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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
$77.1B +$642M 44 1.53% Increased
2
BlackRock
BlackRock
New York
$65B -$470M 52 1.51% Reduced
3
State Street
State Street
Massachusetts
$36.8B +$357M 54 1.64% Increased
4
Fidelity Investments
Fidelity Investments
Massachusetts
$24.6B -$230M 47 1.65% Reduced
5
JP Morgan Chase
JP Morgan Chase
New York
$20.5B -$1.21B 57 1.73% Reduced
6
Geode Capital Management
Geode Capital Management
Massachusetts
$17.8B +$424M 69 1.64% Increased
7
Morgan Stanley
Morgan Stanley
New York
$15.2B +$2.03B 74 1.22% Increased
8
Bank of America
Bank of America
North Carolina
$12.4B +$2.09B 63 1.13% Increased
9
Capital World Investors
Capital World Investors
California
$11.5B +$887M 7 1.9% Increased
10
Norges Bank
Norges Bank
Norway
$11.3B -$184M 24 1.78% Reduced
11
Bank of Montreal
Bank of Montreal
Ontario, Canada
$9.65B -$153M 37 2.93% Reduced
12
Goldman Sachs
Goldman Sachs
New York
$8.71B +$357M 49 1.54% Increased
13
Northern Trust
Northern Trust
Illinois
$8.01B -$601M 47 1.38% Reduced
14
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$7.37B -$1.96B 34 0.9% Reduced
15
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$6.93B -$497M 9 2.07% Reduced
16
Bank of New York Mellon
Bank of New York Mellon
New York
$6.92B -$225M 38 1.33% Reduced
17
Charles Schwab
Charles Schwab
California
$6.36B +$440M 37 1.47% Increased
18
Invesco
Invesco
Georgia
$6.33B -$271M 41 1.36% Reduced
19
B
Bpifrance
France
$5.48B $0 1 93.02% Maintained
20
Legal & General Group
Legal & General Group
United Kingdom
$5.48B +$5.05M 38 1.58% Increased
21
UBS AM
UBS AM
Illinois
$5.35B +$322M 25 1.9% Increased
22
Amundi
Amundi
France
$5.27B -$201M 29 2.27% Reduced
23
Nuveen
Nuveen
North Carolina
$5.05B -$535M 36 1.5% Reduced
24
AllianceBernstein
AllianceBernstein
Tennessee
$4.68B -$179M 34 1.66% Reduced
25
Franklin Resources
Franklin Resources
California
$4.66B +$1.64B 22 1.47% Increased