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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

EV Charging Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2001	PCM Penn Capital Management Philadelphia, Pennsylvania	$367K	-$218K	1	0.03%	Reduced
2002	OC Oakworth Capital Birmingham, Alabama	$366K	-$9.98K	5	0.11%	Reduced
2003	WA Wheatland Advisors Lancaster, Pennsylvania	$366K	$0	1	0.33%	Maintained
2004	KSA Ken Stern & Associates San Diego, California	$362K	$0	1	0.17%	Maintained
2005	Lido Advisors Los Angeles, California	$361K	+$18.6K	1	0.1%	Increased
2006	CIA Cascade Investment Advisors Oregon City, Oregon	$358K	-$21.3K	1	0.31%	Reduced
2007	CPP Crow Point Partners Boston, Massachusetts	$358K	+$382K	1	0.06%	New
2008	Avidian Wealth Enterprises Houston, Texas	$354K	-$6.38K	1	0.14%	Reduced
2009	DI Diligent Investors Redlands, California	$353K	+$3.95K	1	0.27%	Increased
2010	AMG Advisors Management Group La Crosse, Wisconsin	$351K	-$6.99K	1	0.22%	Reduced
2011	CCM Cohen Capital Management Corte Madera, California	$351K	+$5.28K	2	0.09%	Increased
2012	Northeast Financial Consultants Westport, Connecticut	$349K	$0	1	0.15%	Maintained
2013	CPA Clear Perspective Advisors Aurora, Illinois	$348K	+$1.88K	6	0.23%	Increased
2014	KIC Keating Investment Counselors Delray Beach, Florida	$348K	-$32.5K	1	0.16%	Reduced
2015	MBTD Mechanics Bank - Trust Department Walnut Creek, California	$344K	-$4.04K	2	0.08%	Reduced
2016	FCB First Command Bank Fort Worth, Texas	$342K	-$114K	5	0.24%	Reduced
2017	FCFS First Command Financial Services Fort Worth, Texas	$342K	-$114K	5	0.24%	Reduced
2018	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$342K	-$4.72K	1	0.03%	Reduced
2019	PAS Partnervest Advisory Services Santa Barbara, California	$341K	+$38.9K	1	0.15%	Increased
2020	SWA Sutton Wealth Advisors Tampa, Florida	$341K	-$16.6K	9	0.29%	Reduced
2021	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$340K	+$121K	1	0.18%	Increased
2022	HFS Haverford Financial Services Radnor, Pennsylvania	$337K	+$2.13K	1	0.14%	Increased
2023	PG Proffitt & Goodson Knoxville, Tennessee	$337K	$0	1	0.16%	Maintained
2024	DWM Darwin Wealth Management Tampa, Florida	$336K	+$12	1	0.19%	Increased
2025	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$335K	$0	1	0.15%	Maintained