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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
1926
UBS O'Connor
UBS O'Connor
Illinois
$275K +$254K 1 0.01% New
1927
DOA
D'Orazio & Associates
Virginia
$274K +$261K 4 0.23% New
1928
LOCB
Lombard Odier & Cie (Bahamas)
Bahamas
$274K +$254K 2 0.11% New
1929
Prospera Financial Services
Prospera Financial Services
Texas
$273K -$97.4K 1 0.09% Reduced
1930
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$272K +$251K 1 0.04% New
1931
FIM
Friedberg Investment Management
Texas
$272K $0 1 0.11% Maintained
1932
TTWM
TCV Trust & Wealth Management
Virginia
$272K +$254K 1 0.05% New
1933
GA
GFS Advisors
Texas
$271K -$428K 1 0.13% Reduced
1934
CCC
Chelsea Counsel Company
California
$270K -$32.2K 1 0.06% Reduced
1935
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$270K $0 1 0% Maintained
1936
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$269K $0 1 0.03% Maintained
1937
PFSC
Peoples Financial Services Corp
Pennsylvania
$266K +$251K 2 0.18% New
1938
FNBOMD
First National Bank of Mount Dora
Florida
$265K $0 1 0.17% Maintained
1939
KLWA
Kelly Lawrence W & Associates
California
$265K $0 1 0.06% Maintained
1940
AFIA
America First Investment Advisors
Nebraska
$262K $0 4 0.12% Maintained
1941
BFG
Beacon Financial Group
Texas
$262K +$24.8K 1 0.05% Increased
1942
ABA
American Beacon Advisors
Texas
$261K $0 1 1.63% Maintained
1943
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$260K +$18.5K 1 0.14% Increased
1944
FCM
Ferox Capital Management
United Kingdom
$258K +$240K 1 0.07% New
1945
CAMI
Concord Asset Management (Illinois)
Illinois
$257K $0 1 0.09% Maintained
1946
TFA
Toth Financial Advisory
Virginia
$257K +$262K 1 0.11% New
1947
BIM
BRC Investment Management
Colorado
$255K -$3.63M 1 0.04% Reduced
1948
B
Bellecapital
Switzerland
$254K +$235K 1 0.24% New
1949
AI
ArchPoint Investors
Florida
$253K -$29.2K 1 0.23% Reduced
1950
FIG
Fusion Investment Group
Pennsylvania
$253K +$275K 1 0.19% New