← 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
1726
SWM
Segment Wealth Management
Texas
$930K -$11.5K 1 0.26% Reduced
1727
AAM
American Asset Management
Florida
$927K +$12.1K 2 0.52% Increased
1728
JCM
Jacobi Capital Management
Pennsylvania
$924K -$643K 8 0.36% Reduced
1729
SAM
Symphony Asset Management
California
$922K -$1.04M 1 0.1% Reduced
1730
AFG
Albion Financial Group
Utah
$921K $0 1 0.15% Maintained
1731
CI
CAZ Investments
Texas
$917K +$24.5K 1 0.74% Increased
1732
GJIC
Gamble Jones Investment Counsel
California
$914K +$196K 3 0.1% Increased
1733
MA
Menlo Advisors
California
$913K -$54.5K 1 0.67% Reduced
1734
WPP
Whalerock Point Partners
Rhode Island
$912K $0 1 0.33% Maintained
1735
Capital Wealth Planning
Capital Wealth Planning
Florida
$911K +$87.6K 1 0.15% Increased
1736
IAM
ICM Asset Management
Washington
$911K -$56.2K 1 1.14% Reduced
1737
North Star Asset Management
North Star Asset Management
Wisconsin
$910K +$263K 3 0.09% Increased
1738
MIM
Montgomery Investment Management
Maryland
$908K -$15.3K 1 0.42% Reduced
1739
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$896K -$561K 2 0.05% Reduced
1740
CIAS
Capital Investment Advisory Services
North Carolina
$895K +$203K 2 0.59% Increased
1741
LC
Lubar & Co
Wisconsin
$895K $0 1 0.96% Maintained
1742
SIC
Sigma Investment Counselors
Michigan
$893K -$46.4K 3 0.14% Reduced
1743
CIP
Capital Insight Partners
Arizona
$890K -$104K 1 0.79% Reduced
1744
SIC
SFE Investment Counsel
California
$886K -$374K 1 0.36% Reduced
1745
TH
Timber Hill
Connecticut
$881K -$5.41M 3 0.03% Reduced
1746
Prospera Financial Services
Prospera Financial Services
Texas
$877K -$496K 2 0.14% Reduced
1747
SFSIG
San Francisco Sentry Investment Group
California
$873K +$836K 9 0.31% New
1748
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$871K -$172K 1 0.04% Reduced
1749
B
Bridgeworth
Alabama
$870K -$19K 2 0.45% Reduced
1750
HCP
Holt Capital Partners
Texas
$869K -$28K 1 0.3% Reduced