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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
1801
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$492K -$28.3K 1 0.02% Reduced
1802
SIG
Schooner Investment Group
Pennsylvania
$491K +$189K 2 0.94% Increased
1803
CPA
Capital Planning Advisors
California
$490K $0 2 0.24% Maintained
1804
CK
Cohen Klingenstein
New York
$486K $0 1 0.09% Maintained
1805
WFG
Windsor Financial Group
Minnesota
$486K $0 1 0.22% Maintained
1806
AWP
Ascent Wealth Partners
New York
$483K +$83.5K 1 0.26% Increased
1807
GC
Garde Capital
Washington
$483K $0 1 0.16% Maintained
1808
AIM
Allen Investment Management
New York
$475K +$14.5K 1 0.04% Increased
1809
RB
Rodgers Brothers
Pennsylvania
$467K +$201K 2 0.2% Increased
1810
CC
Carlson Capital
Texas
$464K $0 1 0.01% Maintained
1811
CAS
Cue Advisory Services
Arizona
$464K +$8.29K 1 0.4% Increased
1812
JWBC
J.W. Burns & Co
New York
$464K -$1.14M 1 0.15% Reduced
1813
Check Capital Management
Check Capital Management
California
$462K -$179K 1 0.04% Reduced
1814
ATC
Argent Trust Co
Tennessee
$457K +$236K 2 0.22% Increased
1815
KPCM
Kings Point Capital Management
New York
$457K -$53.9K 4 0.12% Reduced
1816
Palisade Capital Management
Palisade Capital Management
New Jersey
$456K +$208K 2 0.01% Increased
1817
1IA
1834 Investment Advisors
Wisconsin
$454K -$11.1K 1 0.1% Reduced
1818
IR
IAT Reinsurance
New York
$453K $0 1 0.3% Maintained
1819
CA
Cortland Associates
Missouri
$448K $0 1 0.09% Maintained
1820
Boston Financial Management
Boston Financial Management
Massachusetts
$446K -$98.9K 1 0.07% Reduced
1821
LPT
Legacy Private Trust
Wisconsin
$445K -$27.7K 1 0.07% Reduced
1822
ATIA
American Trust Investment Advisors
New Hampshire
$443K $0 2 0.46% Maintained
1823
PAA
Peregrine Asset Advisers
Oregon
$443K $0 1 0.34% Maintained
1824
WA
Wealth Architects
California
$441K +$60K 1 0.22% Increased
1825
FNBTCON
First National Bank & Trust Co of Newtown
Pennsylvania
$437K $0 2 0.14% Maintained