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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
$72.8B +$4.03B 54 2.04% Increased
2
BlackRock
BlackRock
New York
$63.9B +$90.7M 63 2.05% Increased
3
State Street
State Street
Massachusetts
$33.7B -$417M 58 2.02% Reduced
4
Capital World Investors
Capital World Investors
California
$23.5B -$5.91B 8 4.98% Reduced
5
Public Investment Fund
Public Investment Fund
Saudi Arabia
$17.4B $0 1 42.32% Maintained
6
Fidelity Investments
Fidelity Investments
Massachusetts
$16.6B +$552M 59 1.65% Increased
7
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$16.3B +$2.27B 39 2.05% Increased
8
Geode Capital Management
Geode Capital Management
Massachusetts
$15.1B +$697M 66 2.21% Increased
9
JP Morgan Chase
JP Morgan Chase
New York
$13.5B +$1.04B 59 1.88% Increased
10
Natixis
Natixis
France
$10.5B +$12.1B 8 38.18% Increased
11
Norges Bank
Norges Bank
Norway
$9.75B +$359M 27 2.52% Increased
12
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$9.27B -$204M 12 9.51% Reduced
13
Morgan Stanley
Morgan Stanley
New York
$9B +$3.7B 77 1.17% Increased
14
Northern Trust
Northern Trust
Illinois
$8.92B -$196M 53 1.91% Reduced
15
Bank of New York Mellon
Bank of New York Mellon
New York
$7.21B +$350M 49 1.65% Increased
16
Capital Research Global Investors
Capital Research Global Investors
California
$7.09B +$1.06B 8 2.21% Increased
17
Bank of America
Bank of America
North Carolina
$7.04B +$610M 68 0.8% Increased
18
Jennison Associates
Jennison Associates
New York
$6.84B -$346M 7 6.83% Reduced
19
Goldman Sachs
Goldman Sachs
New York
$6.6B +$607M 63 1.65% Increased
20
Legal & General Group
Legal & General Group
United Kingdom
$5.82B +$332M 45 2.06% Increased
21
Nuveen
Nuveen
North Carolina
$5.38B -$505M 42 2.08% Reduced
22
Invesco
Invesco
Georgia
$4.96B -$30.7M 59 1.5% Reduced
23
UBS AM
UBS AM
Illinois
$4.75B -$243M 35 2.49% Reduced
24
Charles Schwab
Charles Schwab
California
$4.54B +$141M 44 1.58% Increased
25
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.13B +$96.6M 10 1.42% Increased