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
| $76.8B | +$773M | 49 | 1.95% | Increased |
|
| 2 |
BlackRock
New York
| $65.4B | +$77M | 56 | 1.93% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $34.7B | +$444M | 61 | 1.96% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $20.5B | +$2.2B | 47 | 1.87% | Increased |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $16.5B | +$200M | 64 | 2.15% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $16.1B | +$481M | 62 | 1.97% | Increased |
|
| 7 |
Capital World Investors
Los Angeles,
California
| $11.7B | -$775M | 6 | 2.42% | Reduced |
|
| 8 |
Morgan Stanley
New York
| $11.2B | -$267M | 79 | 1.2% | Reduced |
|
| 9 |
Norges Bank
Oslo,
Norway
| $10.6B | -$128M | 25 | 2.31% | Reduced |
|
| 10 |
T. Rowe Price Associates
Baltimore,
Maryland
| $10B | +$1.76B | 39 | 1.5% | Increased |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $9.38B | +$1.87B | 72 | 0.96% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $9.25B | +$51.9M | 47 | 1.83% | Increased |
|
| 13 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $8.92B | $0 | 1 | 25.1% | Maintained |
|
| 14 |
Bank of New York Mellon
New York
| $7.38B | -$242M | 43 | 1.61% | Reduced |
|
| 15 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $7.17B | -$145M | 11 | 6.47% | Reduced |
|
| 16 |
Invesco
Atlanta,
Georgia
| $6.06B | +$255M | 55 | 1.69% | Increased |
|
| 17 |
Goldman Sachs
New York
| $6.01B | +$338M | 58 | 1.38% | Increased |
|
| 18 |
Massachusetts Financial Services
Boston,
Massachusetts
| $5.8B | +$263M | 8 | 1.98% | Increased |
|
| 19 |
Capital Research Global Investors
Los Angeles,
California
| $5.64B | -$1.63B | 7 | 1.61% | Reduced |
|
| 20 |
Charles Schwab
San Francisco,
California
| $5.63B | +$770M | 44 | 1.71% | Increased |
|
| 21 |
Bank of Montreal
Toronto,
Ontario, Canada
| $5.42B | -$163M | 40 | 2.17% | Reduced |
|
| 22 |
Legal & General Group
London,
United Kingdom
| $5.41B | +$233M | 40 | 1.94% | Increased |
|
| 23 |
Nuveen
Charlotte,
North Carolina
| $5.24B | -$49.3M | 35 | 1.95% | Reduced |
|
| 24 |
Wellington Management Group
Boston,
Massachusetts
| $4.81B | -$221M | 17 | 0.95% | Reduced |
|
| 25 |
Amundi
Paris,
France
| $4.77B | -$1.08B | 28 | 2.57% | Reduced |
|