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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
SC
Schulhoff & Co
Ohio
$220K $0 1 0.14% Maintained
2002
TPWA
TRUE Private Wealth Advisors
Oregon
$220K +$12K 1 0.09% Increased
2003
BAM
Barrett Asset Management
New York
$219K -$248K 2 0.02% Reduced
2004
Greenleaf Trust
Greenleaf Trust
Michigan
$216K +$6.29K 1 0.01% Increased
2005
TIA
Tiemann Investment Advisors
California
$216K -$2.48K 1 0.21% Reduced
2006
UF
Univest Financial
Pennsylvania
$215K +$214K 1 0.1% New
2007
MUS
Mitsubishi UFJ Securities
Japan
$214K +$69.1K 5 0.28% Increased
2008
AIC
Ayalon Insurance Company
Israel
$213K -$346K 1 0.18% Reduced
2009
Lido Advisors
Lido Advisors
California
$210K +$192K 1 0.07% New
2010
PHK
Point72 Hong Kong
Hong Kong
$209K -$887K 2 0.41% Reduced
2011
WGCA
Wolf Group Capital Advisors
Virginia
$209K +$194K 1 0.16% New
2012
CBT
Central Bank & Trust
Kentucky
$208K -$21.8K 3 0.06% Reduced
2013
MCA
Mercer Capital Advisers
New Jersey
$206K -$976 5 0.18% Reduced
2014
BMM
Buffington Mohr McNeal
Idaho
$205K +$206K 1 0.09% New
2015
CFS
Commonwealth Financial Services
West Virginia
$205K -$282K 3 0.3% Reduced
2016
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$205K -$6.1K 1 0.14% Reduced
2017
PIC
Portland Investment Counsel
Ontario, Canada
$202K -$102K 1 0.41% Reduced
2018
HCM
Hollencrest Capital Management
California
$200K -$66.6K 1 0.03% Reduced
2019
NC
NewSquare Capital
Pennsylvania
$199K -$15.7K 4 0.06% Reduced
2020
DSI
Daiwa SB Investments
Japan
$198K +$178K 3 0.05% New
2021
IFS
Ifrah Financial Services
Arkansas
$198K +$814 1 0.08% Increased
2022
NFG
Nadler Financial Group
Illinois
$198K -$113K 1 0.09% Reduced
2023
HCM
Highlander Capital Management
New Jersey
$194K -$247K 3 0.18% Reduced
2024
RPG
Risk Paradigm Group
Texas
$193K +$38K 3 0.24% Increased
2025
AIS
AlphaOne Investment Services
Pennsylvania
$190K -$188K 1 0.08% Reduced