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 |
BlackRock
New York
| $111B | -$396M | 49 | 1.94% | Reduced |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| $91B | +$99.7B | 41 | 2.25% | New |
|
| 3 |
State Street
Boston,
Massachusetts
| $60.4B | -$106M | 51 | 2.09% | Reduced |
|
| 4 |
Geode Capital Management
Boston,
Massachusetts
| $34.4B | +$1.28B | 55 | 2.14% | Increased |
|
| 5 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| $30.9B | +$33.7B | 29 | 1.61% | New |
|
| 6 |
JP Morgan Chase
New York
| $29.1B | +$1.69B | 45 | 1.87% | Increased |
|
| 7 |
Fidelity Investments
Boston,
Massachusetts
| $28.1B | -$1.34B | 47 | 1.48% | Reduced |
|
| 8 |
Invesco
Atlanta,
Georgia
| $26.7B | +$1.29B | 36 | 2.61% | Increased |
|
| 9 |
Morgan Stanley
New York
| $23.5B | +$1.26B | 72 | 1.42% | Increased |
|
| 10 |
Capital World Investors
Los Angeles,
California
| $18.3B | +$858M | 5 | 2.5% | Increased |
|
| 11 |
Goldman Sachs
New York
| $16.6B | +$969M | 46 | 1.91% | Increased |
|
| 12 |
Bank of America
Charlotte,
North Carolina
| $14.2B | -$802M | 46 | 1.04% | Reduced |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $13.6B | -$118M | 43 | 1.79% | Reduced |
|
| 14 |
Charles Schwab
San Francisco,
California
| $11.4B | -$234M | 36 | 1.74% | Reduced |
|
| 15 |
UBS AM
Chicago,
Illinois
| $11.1B | +$178M | 32 | 2.31% | Increased |
|
| 16 |
Amundi
Paris,
France
| $10.8B | +$1.01B | 19 | 2.94% | Increased |
|
| 17 |
T. Rowe Price Associates
Baltimore,
Maryland
| $10.4B | -$271M | 31 | 1.21% | Reduced |
|
| 18 |
Legal & General Group
London,
United Kingdom
| $10.2B | -$75.6M | 35 | 2.36% | Reduced |
|
| 19 |
Wellington Management Group
Boston,
Massachusetts
| $8.47B | +$1.17B | 12 | 1.58% | Increased |
|
| 20 |
Vanguard Fiduciary Trust
Malvern,
Pennsylvania
| $8.32B | +$9.13B | 41 | 2.1% | New |
|
| 21 |
Bank of New York Mellon
New York
| $8.22B | +$95.8M | 32 | 1.51% | Increased |
|
| 22 |
Nuveen
Charlotte,
North Carolina
| $7.6B | +$28.9M | 30 | 2.06% | Increased |
|
| 23 |
Franklin Resources
San Mateo,
California
| $6.96B | +$413M | 22 | 1.71% | Increased |
|
| 24 |
Dimensional Fund Advisors
Austin,
Texas
| $6.55B | +$260M | 31 | 1.36% | Increased |
|
| 25 |
UBS Group
Zurich,
Switzerland
| $6.04B | +$996M | 78 | 0.91% | Increased |
|