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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
CC
Callan Capital
California
$299K -$469 1 0.07% Reduced
2002
Plancorp LLC
Plancorp LLC
Missouri
$297K -$84.6K 1 0.31% Reduced
2003
ECML
Eagle Capital Management (Louisiana)
Louisiana
$296K $0 1 0.12% Maintained
2004
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$295K +$4.25K 1 0.12% Increased
2005
GAM
Gemmer Asset Management
California
$294K +$131K 9 0.2% Increased
2006
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$294K -$1.88M 4 0.06% Reduced
2007
PFSC
Peoples Financial Services Corp
Pennsylvania
$292K +$75.2K 3 0.19% Increased
2008
I
IberiaBank
Louisiana
$291K +$309K 1 0.16% New
2009
SC
Schulhoff & Co
Ohio
$291K -$25K 1 0.18% Reduced
2010
KIC
Keating Investment Counselors
Florida
$289K -$4.44K 1 0.14% Reduced
2011
AMM
American Money Management
California
$288K -$327K 1 0.25% Reduced
2012
CPO
Cerity Partners OCIO
New York
$288K -$495K 1 0.03% Reduced
2013
SRSA
S.R. Schill & Associates
Washington
$288K +$274K 1 0.26% New
2014
VAM
Verity Asset Management
North Carolina
$282K +$274K 1 0.27% New
2015
Check Capital Management
Check Capital Management
California
$281K +$94.9K 1 0.02% Increased
2016
FIM
Friedberg Investment Management
Texas
$281K +$68.7K 1 0.11% Increased
2017
CW
Cabot-Wellington
Massachusetts
$277K +$8.1K 1 0.1% Increased
2018
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$274K -$754K 5 0.09% Reduced
2019
MPIA
Mountain Pacific Investment Advisers
Idaho
$274K +$292K 1 0.03% New
2020
PFBT
Parkside Financial Bank & Trust
Missouri
$274K -$17.1K 1 0.15% Reduced
2021
EAM
Evanson Asset Management
California
$273K -$216K 1 0.1% Reduced
2022
NEAM
New England Asset Management
Connecticut
$273K $0 1 0.01% Maintained
2023
LC
Lakeshore Capital
Alabama
$272K $0 1 0.35% Maintained
2024
MVA
Mount Vernon Associates
Maryland
$270K +$14.7K 1 0.62% Increased
2025
CCA
Cobblestone Capital Advisors
New York
$268K -$13.2K 1 0.05% Reduced