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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
2001
AHS
Aspiriant Holdings S3
California
$207K +$202K 1 0.08% New
2002
EGA
Emerging Global Advisors
New York
$207K +$212K 1 0.08% New
2003
FAG
Financial Advisory Group
Texas
$207K +$193K 1 0.12% New
2004
HFM
Hartford Financial Management
Connecticut
$205K +$50 4 0.13% Increased
2005
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$205K -$3.13M 4 0.34% Reduced
2006
BHB
Bank Hapoalim BM
Israel
$204K +$222K 1 0.06% New
2007
LPC
Loeb Partners Corp
New York
$204K -$283K 1 0.07% Reduced
2008
MIG
Mariner Investment Group
New York
$204K -$2.05M 1 0.03% Reduced
2009
KWILP
Kiwi Wealth Investments Limited Partnership
New Zealand
$203K $0 1 0.03% Maintained
2010
ZIG
Zuckerman Investment Group
Illinois
$203K +$207K 1 0.05% New
2011
AWS
Aris Wealth Services
Pennsylvania
$202K $0 1 0.34% Maintained
2012
ATC
Adirondack Trust Company
New York
$199K +$39K 3 0.16% Increased
2013
AB
Atlas Brown
Kentucky
$199K +$23.5K 1 0.14% Increased
2014
STB
S&T Bank
Pennsylvania
$191K +$179K 1 0.03% New
2015
Check Capital Management
Check Capital Management
California
$188K $0 1 0.02% Maintained
2016
CFA
Capstone Financial Advisors
Illinois
$186K +$202K 1 0.12% New
2017
OAM
Orinda Asset Management
California
$178K -$161K 1 0.4% Reduced
2018
ZTNA
Zions Trust National Association
Utah
$174K $0 1 0.24% Maintained
2019
TCM
TD Capital Management
Tennessee
$173K +$10.5K 2 0.04% Increased
2020
MCWS
McKinley Carter Wealth Services
West Virginia
$172K -$29.3K 1 0.17% Reduced
2021
CPA
Cowen Prime Advisors
New York
$171K -$1.01K 2 0.07% Reduced
2022
SAM
Strategy Asset Managers
California
$170K +$184K 1 0.04% New
2023
NCM
Nelson Capital Management
California
$169K $0 4 0.08% Maintained
2024
SMU
Signet Management USA
Virginia
$169K +$182K 2 0.11% New
2025
FNBSF
First National Bank Sioux Falls
South Dakota
$167K $0 4 0.44% Maintained