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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
1976
PHK
Point72 Hong Kong
Hong Kong
$332K -$4.82M 3 0.33% Reduced
1977
CPA
Capital Planning Advisors
California
$331K +$351K 1 0.29% New
1978
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$331K +$352K 1 0.3% New
1979
IT
Independence Trust
Tennessee
$330K +$314K 1 0.2% New
1980
SCM
Sterneck Capital Management
Missouri
$327K +$80.3K 1 0.19% Increased
1981
RC
RBO & Co
California
$325K +$301K 1 0.11% New
1982
HA
Halsey Associates
Connecticut
$322K -$102K 1 0.07% Reduced
1983
TNB
Thomasville National Bank
Georgia
$321K $0 1 0.11% Maintained
1984
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$320K -$239K 3 0.08% Reduced
1985
TI
Telemetry Investments
New York
$318K +$291K 1 0.2% New
1986
FM
Foster & Motley
Ohio
$316K -$53.7K 1 0.07% Reduced
1987
FNB
Farmers National Bank
Kentucky
$315K +$335K 1 0.26% New
1988
DAC
Dividend Assets Capital
South Carolina
$310K -$182K 1 0.01% Reduced
1989
FTI
Fiduciary Trust International
Massachusetts
$310K $0 1 0.09% Maintained
1990
RB
Rodgers Brothers
Pennsylvania
$308K -$4.71K 1 0.15% Reduced
1991
WCM
Windsor Capital Management
Arizona
$308K +$33K 1 0.17% Increased
1992
CBT
Central Bank & Trust
Kentucky
$305K +$24.7K 2 0.1% Increased
1993
IAS
IMA Advisory Services
Colorado
$303K -$842K 1 0.16% Reduced
1994
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$302K -$170K 1 0.02% Reduced
1995
GRQ
Gardner Russo & Quinn
Pennsylvania
$302K -$4.54K 1 0% Reduced
1996
MMG
Monetary Management Group
Missouri
$302K -$20.9K 1 0.13% Reduced
1997
R.M. Davis Inc
R.M. Davis Inc
Maine
$302K -$8.3K 1 0.02% Reduced
1998
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$301K $0 1 0.03% Maintained
1999
LBH
Lehman Brothers Holdings
New York
$300K $0 1 19.02% Maintained
2000
SCG
Sonata Capital Group
Washington
$300K +$316K 1 0.27% New