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
| $83.8B | +$3.12B | 53 | 2.46% | Increased |
|
| 2 |
BlackRock
New York
| $71.9B | +$1.41B | 64 | 2.45% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $38.6B | +$1.32B | 62 | 2.44% | Increased |
|
| 4 |
Capital World Investors
Los Angeles,
California
| $26.5B | -$591M | 6 | 5.96% | Reduced |
|
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
| $19.3B | +$78M | 38 | 3.16% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $19.1B | +$1.08B | 54 | 1.99% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $18B | +$1.14B | 65 | 2.72% | Increased |
|
| 8 |
JP Morgan Chase
New York
| $15.3B | +$578M | 62 | 2.2% | Increased |
|
| 9 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $14.2B | $0 | 1 | 38.52% | Maintained |
|
| 10 |
Norges Bank
Oslo,
Norway
| $11.2B | +$619M | 27 | 2.97% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $10.3B | +$330M | 53 | 2.34% | Increased |
|
| 12 |
Morgan Stanley
New York
| $10.1B | +$413M | 79 | 1.38% | Increased |
|
| 13 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $9.43B | -$295M | 12 | 9.72% | Reduced |
|
| 14 |
Bank of New York Mellon
New York
| $8.27B | +$218M | 48 | 2% | Increased |
|
| 15 |
Bank of America
Charlotte,
North Carolina
| $8.11B | +$720M | 72 | 0.97% | Increased |
|
| 16 |
Jennison Associates
New York
| $8.02B | -$30.1M | 5 | 7.97% | Reduced |
|
| 17 |
Capital Research Global Investors
Los Angeles,
California
| $8B | -$109M | 7 | 2.63% | Reduced |
|
| 18 |
Goldman Sachs
New York
| $7.19B | +$508M | 64 | 1.82% | Increased |
|
| 19 |
Legal & General Group
London,
United Kingdom
| $6.12B | -$227M | 45 | 2.39% | Reduced |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $6.02B | -$32.6M | 41 | 2.44% | Reduced |
|
| 21 |
Bank of Montreal
Toronto,
Ontario, Canada
| $5.96B | +$40M | 42 | 2.58% | Increased |
|
| 22 |
Invesco
Atlanta,
Georgia
| $5.53B | +$313M | 59 | 1.78% | Increased |
|
| 23 |
Amundi
Paris,
France
| $5.25B | +$2B | 25 | 3.11% | Increased |
|
| 24 |
Charles Schwab
San Francisco,
California
| $5.25B | +$173M | 40 | 1.88% | Increased |
|
| 25 |
Natixis
Paris,
France
| $5.22B | -$7.54B | 8 | 24.41% | Reduced |
|