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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
Vanguard Group
Pennsylvania
$80.6B +$3.95B 48 2% Increased
2
BlackRock
BlackRock
New York
$73.6B +$2.19B 54 2.06% Increased
3
State Street
State Street
Massachusetts
$40.1B +$1.55B 54 2.12% Increased
4
Capital World Investors
Capital World Investors
California
$35.9B +$256M 9 6.13% Increased
5
Public Investment Fund
Public Investment Fund
Saudi Arabia
$25.8B +$23.5B 1 58.83% New
6
Fidelity Investments
Fidelity Investments
Massachusetts
$17.8B -$447M 47 1.41% Reduced
7
Geode Capital Management
Geode Capital Management
Massachusetts
$16.4B +$1.12B 58 2.21% Increased
8
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$14.9B -$1.14B 12 7.82% Reduced
9
JP Morgan Chase
JP Morgan Chase
New York
$13.1B -$332M 53 1.62% Reduced
10
Nuveen
Nuveen
North Carolina
$12.5B -$137M 34 3.86% Reduced
11
Norges Bank
Norges Bank
Norway
$11.8B +$130M 27 2.62% Increased
12
Northern Trust
Northern Trust
Illinois
$11B +$196M 46 1.94% Increased
13
Bank of New York Mellon
Bank of New York Mellon
New York
$8.93B +$137M 44 1.74% Increased
14
Capital Research Global Investors
Capital Research Global Investors
California
$8.87B +$123M 7 2.07% Increased
15
Jennison Associates
Jennison Associates
New York
$8.55B +$215M 7 5.53% Increased
16
Bank of America
Bank of America
North Carolina
$8.5B +$1.33B 64 0.88% Increased
17
Goldman Sachs
Goldman Sachs
New York
$7.94B +$1.22B 52 1.68% Increased
18
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.62B -$1.96B 31 0.62% Reduced
19
Invesco
Invesco
Georgia
$6.55B +$84.8M 48 1.66% Increased
20
Morgan Stanley
Morgan Stanley
New York
$6.46B +$98M 67 0.87% Increased
21
Legal & General Group
Legal & General Group
United Kingdom
$6.17B +$327M 35 2% Increased
22
UBS AM
UBS AM
Illinois
$5.48B +$325M 29 2.27% Increased
23
Charles Schwab
Charles Schwab
California
$5.06B +$305M 40 1.65% Increased
24
AllianceBernstein
AllianceBernstein
Tennessee
$4.82B +$32.2M 31 1.9% Increased
25
Amundi
Amundi
France
$4.79B +$892M 15 3.36% Increased