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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
Sit Investment Associates
Sit Investment Associates
Minnesota
$366K -$152K 5 0.01% Reduced
2002
GLI
Guardian Life Insurance
New York
$364K -$3.4K 4 0.06% Reduced
2003
CT
Cambridge Trust
Massachusetts
$363K +$73.5K 1 0.02% Increased
2004
GWS
Glassman Wealth Services
Virginia
$363K -$1.13K 6 0.24% Reduced
2005
MUS
Mitsubishi UFJ Securities
Japan
$362K +$38.1K 3 1.73% Increased
2006
WAM
Winslow Asset Management
Ohio
$361K -$5.72K 1 0.07% Reduced
2007
KSA
Ken Stern & Associates
California
$360K -$6.87K 1 0.16% Reduced
2008
OC
Oakworth Capital
Alabama
$360K -$14.4K 5 0.09% Reduced
2009
Park Avenue Securities
Park Avenue Securities
New York
$358K -$27.1K 1 0.11% Reduced
2010
AJ
Ashburton (Jersey)
Jersey
$354K +$353K 2 0.16% New
2011
EP Wealth Advisors
EP Wealth Advisors
California
$352K -$55.7K 1 0.04% Reduced
2012
PAG
Pinnacle Advisory Group
Maryland
$352K +$177K 2 0.02% Increased
2013
HCM
Harvest Capital Management
New Hampshire
$351K -$5.53K 1 0.14% Reduced
2014
DWM
Darwin Wealth Management
Florida
$350K +$4.64K 1 0.34% Increased
2015
FCA
Florence Capital Advisors
New York
$350K -$5.53K 1 0.38% Reduced
2016
FIM
Friedberg Investment Management
Texas
$350K -$498K 1 0.57% Reduced
2017
WA
WealthTrust-Arizona
Arizona
$350K +$151K 7 0.18% Increased
2018
CA
Cortland Associates
Missouri
$348K -$51.6K 1 0.06% Reduced
2019
FTI
Fiduciary Trust International
Massachusetts
$348K $0 1 0.09% Maintained
2020
BIC
Beach Investment Counsel
Pennsylvania
$342K $0 1 0.04% Maintained
2021
DWM
Doyle Wealth Management
Florida
$342K -$1.97K 1 0.06% Reduced
2022
RPAM
Rhenman & Partners Asset Management
Sweden
$340K $0 1 0.04% Maintained
2023
PBO
Peoples Bank (Ohio)
Ohio
$338K -$12.5K 1 0.18% Reduced
2024
HCM
Highlander Capital Management
New Jersey
$337K -$9.8K 2 0.26% Reduced
2025
SCI
Stableford Capital II
Arizona
$335K -$120K 1 0.24% Reduced