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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
OC
Oakworth Capital
Alabama
$371K -$1.63K 5 0.1% Reduced
2002
KSA
Ken Stern & Associates
California
$370K $0 1 0.17% Maintained
2003
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$369K -$10.5K 1 0.04% Reduced
2004
FTI
Fiduciary Trust International
Massachusetts
$369K $0 1 0.1% Maintained
2005
SC
SRB Corp
Massachusetts
$365K -$36.4K 2 0.05% Reduced
2006
MCF Advisors
MCF Advisors
Kentucky
$364K +$134K 3 0.07% Increased
2007
NCM
Novare Capital Management
North Carolina
$359K -$268K 2 0.08% Reduced
2008
NWP
Northstar Wealth Partners
Connecticut
$357K -$59.8K 2 0.33% Reduced
2009
SKK
Shepherd Kaplan Krochuk
Massachusetts
$357K +$76K 2 0.21% Increased
2010
RC
Reik & Co
New York
$354K $0 1 0.12% Maintained
2011
AMG
Advisors Management Group
Wisconsin
$353K -$4.85K 1 0.19% Reduced
2012
KIC
Keating Investment Counselors
Florida
$350K -$5.91K 1 0.15% Reduced
2013
WIA
Westbourne Investment Advisors
Maryland
$350K $0 1 0.28% Maintained
2014
CCT
Chemung Canal Trust
New York
$348K -$50.1K 2 0.08% Reduced
2015
PCM
Penn Capital Management
Pennsylvania
$347K -$8.6K 1 0.03% Reduced
2016
Reinhart Partners
Reinhart Partners
Wisconsin
$347K +$372K 1 0.03% New
2017
EHWM
Eads & Heald Wealth Management
Georgia
$346K +$30.9K 2 0.22% Increased
2018
GWS
Glassman Wealth Services
Virginia
$346K -$86.2K 6 0.23% Reduced
2019
GEA
Glen Eagle Advisors
New Jersey
$346K -$214K 6 0.28% Reduced
2020
ACM
Alpha Capital Management
Texas
$344K +$314K 1 0.17% New
2021
BIC
Beach Investment Counsel
Pennsylvania
$344K $0 1 0.04% Maintained
2022
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$344K -$53.5K 1 0.05% Reduced
2023
MUS
Mitsubishi UFJ Securities
Japan
$343K -$212K 3 1.83% Reduced
2024
HFS
Haverford Financial Services
Pennsylvania
$342K -$11.8K 1 0.14% Reduced
2025
JSP
Jackson Square Partners
California
$342K -$3.77M 1 0% Reduced