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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
SFM
Signature Financial Management
Virginia
$221K +$208K 1 0.17% New
2002
BOS
Bank of Stockton
California
$219K +$209K 1 0.13% New
2003
CAL
Capital Advisors Ltd
Ohio
$219K $0 5 0.12% Maintained
2004
PIM
Provident Investment Management
Michigan
$219K +$210K 1 0.05% New
2005
Plancorp LLC
Plancorp LLC
Missouri
$218K -$176K 1 0.2% Reduced
2006
SCA
Salient Capital Advisors
Texas
$215K -$691K 1 0% Reduced
2007
PM
Penbrook Management
New York
$212K +$200K 1 0.19% New
2008
JEW
Jamison Eaton & Wood
New Jersey
$211K +$202K 1 0.06% New
2009
BIM
Bridgecreek Investment Management
Oklahoma
$210K +$183K 1 0.06% New
2010
DF Dent & Co
DF Dent & Co
Maryland
$210K +$183K 1 0% New
2011
IF
IRON Financial
Illinois
$210K +$198K 1 0.19% New
2012
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$210K $0 1 0.11% Maintained
2013
FWCM
First Western Capital Management
California
$208K +$569 1 0.07% Increased
2014
SNS Financial Group
SNS Financial Group
Minnesota
$208K +$200K 1 0.08% New
2015
GSC
Ground Swell Capital
South Carolina
$206K +$199K 7 0.4% New
2016
WCM
Windsor Capital Management
Arizona
$205K +$193K 1 0.11% New
2017
EP
Edgestream Partners
New Jersey
$204K +$193K 1 0.13% New
2018
TCTC Holdings
TCTC Holdings
Texas
$203K -$497K 1 0.01% Reduced
2019
SIC
Shoker Investment Counsel
Ohio
$202K +$195K 1 0.18% New
2020
HJA
Hugh Johnson Advisors
New York
$201K +$192K 1 0.07% New
2021
MPIA
Mountain Pacific Investment Advisers
Idaho
$200K -$26.6K 1 0.02% Reduced
2022
CPA
Cowen Prime Advisors
New York
$199K -$19K 3 0.08% Reduced
2023
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$198K +$77.1K 3 0.12% Increased
2024
SIM
Strategic Investment Management
Virginia
$198K +$193K 1 0.05% New
2025
LIA
LBMC Investment Advisors
Tennessee
$191K -$88.1K 1 0.05% Reduced