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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
JGUA
John G. Ullman & Associates
New York
$452K -$82K 1 0.09% Reduced
1927
Everett Harris & Co
Everett Harris & Co
California
$451K $0 2 0.02% Maintained
1928
PCM
Piermont Capital Management
Missouri
$451K +$521K 1 0.14% New
1929
FPFS
First Personal Financial Services
North Carolina
$450K -$4.39K 6 0.27% Reduced
1930
AWA
ARS Wealth Advisors
Florida
$447K -$25.1K 1 0.2% Reduced
1931
SIG
Stanford Investment Group
California
$445K -$28.6K 5 0.33% Reduced
1932
LA
Lynch & Associates
Indiana
$440K -$12.7K 1 0.23% Reduced
1933
Fiduciary Trust
Fiduciary Trust
Massachusetts
$434K -$22.6K 1 0.02% Reduced
1934
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$431K +$14.8K 1 0.44% Increased
1935
VIA
Vantage Investment Advisors
Pennsylvania
$431K -$364K 8 0.24% Reduced
1936
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$430K -$115K 2 0% Reduced
1937
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$430K +$15.6K 2 0.15% Increased
1938
AT
Argent Trust
Texas
$429K +$49.4K 1 0.42% Increased
1939
JPMIA
J.P. Marvel Investment Advisors
Massachusetts
$429K +$163K 1 0.14% Increased
1940
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$425K -$29.4K 11 0.24% Reduced
1941
WA
WealthTrust-Arizona
Arizona
$424K -$16.9K 7 0.25% Reduced
1942
SCA
Strategic Capital Alternatives
United States
$422K +$158K 6 0.1% Increased
1943
HIC
Harvey Investment Company
Kentucky
$418K -$6.09K 1 0.1% Reduced
1944
HCMNY
Howard Capital Management (New York)
New York
$417K $0 1 0.08% Maintained
1945
MSTVIM
Messner & Smith Theme Value Investment Management
California
$417K +$437K 1 0.57% New
1946
BIA
Barry Investment Advisors
Massachusetts
$415K +$1.04M 4 0.42% Increased
1947
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$413K -$119K 1 0.02% Reduced
1948
SC
SRB Corp
Massachusetts
$413K -$82.8K 3 0.05% Reduced
1949
EEG
E.E. Geduld
$409K +$429K 1 0.25% New
1950
ABTD
Arvest Bank Trust Division
Oklahoma
$407K -$48.1K 1 0.03% Reduced