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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
$116B +$2.15B 40 1.88% Increased
2
BlackRock
BlackRock
New York
$95.7B -$190M 47 1.82% Reduced
3
State Street
State Street
Massachusetts
$52.4B -$25.9M 49 1.97% Reduced
4
JP Morgan Chase
JP Morgan Chase
New York
$30B +$2.61B 49 1.96% Increased
5
Geode Capital Management
Geode Capital Management
Massachusetts
$28.8B +$620M 51 2.02% Increased
6
Fidelity Investments
Fidelity Investments
Massachusetts
$24.1B -$354M 43 1.36% Reduced
7
Morgan Stanley
Morgan Stanley
New York
$22B -$682M 68 1.43% Reduced
8
Bank of America
Bank of America
North Carolina
$16.3B +$706M 65 1.19% Increased
9
Norges Bank
Norges Bank
Norway
$16.2B +$514M 17 2.03% Increased
10
Goldman Sachs
Goldman Sachs
New York
$14.7B +$5.43B 46 1.99% Increased
11
Capital World Investors
Capital World Investors
California
$14.1B +$318M 4 2.06% Increased
12
Northern Trust
Northern Trust
Illinois
$12.2B -$427M 42 1.68% Reduced
13
UBS AM
UBS AM
Illinois
$11.4B +$656M 26 2.31% Increased
14
Charles Schwab
Charles Schwab
California
$9.68B +$236M 36 1.67% Increased
15
Invesco
Invesco
Georgia
$9.57B +$251M 38 1.63% Increased
16
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$9.27B +$289M 31 1.05% Increased
17
Amundi
Amundi
France
$9.26B +$1.09B 18 3.2% Increased
18
Legal & General Group
Legal & General Group
United Kingdom
$9.1B +$315M 37 2.26% Increased
19
Barclays
Barclays
United Kingdom
$8.49B +$753M 48 1.95% Increased
20
Bank of New York Mellon
Bank of New York Mellon
New York
$7.41B -$560M 34 1.4% Reduced
21
Nuveen
Nuveen
North Carolina
$7.23B +$335M 31 2% Increased
22
UBS Group
UBS Group
Switzerland
$6.9B +$237M 79 1.2% Increased
23
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$5.67B -$306M 6 1.8% Reduced
24
Wellington Management Group
Wellington Management Group
Massachusetts
$5.38B -$372M 11 0.98% Reduced
25
Franklin Resources
Franklin Resources
California
$5.38B -$251M 21 1.43% Reduced