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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
SWA
Sutton Wealth Advisors
Florida
$330K +$79.8K 9 0.29% Increased
2002
CPA
Clear Perspective Advisors
Illinois
$329K +$324K 6 0.22% New
2003
FCA
Florence Capital Advisors
New York
$326K +$306K 1 0.36% New
2004
WAS
Winch Advisory Services
Wisconsin
$325K +$303K 3 0.22% Increased
2005
BCAM
Boston Common Asset Management
Massachusetts
$323K -$5.46K 1 0.05% Reduced
2006
KSA
Ken Stern & Associates
California
$321K +$314K 1 0.17% New
2007
FFA
Fragasso Financial Advisors
Pennsylvania
$320K $0 1 0.11% Maintained
2008
MVA
Mount Vernon Associates
Maryland
$316K $0 1 0.62% Maintained
2009
1IA
1834 Investment Advisors
Wisconsin
$311K -$191K 1 0.06% Reduced
2010
CCA
Castle Creek Arbitrage
Colorado
$311K -$4.27M 1 0.03% Reduced
2011
WC
Wexford Capital
Florida
$310K -$337K 2 0.03% Reduced
2012
PFSC
Peoples Financial Services Corp
Pennsylvania
$309K -$11.6K 2 0.19% Reduced
2013
FC
FCA Corp
Texas
$306K +$287K 1 0.15% New
2014
TAM
Trust Asset Management
Texas
$306K -$1.96K 3 0.15% Reduced
2015
GWCM
Godshalk Welsh Capital Management
Pennsylvania
$305K -$12.4K 1 0.31% Reduced
2016
Granahan Investment Management
Granahan Investment Management
Massachusetts
$305K +$5.57K 1 0.01% Increased
2017
HFS
Haverford Financial Services
Pennsylvania
$303K $0 1 0.13% Maintained
2018
Lido Advisors
Lido Advisors
California
$303K +$283K 2 0.07% New
2019
LC
Lourd Capital
California
$302K -$23.1K 1 0.03% Reduced
2020
WA
WealthTrust-Arizona
Arizona
$302K +$838 6 0.17% Increased
2021
SKK
Shepherd Kaplan Krochuk
Massachusetts
$300K -$760K 1 0.09% Reduced
2022
PAS
Partnervest Advisory Services
California
$299K -$226K 1 0.14% Reduced
2023
MI
Markston International
New York
$298K -$5.09K 1 0.03% Reduced
2024
CFA
Capstone Financial Advisors
Illinois
$294K +$44.2K 1 0.13% Increased
2025
BIC
Beach Investment Counsel
Pennsylvania
$291K $0 1 0.03% Maintained