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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
1951
ML
McAdam LLC
Pennsylvania
$6.24M +$875K 6 0.24% Increased
1952
NB
NBT Bank
New York
$6.23M -$664K 14 0.41% Reduced
1953
GPWM
Grant Private Wealth Management
California
$6.23M +$376K 2 2.63% Increased
1954
GA
GoalVest Advisory
New York
$6.22M -$144K 3 1.15% Reduced
1955
FCM
Fire Capital Management
California
$6.2M +$426K 1 2.53% Increased
1956
LWM
Lyell Wealth Management
California
$6.2M +$3.24M 2 0.38% Increased
1957
PCM
Princeton Capital Management
New Jersey
$6.19M +$165K 3 1.4% Increased
1958
SCA
St. Clair Advisors
Ohio
$6.19M $0 1 1.59% Maintained
1959
AWM
Aviso Wealth Management
Washington
$6.17M -$131K 2 2.1% Reduced
1960
MW
MBL Wealth
North Carolina
$6.16M -$297K 4 0.42% Reduced
1961
PIA
Powell Investment Advisors
Florida
$6.16M -$46.2K 3 1.94% Reduced
1962
FAS
Formuepleje A/S
Denmark
$6.16M +$5.82M 1 0.48% New
1963
SC
Searle & Co
Connecticut
$6.15M -$243K 3 1.38% Reduced
1964
TFGT
TS Financial Group (TSFG)
Illinois
$6.14M +$3.35K 12 0.77% Increased
1965
MPWS
McCarter Private Wealth Services
Massachusetts
$6.14M -$207K 2 2.12% Reduced
1966
AGWCA
Annis Gardner Whiting Capital Advisors
Florida
$6.13M +$110K 4 0.92% Increased
1967
FMN
Financial Management Network
California
$6.13M +$44.5K 1 0.88% Increased
1968
CFO
CVA Family Office
Colorado
$6.12M +$367K 16 0.55% Increased
1969
PP
Patten & Patten
Tennessee
$6.11M +$137K 3 0.32% Increased
1970
AA
Alta Advisers
United Kingdom
$6.11M +$86.3K 5 1.39% Increased
1971
IWS
Insight Wealth Strategies
California
$6.11M -$170K 2 0.6% Reduced
1972
YC
Yarbrough Capital
Tennessee
$6.11M -$9.07M 3 0.18% Reduced
1973
Apella Capital
Apella Capital
Connecticut
$6.11M +$150K 6 0.09% Increased
1974
MAWA
Moss Adams Wealth Advisors
Washington
$6.11M +$423K 6 0.38% Increased
1975
HFM
Hartford Funds Management
Pennsylvania
$6.1M +$1.77M 3 0.49% Increased