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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
1851
AC
Alexandria Capital
Virginia
$628K -$705 6 0.16% Reduced
1852
CW
Cobiz Wealth
Colorado
$627K -$4.53M 2 0.14% Reduced
1853
SAM
Sawgrass Asset Management
Florida
$627K -$378K 1 0.03% Reduced
1854
Sageworth Trust
Sageworth Trust
Pennsylvania
$624K $0 1 0.12% Maintained
1855
ARMC
American Research & Management Company
Massachusetts
$623K +$1.44K 6 0.2% Increased
1856
CK
Cohen Klingenstein
New York
$623K $0 1 0.1% Maintained
1857
KS
Karpas Strategies
Connecticut
$622K -$10.5K 1 0.28% Reduced
1858
Axiom Investors
Axiom Investors
Connecticut
$621K +$657K 1 0.01% New
1859
FNB
Farmers National Bank
Kentucky
$613K -$102K 1 0.36% Reduced
1860
Check Capital Management
Check Capital Management
California
$612K -$6.26K 1 0.04% Reduced
1861
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$610K -$619K 1 0.42% Reduced
1862
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$606K -$497K 5 0% Reduced
1863
IC
Intersect Capital
California
$606K +$605K 1 0.36% New
1864
Lido Advisors
Lido Advisors
California
$604K +$220K 2 0.13% Increased
1865
MSR
Main Street Research
Connecticut
$602K +$550K 1 0.1% New
1866
JWA
JFS Wealth Advisors
Pennsylvania
$597K -$34.8K 5 0.16% Reduced
1867
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$590K +$590K 1 0.5% New
1868
MFW
Mosaic Family Wealth
Missouri
$590K +$12K 9 0.25% Increased
1869
JC
Jacobs & Co
California
$589K -$232K 1 0.12% Reduced
1870
BCM
Bienville Capital Management
New York
$588K $0 1 0.16% Maintained
1871
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$588K +$239K 2 0.06% Increased
1872
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$586K -$27.7K 5 0.61% Reduced
1873
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$584K +$131K 4 0.08% Increased
1874
GAM
Gemmer Asset Management
California
$579K +$19.9K 8 0.24% Increased
1875
SCM
Schnieders Capital Management
California
$579K +$29.7K 2 0.27% Increased