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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
MI
Markston International
New York
$249K -$12.7K 1 0.02% Reduced
2002
LIA
LBMC Investment Advisors
Tennessee
$246K +$2.52K 1 0.05% Increased
2003
BCM
BTR Capital Management
California
$245K $0 1 0.06% Maintained
2004
RB
Rodgers Brothers
Pennsylvania
$245K $0 1 0.11% Maintained
2005
JAM
JCIC Asset Management
Ontario, Canada
$243K -$2.13M 2 0.07% Reduced
2006
SIAS
Shine Investment Advisory Services
Colorado
$243K -$46.9K 1 0.24% Reduced
2007
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$242K +$261K 1 0.04% New
2008
GAM
Gemmer Asset Management
California
$242K -$4.34K 10 0.14% Reduced
2009
SIA
Starfire Investment Advisers
Michigan
$242K +$14.6K 1 0.17% Increased
2010
ANB
Amarillo National Bank
Texas
$241K -$14 1 0.17% Reduced
2011
CBT
Central Bank & Trust
Kentucky
$241K -$781 3 0.07% Reduced
2012
RWG
Regal Wealth Group
California
$241K +$250K 5 0.24% New
2013
DOA
D'Orazio & Associates
Virginia
$240K -$46.5K 6 0.12% Reduced
2014
NG
NatWest Group
United Kingdom
$240K -$3.15M 1 0.05% Reduced
2015
UAM
UAS Asset Management
New York
$240K +$224K 1 0.15% New
2016
FIM
Fernwood Investment Management
Massachusetts
$239K +$4.37K 1 0.2% Increased
2017
DRD
Dennis R. Delaney
$238K +$243K 1 0.53% New
2018
DF Dent & Co
DF Dent & Co
Maryland
$238K $0 1 0.01% Maintained
2019
KIC
Keating Investment Counselors
Florida
$237K $0 1 0.12% Maintained
2020
Koshinski Asset Management
Koshinski Asset Management
Illinois
$236K -$195K 1 0.17% Reduced
2021
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$235K +$405 1 0.04% Increased
2022
ITIM
Indiana Trust & Investment Management
Indiana
$235K -$134K 1 0.12% Reduced
2023
HC
HHG & Company
Connecticut
$234K +$159 1 0.06% Increased
2024
Klingman & Associates
Klingman & Associates
New York
$233K $0 3 0.09% Maintained
2025
YP
Yellowstone Partners
Idaho
$233K -$305K 1 0.1% Reduced