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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

EV Charging Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2001	OC Oakworth Capital Birmingham, Alabama	$177K	+$3.87K	4	0.12%	Increased
2002	CAS CTC Alternative Strategies Chicago, Illinois	$174K	+$160K	1	0.1%	New
2003	LC Lubar & Co Milwaukee, Wisconsin	$171K	-$259K	1	0.14%	Reduced
2004	Wilbanks Smith & Thomas Asset Management Norfolk, Virginia	$170K	+$3.08K	1	0.02%	Increased
2005	ISB Iowa State Bank Urbandale, Iowa	$167K	-$554K	1	0.12%	Reduced
2006	NCM Nelson Capital Management Menlo Park, California	$166K	-$14.3K	4	0.07%	Reduced
2007	VF Virtu Financial New York	$166K	+$165K	1	0.02%	New
2008	SCM Stonebridge Capital Management Los Angeles, California	$164K	$0	1	0.07%	Maintained
2009	IUAM Itau USA Asset Management New York	$162K	-$176K	1	0.05%	Reduced
2010	M MOTCO San Antonio, Texas	$162K	$0	3	0.02%	Maintained
2011	SMC Smith, Moore & Co Clayton, Missouri	$162K	+$294	1	0.1%	Increased
2012	DA Dunvegan Associates Santa Barbara, California	$161K	-$41K	1	0.14%	Reduced
2013	PGA Portland Global Advisors Portland, Maine	$161K	+$160K	1	0.09%	New
2014	Waverly Advisors Birmingham, Alabama	$160K	-$226K	9	0.07%	Reduced
2015	RAM RWC Asset Management London, United Kingdom	$159K	-$1.86M	3	0.01%	Reduced
2016	HCA Harbour Capital Advisors Tysons Corner, Virginia	$157K	$0	1	0.15%	Maintained
2017	NFGCM Norman Fields Gottscho Capital Management New York	$156K	-$54.8K	1	0.11%	Reduced
2018	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$153K	$0	4	0.41%	Maintained
2019	Rothschild & Co Wealth Management (UK) London, United Kingdom	$142K	+$144K	2	0.02%	New
2020	FMP Financial Management Professionals Austin, Texas	$130K	$0	3	0.09%	Maintained
2021	GAM Gemmer Asset Management Walnut Creek, California	$130K	+$130K	9	0.09%	New
2022	HMS Hanseatic Management Services Albuquerque, New Mexico	$128K	+$343K	3	3.84%	Increased
2023	ACMI Amida Capital Management II New York	$126K	-$218K	1	0.13%	Reduced
2024	HSA Hussman Strategic Advisors Ellicott City, Maryland	$125K	$0	1	0.01%	Maintained
2025	AIM Acuity Investment Management Toronto, Ontario, Canada	$120K	-$273K	1	0.07%	Reduced