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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
FIM
Fernwood Investment Management
Massachusetts
$208K $0 1 0.19% Maintained
2002
PIC
Portland Investment Counsel
Ontario, Canada
$207K +$197K 1 0.33% New
2003
ANB
Amarillo National Bank
Texas
$206K $0 1 0.09% Maintained
2004
AWA
Arete Wealth Advisors
Illinois
$206K +$24.5K 1 0.12% Increased
2005
CWA
Cypress Wealth Advisors
California
$206K +$202K 1 0.09% New
2006
Everett Harris & Co
Everett Harris & Co
California
$206K +$207K 1 0.01% New
2007
GC
Gruss & Co
Florida
$204K +$217K 1 0.25% New
2008
ACI
Advance Capital I
Michigan
$203K -$96.2K 1 0.41% Reduced
2009
AWM
AllSquare Wealth Management
New York
$203K +$50 5 0.2% Increased
2010
BHB
Bank Hapoalim BM
Israel
$203K -$687K 1 0.05% Reduced
2011
DF Dent & Co
DF Dent & Co
Maryland
$203K $0 1 0.01% Maintained
2012
SIA
Starfire Investment Advisers
Michigan
$202K -$64K 1 0.12% Reduced
2013
RCG
Ruggie Capital Group
Florida
$196K +$160K 4 0.17% Increased
2014
FI
FormulaFolio Investments
Michigan
$192K +$38.1K 1 0.03% Increased
2015
BAM
Barrett Asset Management
New York
$191K -$80.5K 1 0.02% Reduced
2016
HFM
Hartford Financial Management
Connecticut
$189K +$3.39K 3 0.11% Increased
2017
Penserra Capital Management
Penserra Capital Management
California
$189K +$86.4K 5 0.02% Increased
2018
WWM
Willingdon Wealth Management
North Carolina
$184K -$10.2K 1 0.09% Reduced
2019
11A
10-15 Associates
New York
$183K +$3.43K 1 0.05% Increased
2020
LPT
Legacy Private Trust
Wisconsin
$182K -$216K 1 0.02% Reduced
2021
RFWA
RPg Family Wealth Advisory
Massachusetts
$182K -$5.56K 5 0.13% Reduced
2022
CWM
Cranbrook Wealth Management
Michigan
$181K +$2.81K 2 0.09% Increased
2023
MCM
Maple Capital Management
Vermont
$179K +$35.3K 1 0.06% Increased
2024
PAG
Pinnacle Advisory Group
Maryland
$178K -$22K 1 0.01% Reduced
2025
RWG
Regal Wealth Group
California
$178K -$50.6K 4 0.16% Reduced