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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
CCIA
Campbell & Co Investment Adviser
Maryland
$208K -$357K 1 1.05% Reduced
2002
CFA
Cahill Financial Advisors
Minnesota
$207K +$226K 1 0.14% New
2003
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$205K +$185K 1 0.02% New
2004
BE
Bonness Enterprises
District of Columbia
$205K +$184K 1 0.17% New
2005
FMP
Financial Management Professionals
Texas
$203K +$73.3K 4 0.11% Increased
2006
AIC
Ayalon Insurance Company
Israel
$202K $0 1 0.17% Maintained
2007
GRQ
Gardner Russo & Quinn
Pennsylvania
$202K +$182K 1 0% New
2008
MC
Miles Capital
Iowa
$202K +$221K 1 0.14% New
2009
PC
Pecaut & Co
Iowa
$201K -$1.41M 1 0.21% Reduced
2010
WWM
Willingdon Wealth Management
North Carolina
$201K -$57.5K 1 0.1% Reduced
2011
MCMT
Moon Capital Management (Tennessee)
Tennessee
$201K +$181K 1 0.25% New
2012
CHP
Cable Hill Partners
Oregon
$200K -$195K 8 0.15% Reduced
2013
Needham Investment Management
Needham Investment Management
New York
$200K +$21.9K 1 0.06% Increased
2014
SFI
SPC Financial Inc
Maryland
$200K +$181K 1 0.07% New
2015
NFG
Nadler Financial Group
Illinois
$194K +$10.2K 1 0.08% Increased
2016
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$191K $0 1 0.13% Maintained
2017
AWA
Arete Wealth Advisors
Illinois
$190K -$674K 1 0.12% Reduced
2018
CBT
Central Bank & Trust
Kentucky
$190K -$11.6K 2 0.05% Reduced
2019
AWM
AllSquare Wealth Management
New York
$189K +$19.8K 5 0.19% Increased
2020
HFM
Hartford Financial Management
Connecticut
$189K -$13.4K 4 0.11% Reduced
2021
11A
10-15 Associates
New York
$187K +$14.8K 1 0.05% Increased
2022
MUS
Mitsubishi UFJ Securities
Japan
$187K -$7.82K 5 0.33% Reduced
2023
RFWA
RPg Family Wealth Advisory
Massachusetts
$186K +$48.1K 5 0.08% Increased
2024
CWM
Cranbrook Wealth Management
Michigan
$185K -$191K 1 0.09% Reduced
2025
IFS
Ifrah Financial Services
Arkansas
$185K +$2.44K 1 0.07% Increased