
| 4 |
Capital World Investors
Los Angeles,
California
| $32.8B | -$2.14B | 8 | 5.57% | Reduced |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $17.8B | -$1.21B | 51 | 1.39% | Reduced |
|
| 6 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $16.5B | -$151M | 8 | 8.04% | Reduced |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $14.5B | +$551M | 52 | 2% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $13.1B | +$125M | 51 | 1.57% | Increased |
|
| 9 |
Norges Bank
Oslo,
Norway
| $11.7B | +$524M | 22 | 2.53% | Increased |
|
| 10 |
Northern Trust
Chicago,
Illinois
| $10.3B | +$220M | 42 | 1.82% | Increased |
|
| 11 |
Capital Research Global Investors
Los Angeles,
California
| $9.65B | -$247M | 7 | 2.25% | Reduced |
|
| 12 |
T. Rowe Price Associates
Baltimore,
Maryland
| $8.5B | -$985M | 30 | 0.79% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $8.41B | +$183M | 39 | 1.63% | Increased |
|
| 14 |
Jennison Associates
New York
| $7.35B | -$253M | 6 | 4.87% | Reduced |
|
| 15 |
Bank of America
Charlotte,
North Carolina
| $7.18B | -$252M | 56 | 0.75% | Reduced |
|
| 16 |
Nuveen
Charlotte,
North Carolina
| $7.09B | +$228M | 34 | 2.11% | Increased |
|
| 17 |
Goldman Sachs
New York
| $6.9B | +$538M | 42 | 1.55% | Increased |
|
| 18 |
Invesco
Atlanta,
Georgia
| $6.86B | +$232M | 46 | 1.69% | Increased |
|
| 19 |
Morgan Stanley
New York
| $6.37B | +$193M | 64 | 0.84% | Increased |
|
| 20 |
Legal & General Group
London,
United Kingdom
| $5.67B | +$316M | 34 | 1.9% | Increased |
|
| 21 |
UBS AM
Chicago,
Illinois
| $5.08B | +$112M | 29 | 2.18% | Increased |
|
| 22 |
AllianceBernstein
Nashville,
Tennessee
| $4.88B | +$52.7M | 28 | 1.96% | Increased |
|
| 23 |
Massachusetts Financial Services
Boston,
Massachusetts
| $4.75B | -$27.2M | 10 | 1.38% | Reduced |
|
| 24 |
Charles Schwab
San Francisco,
California
| $4.59B | +$140M | 33 | 1.52% | Increased |
|
| 25 |
Dimensional Fund Advisors
Austin,
Texas
| $4.17B | -$403M | 30 | 1.32% | Reduced |
|