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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
$53.9B +$912M 51 1.47% Increased
2
BlackRock
BlackRock
New York
$47.1B +$970M 60 1.48% Increased
3
State Street
State Street
Massachusetts
$24.4B -$420M 61 1.43% Reduced
4
Fidelity Investments
Fidelity Investments
Massachusetts
$13.5B -$459M 52 1.34% Reduced
5
JP Morgan Chase
JP Morgan Chase
New York
$12.1B -$236M 60 1.6% Reduced
6
Geode Capital Management
Geode Capital Management
Massachusetts
$11.5B +$382M 65 1.61% Increased
7
Morgan Stanley
Morgan Stanley
New York
$8.71B +$1.65B 80 0.99% Increased
8
Capital World Investors
Capital World Investors
California
$8.37B -$8.06B 5 1.78% Reduced
9
Norges Bank
Norges Bank
Norway
$7.76B +$554M 25 1.87% Increased
10
Public Investment Fund
Public Investment Fund
Saudi Arabia
$7.57B +$1.03B 1 24.48% Increased
11
Northern Trust
Northern Trust
Illinois
$6.52B -$36M 49 1.37% Reduced
12
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.52B -$6.44B 38 1.05% Reduced
13
Capital Research Global Investors
Capital Research Global Investors
California
$6.27B +$8.57M 6 1.89% Increased
14
Bank of America
Bank of America
North Carolina
$6.06B -$1.28B 76 0.69% Reduced
15
Bank of New York Mellon
Bank of New York Mellon
New York
$5.55B +$30.3M 46 1.27% Increased
16
Bank of Montreal
Bank of Montreal
Ontario, Canada
$4.99B -$64.2M 41 2.16% Reduced
17
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$4.97B +$164M 12 5.18% Increased
18
Amundi
Amundi
France
$4.96B +$401M 27 2.72% Increased
19
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.8B +$130M 9 1.68% Increased
20
Invesco
Invesco
Georgia
$4.62B +$150M 56 1.35% Increased
21
Goldman Sachs
Goldman Sachs
New York
$4.36B -$1.55B 62 1.07% Reduced
22
Wellington Management Group
Wellington Management Group
Massachusetts
$4.12B -$219M 19 0.83% Reduced
23
AllianceBernstein
AllianceBernstein
Tennessee
$3.78B -$77.9M 36 1.7% Reduced
24
Nuveen
Nuveen
North Carolina
$3.74B -$96.1M 38 1.45% Reduced
25
Legal & General Group
Legal & General Group
United Kingdom
$3.65B -$246M 45 1.4% Reduced