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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
CB
Community Bank
New York
$232K +$93.4K 3 0.06% Increased
2027
MBTD
Mechanics Bank - Trust Department
California
$232K -$27.1K 1 0.09% Reduced
2028
CC
Capital Counsel
New York
$231K $0 1 0.01% Maintained
2029
FIM
Friedberg Investment Management
Texas
$230K -$189K 1 0.11% Reduced
2030
SC
Schulhoff & Co
Ohio
$228K $0 1 0.15% Maintained
2031
TF
Tompkins Financial
New York
$227K -$101K 7 0.07% Reduced
2032
SFG
StrategIQ Financial Group
Indiana
$226K +$244K 1 0.23% New
2033
BWA
Burt Wealth Advisors
Maryland
$225K +$44.2K 6 0.18% Increased
2034
Mission Wealth Management
Mission Wealth Management
California
$224K +$242K 1 0.06% New
2035
CCM
Chickasaw Capital Management
Tennessee
$223K $0 1 0.01% Maintained
2036
IIC
Integrated Investment Consultants
Michigan
$223K +$266K 1 0.18% New
2037
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$221K +$227K 1 0.26% New
2038
NPA
Nichols & Pratt Advisers
Massachusetts
$220K $0 1 0.02% Maintained
2039
EM
Excalibur Management
Massachusetts
$219K +$14.5K 1 0.2% Increased
2040
Greenleaf Trust
Greenleaf Trust
Michigan
$219K -$174K 1 0.01% Reduced
2041
OAM
Origin Asset Management
United Kingdom
$219K -$3.99M 1 0.02% Reduced
2042
AWA
ARS Wealth Advisors
Florida
$218K -$83.9K 1 0.11% Reduced
2043
MCA
Mercer Capital Advisers
New Jersey
$216K +$44.2K 5 0.19% Increased
2044
TPWA
TRUE Private Wealth Advisors
Oregon
$215K +$233K 1 0.09% New
2045
FMA
FNY Managed Accounts
New York
$215K -$1.48M 3 1.06% Reduced
2046
Needham Investment Management
Needham Investment Management
New York
$214K $0 1 0.05% Maintained
2047
ORI
Oak Ridge Investments
Illinois
$214K +$218K 1 0.01% New
2048
SFSIG
San Francisco Sentry Investment Group
California
$213K +$208K 1 0.13% New
2049
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$212K +$264K 1 0.02% New
2050
MCM
Matarin Capital Management
New York
$212K +$229K 1 0.03% New