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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
SCG
Sonata Capital Group
Washington
$225K $0 1 0.19% Maintained
1977
MJRIC
Mogy Joel R Investment Counsel
California
$224K +$202K 1 0.04% New
1978
HCM
Highlander Capital Management
New Jersey
$223K $0 3 0.2% Maintained
1979
ADL
Asset Dedication LLC
California
$222K -$25.8K 4 0.15% Reduced
1980
EA
Elm Advisors
California
$220K +$198K 1 0.21% New
1981
GP
Girard Partners
Pennsylvania
$220K -$10.3K 1 0.08% Reduced
1982
MCA
Mercer Capital Advisers
New Jersey
$220K +$7.17K 5 0.18% Increased
1983
PGIM
Pacific Global Investment Management
California
$220K +$235K 1 0.05% New
1984
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$218K +$229K 1 0.03% New
1985
PIM
Penobscot Investment Management
Massachusetts
$218K -$114K 1 0.08% Reduced
1986
VST
Van Strum & Towne
California
$218K +$197K 1 0.14% New
1987
FIM
Fernwood Investment Management
Massachusetts
$217K -$9.23K 1 0.21% Reduced
1988
RWG
Regal Wealth Group
California
$217K -$8.38K 6 0.2% Reduced
1989
ANB
Amarillo National Bank
Texas
$215K $0 1 0.1% Maintained
1990
TIA
Tiemann Investment Advisors
California
$215K -$5.51K 1 0.2% Reduced
1991
Greenleaf Trust
Greenleaf Trust
Michigan
$214K +$13.2K 1 0.01% Increased
1992
CIP
Champlain Investment Partners
Vermont
$213K +$192K 1 0% New
1993
YMRC
Yorktown Management & Research Company
Virginia
$212K $0 1 0.05% Maintained
1994
FNYS
First New York Securities
New York
$212K +$219K 1 0.13% Increased
1995
SWA
Sutton Wealth Advisors
Florida
$212K +$22.6K 10 0.2% Increased
1996
DF Dent & Co
DF Dent & Co
Maryland
$211K $0 1 0.01% Maintained
1997
ATIA
American Trust Investment Advisors
New Hampshire
$210K -$217K 1 0.22% Reduced
1998
CD
Carl Domino
Florida
$210K -$201K 1 0.2% Reduced
1999
PAG
Pinnacle Advisory Group
Maryland
$209K -$87.3K 1 0.02% Reduced
2000
BWP
BSW Wealth Partners
Colorado
$208K +$188K 1 0.11% New