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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
$88.8B +$914M 47 2.18% Increased
2
BlackRock
BlackRock
New York
$75.9B +$373M 51 2.18% Increased
3
State Street
State Street
Massachusetts
$41B +$78.6M 58 2.27% Increased
4
Fidelity Investments
Fidelity Investments
Massachusetts
$24.8B +$1.5B 51 2.14% Increased
5
Geode Capital Management
Geode Capital Management
Massachusetts
$20.2B +$805M 72 2.4% Increased
6
JP Morgan Chase
JP Morgan Chase
New York
$19.6B +$1.13B 59 2.16% Increased
7
Morgan Stanley
Morgan Stanley
New York
$13.9B +$703M 77 1.42% Increased
8
Norges Bank
Norges Bank
Norway
$12.5B -$239M 25 2.53% Reduced
9
Capital World Investors
Capital World Investors
California
$12.3B -$325M 5 2.44% Reduced
10
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$11.8B -$534M 35 1.73% Reduced
11
Northern Trust
Northern Trust
Illinois
$10.6B +$406M 45 2.05% Increased
12
Bank of America
Bank of America
North Carolina
$9.14B -$135M 64 1.01% Reduced
13
Bank of New York Mellon
Bank of New York Mellon
New York
$8.12B -$229M 41 1.78% Reduced
14
Goldman Sachs
Goldman Sachs
New York
$8.1B +$883M 50 1.72% Increased
15
Public Investment Fund
Public Investment Fund
Saudi Arabia
$7.68B $0 1 21.07% Maintained
16
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$7.48B -$290M 8 6.82% Reduced
17
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.11B +$56.6M 35 2.46% Increased
18
Charles Schwab
Charles Schwab
California
$6.5B +$179M 38 1.86% Increased
19
Legal & General Group
Legal & General Group
United Kingdom
$6.37B -$351M 40 2.22% Reduced
20
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$6.14B -$282M 8 2.15% Reduced
21
Invesco
Invesco
Georgia
$6.1B +$190M 49 1.64% Increased
22
Amundi
Amundi
France
$6.08B +$225M 26 2.99% Increased
23
UBS AM
UBS AM
Illinois
$6.06B +$767M 30 2.71% Increased
24
Nuveen
Nuveen
North Carolina
$5.92B +$6.66M 35 2.09% Increased
25
Jennison Associates
Jennison Associates
New York
$4.98B -$116M 7 4.23% Reduced