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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
2026
PO
Private Ocean
California
$36K $0 3 0.03% Maintained
2027
IMAS
ID Management A/S
Denmark
$34K +$34.1K 1 0.02% New
2028
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$33K +$2.08K 4 0.01% Increased
2029
PR
Payden & Rygel
California
$33K -$17K 2 0.01% Reduced
2030
OCM
Orrell Capital Management
California
$31K +$34.8K 1 0.05% New
2031
SAM
Shamrock Asset Management
Texas
$31K $0 3 0.01% Maintained
2032
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK)
United Kingdom
$29K -$39.3K 1 0% Reduced
2033
QI
Qualcomm Inc
California
$28K $0 2 0% Maintained
2034
BWFA
Baltimore-Washington Financial Advisors
Maryland
$26K -$41.2K 3 0.01% Reduced
2035
UFG
United Fire Group
Iowa
$25K $0 1 0.01% Maintained
2036
TIM
Tortoise Investment Management
New York
$24K -$7.12K 2 0.01% Reduced
2037
WCBA
Weaver C. Barksdale & Associates
Tennessee
$23K +$1.48K 2 0.02% Increased
2038
HF
Hoxton Financial
West Virginia
$22K +$2.75K 1 0.01% Increased
2039
CFN
Cordasco Financial Network
Florida
$18K -$26K 2 0.01% Reduced
2040
LWA
Lenox Wealth Advisors
New York
$18K +$5.95K 2 0.01% Increased
2041
WCM
Wealthcare Capital Management
Virginia
$18K +$8.38K 2 0% Increased
2042
CAW
Cornerstone Advisors (Washington)
Washington
$15K +$1.9K 7 0.01% Increased
2043
CFA
Camarda Financial Advisors
Florida
$12K -$169K 1 0.01% Reduced
2044
CP
Corbenic Partners
Pennsylvania
$12K +$12.8K 2 0.01% Increased
2045
First Eagle Investment Management
First Eagle Investment Management
New York
$12K $0 1 0% Maintained
2046
OSNBOA
Old Second National Bank of Aurora
Illinois
$12K +$1.46K 2 0.01% Increased
2047
PIM
Parasol Investment Management
Illinois
$11K +$11.7K 3 0.01% Increased
2048
RWM
Raffa Wealth Management
District of Columbia
$10.6K -$1.37K 6 0.01% Reduced
2049
SGC
South Georgia Capital
Illinois
$8K -$484K 2 0.01% Reduced
2050
Pathstone Family Office
Pathstone Family Office
New Jersey
$7K +$7.74K 1 0.02% New