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
| $106B | +$1.71B | 52 | 2.4% | Increased |
|
| 2 |
BlackRock
New York
| $98.4B | +$4.16B | 60 | 2.5% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $53.8B | +$2.15B | 58 | 2.55% | Increased |
|
| 4 |
Capital World Investors
Los Angeles,
California
| $46.4B | -$540M | 9 | 7.34% | Reduced |
|
| 5 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $38.6B | $0 | 1 | 68.19% | Maintained |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $28.2B | +$22.4B | 37 | 2.54% | Increased |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $26.3B | +$3.94B | 46 | 1.95% | Increased |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $22.1B | +$816M | 64 | 2.66% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $19.7B | +$3.47B | 55 | 2.28% | Increased |
|
| 10 |
Amazon.com Inc
Seattle,
Washington
| $16.4B | +$18.2B | 1 | 96.46% | New |
|
| 11 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $15.6B | -$2.73B | 13 | 8.58% | Reduced |
|
| 12 |
Norges Bank
Oslo,
Norway
| $14.6B | -$257M | 29 | 3% | Reduced |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $14.1B | -$16M | 51 | 2.32% | Reduced |
|
| 14 |
Capital Research Global Investors
Los Angeles,
California
| $13.3B | +$3.44B | 9 | 2.93% | Increased |
|
| 15 |
Jennison Associates
New York
| $11.6B | +$23.6M | 8 | 7.37% | Increased |
|
| 16 |
Bank of New York Mellon
New York
| $11.2B | -$213M | 48 | 2.03% | Reduced |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $10.1B | +$931M | 35 | 3% | Increased |
|
| 18 |
Goldman Sachs
New York
| $10.1B | +$261M | 55 | 2% | Increased |
|
| 19 |
Bank of America
Charlotte,
North Carolina
| $8.98B | -$1.39B | 65 | 0.87% | Reduced |
|
| 20 |
Morgan Stanley
New York
| $8.82B | +$742M | 74 | 1.09% | Increased |
|
| 21 |
Legal & General Group
London,
United Kingdom
| $8.09B | +$122M | 41 | 2.45% | Increased |
|
| 22 |
Invesco
Atlanta,
Georgia
| $7.89B | +$211M | 54 | 1.9% | Increased |
|
| 23 |
UBS AM
Chicago,
Illinois
| $7.46B | +$515M | 36 | 2.85% | Increased |
|
| 24 |
Allianz Asset Management
Munich,
Germany
| $6.92B | +$1.41B | 30 | 4.76% | Increased |
|
| 25 |
Charles Schwab
San Francisco,
California
| $6.73B | +$198M | 44 | 1.99% | Increased |
|