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
| $92B | +$591M | 48 | 2.18% | Increased |
|
| 2 |
BlackRock
New York
| $79.5B | +$1.81B | 55 | 2.19% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $42.9B | +$1.19B | 61 | 2.25% | Increased |
|
| 4 |
Fidelity Investments
Boston,
Massachusetts
| $23.5B | -$160M | 52 | 1.97% | Reduced |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $20.4B | +$478M | 68 | 2.39% | Increased |
|
| 6 |
JP Morgan Chase
New York
| $18.7B | +$63.8M | 56 | 2.04% | Increased |
|
| 7 |
Morgan Stanley
New York
| $13.7B | +$485M | 80 | 1.35% | Increased |
|
| 8 |
Capital World Investors
Los Angeles,
California
| $13.5B | -$492M | 5 | 2.59% | Reduced |
|
| 9 |
Norges Bank
Oslo,
Norway
| $13.3B | +$822M | 25 | 2.62% | Increased |
|
| 10 |
T. Rowe Price Associates
Baltimore,
Maryland
| $12.2B | +$162M | 36 | 1.7% | Increased |
|
| 11 |
Northern Trust
Chicago,
Illinois
| $10.7B | -$325M | 46 | 2.05% | Reduced |
|
| 12 |
Public Investment Fund
Al Aqiq District, Riyadh,
Saudi Arabia
| $9.47B | +$1.9B | 1 | 24.33% | Increased |
|
| 13 |
Bank of America
Charlotte,
North Carolina
| $9.46B | -$1,000M | 65 | 0.99% | Reduced |
|
| 14 |
Bank of New York Mellon
New York
| $8.71B | -$34.2M | 44 | 1.83% | Reduced |
|
| 15 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
| $8.27B | -$358M | 9 | 7.03% | Reduced |
|
| 16 |
Goldman Sachs
New York
| $7.41B | +$482M | 51 | 1.59% | Increased |
|
| 17 |
Legal & General Group
London,
United Kingdom
| $7.03B | +$387M | 41 | 2.29% | Increased |
|
| 18 |
Bank of Montreal
Toronto,
Ontario, Canada
| $6.84B | +$299M | 37 | 2.36% | Increased |
|
| 19 |
Charles Schwab
San Francisco,
California
| $6.82B | +$86.7M | 41 | 1.95% | Increased |
|
| 20 |
Massachusetts Financial Services
Boston,
Massachusetts
| $6.36B | +$36.8M | 8 | 2.09% | Increased |
|
| 21 |
Invesco
Atlanta,
Georgia
| $6.24B | -$512M | 47 | 1.63% | Reduced |
|
| 22 |
Nuveen
Charlotte,
North Carolina
| $6.13B | -$158M | 35 | 2.13% | Reduced |
|
| 23 |
Amundi
Paris,
France
| $6.07B | +$221M | 26 | 3.07% | Increased |
|
| 24 |
Jennison Associates
New York
| $5.33B | -$248M | 7 | 4.37% | Reduced |
|
| 25 |
Capital Research Global Investors
Los Angeles,
California
| $5.13B | -$720M | 7 | 1.37% | Reduced |
|