← All themes

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
$90.6B +$1.19B 47 1.98% Increased
2
BlackRock
BlackRock
New York
$77.2B +$616M 52 1.97% Increased
3
State Street
State Street
Massachusetts
$42.9B +$1.51B 57 2.09% Increased
4
Fidelity Investments
Fidelity Investments
Massachusetts
$25.8B +$269M 49 1.98% Increased
5
JP Morgan Chase
JP Morgan Chase
New York
$21.5B +$359M 60 2.06% Increased
6
Geode Capital Management
Geode Capital Management
Massachusetts
$20.8B +$495M 69 2.18% Increased
7
Morgan Stanley
Morgan Stanley
New York
$15.1B +$963M 79 1.33% Increased
8
Norges Bank
Norges Bank
Norway
$13.3B +$562M 25 2.32% Increased
9
Capital World Investors
Capital World Investors
California
$13B +$555M 7 2.32% Increased
10
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$12B +$12.8M 35 1.62% Increased
11
Bank of America
Bank of America
North Carolina
$10.1B +$502M 70 1.02% Increased
12
Northern Trust
Northern Trust
Illinois
$10.1B -$583M 48 1.82% Reduced
13
Bank of Montreal
Bank of Montreal
Ontario, Canada
$10B +$829M 40 3.04% Increased
14
Goldman Sachs
Goldman Sachs
New York
$9.07B +$694M 48 1.67% Increased
15
Bank of New York Mellon
Bank of New York Mellon
New York
$8.03B -$245M 40 1.63% Reduced
16
Invesco
Invesco
Georgia
$6.96B +$636M 47 1.66% Increased
17
Charles Schwab
Charles Schwab
California
$6.71B +$157M 38 1.7% Increased
18
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$6.59B -$864M 9 5.22% Reduced
19
Legal & General Group
Legal & General Group
United Kingdom
$6.52B +$63M 39 2.02% Increased
20
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$6.51B -$183M 8 2.1% Reduced
21
UBS AM
UBS AM
Illinois
$6.31B +$223M 27 2.48% Increased
22
Nuveen
Nuveen
North Carolina
$6.21B +$118M 36 1.99% Increased
23
Public Investment Fund
Public Investment Fund
Saudi Arabia
$5.79B $0 1 16.42% Maintained
24
Amundi
Amundi
France
$5.79B -$498M 27 2.6% Reduced
25
AllianceBernstein
AllianceBernstein
Tennessee
$4.68B -$148M 35 1.8% Reduced