← All themes

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
2026
PC
Passport Capital
California
$189K -$329K 2 0% Reduced
2027
SC
Sumit Capital
New York
$185K +$184K 1 0.77% New
2028
FNBSF
First National Bank Sioux Falls
South Dakota
$184K +$20.7K 4 0.47% Increased
2029
ISB
Iowa State Bank
Iowa
$184K $0 1 0.12% Maintained
2030
Waverly Advisors
Waverly Advisors
Alabama
$184K +$16.2K 10 0.08% Increased
2031
CFA
Camarda Financial Advisors
Florida
$183K +$164K 4 0.13% Increased
2032
LI
LVZ Inc
Michigan
$183K +$172K 1 0.14% New
2033
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$181K +$171K 1 0.02% New
2034
SCM
Stonebridge Capital Management
California
$181K +$16 1 0.07% Increased
2035
PGA
Portland Global Advisors
Maine
$178K $0 1 0.09% Maintained
2036
MPMG
Minneapolis Portfolio Management Group
Minnesota
$177K +$167K 1 0.02% New
2037
GAM
Gemmer Asset Management
California
$176K +$34.7K 9 0.12% Increased
2038
OC
Oakworth Capital
Alabama
$176K -$16.7K 4 0.11% Reduced
2039
BO
BRR OpCo
Ohio
$175K +$165K 1 0.07% New
2040
M
MOTCO
Texas
$174K +$6.65K 5 0.02% Increased
2041
PFG
Piershale Financial Group
Illinois
$173K +$153K 3 0.14% Increased
2042
NFGCM
Norman Fields Gottscho Capital Management
New York
$172K $0 1 0.11% Maintained
2043
IUAM
Itau USA Asset Management
New York
$171K $0 1 0.05% Maintained
2044
CAS
CTC Alternative Strategies
Illinois
$166K -$8.19K 1 0.14% Reduced
2045
AIM
Acuity Investment Management
Ontario, Canada
$166K +$40K 2 0.11% Increased
2046
TFO
Tarbox Family Office
California
$152K -$54.9K 6 0.14% Reduced
2047
FMP
Financial Management Professionals
Texas
$150K +$3.67K 4 0.1% Increased
2048
LCM
Landscape Capital Management
New Jersey
$142K +$143K 1 0.1% New
2049
DA
Dunvegan Associates
California
$140K -$4.04K 1 0.12% Reduced
2050
MAS
Madden Advisory Services
Florida
$132K +$74.2K 4 0.07% Increased