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
| $104B | +$4.15B | 54 | 2.45% | Increased |
|
| 2 |
BlackRock
New York
| $94B | +$3.13B | 62 | 2.53% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $50.6B | -$135M | 60 | 2.5% | Reduced |
|
| 4 |
Capital World Investors
Los Angeles,
California
| $44.4B | -$943M | 8 | 7.64% | Reduced |
|
| 5 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $25.8B | $0 | 1 | 58.66% | Maintained |
|
| 6 |
T. Rowe Price Associates
Baltimore,
Maryland
| $23.6B | +$3.4B | 37 | 2.38% | Increased |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $22.8B | -$403M | 52 | 1.82% | Reduced |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $21.8B | +$908M | 63 | 2.73% | Increased |
|
| 9 |
JP Morgan Chase
New York
| $17.4B | -$371M | 57 | 2.1% | Reduced |
|
| 10 |
Norges Bank
Oslo,
Norway
| $13.8B | +$205M | 28 | 3.01% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $13.6B | +$172M | 52 | 2.39% | Increased |
|
| 12 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $13.3B | -$1.11B | 12 | 9.33% | Reduced |
|
| 13 |
Jennison Associates
New York
| $11.3B | -$365M | 9 | 8.33% | Reduced |
|
| 14 |
Bank of New York Mellon
New York
| $10.3B | -$279M | 50 | 1.99% | Reduced |
|
| 15 |
Capital Research Global Investors
Los Angeles,
California
| $9.4B | -$621M | 8 | 2.32% | Reduced |
|
| 16 |
Bank of America
Charlotte,
North Carolina
| $8.76B | +$875M | 68 | 0.85% | Increased |
|
| 17 |
Morgan Stanley
New York
| $8.29B | +$378M | 75 | 1.12% | Increased |
|
| 18 |
Goldman Sachs
New York
| $8.1B | -$770M | 64 | 1.7% | Reduced |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $8.05B | +$494M | 42 | 2.45% | Increased |
|
| 20 |
Amazon.com Inc
Seattle,
Washington
| $7.96B | $0 | 1 | 93.33% | Maintained |
|
| 21 |
Nuveen
Charlotte,
North Carolina
| $7.75B | -$842M | 35 | 2.51% | Reduced |
|
| 22 |
UBS AM
Chicago,
Illinois
| $7.09B | +$335M | 35 | 3.04% | Increased |
|
| 23 |
Invesco
Atlanta,
Georgia
| $7.04B | +$288M | 56 | 1.8% | Increased |
|
| 24 |
Charles Schwab
San Francisco,
California
| $6.63B | +$267M | 44 | 1.99% | Increased |
|
| 25 |
BAMCO Inc
New York
| $6.51B | -$31.1M | 2 | 15.97% | Reduced |
|