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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
2051
HFM
Hartford Financial Management
Connecticut
$259K +$272K 4 0.15% New
2052
PAG
Pinnacle Advisory Group
Maryland
$259K -$227K 1 0.03% Reduced
2053
LIA
LBMC Investment Advisors
Tennessee
$257K +$2.5K 1 0.05% Increased
2054
EM
Excalibur Management
Massachusetts
$255K +$79.9K 1 0.24% Increased
2055
IMS
Index Management Solutions
Pennsylvania
$255K +$64.7K 9 0.24% Increased
2056
HA
Halsey Associates
Connecticut
$253K $0 1 0.06% Maintained
2057
TNB
Thomasville National Bank
Georgia
$252K -$107K 1 0.09% Reduced
2058
VST
Van Strum & Towne
California
$252K -$3.71K 1 0.16% Reduced
2059
UFF
USA Financial Formulas
Michigan
$250K +$44.6K 1 0.08% Increased
2060
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$249K +$268K 1 0.03% New
2061
LBH
Lehman Brothers Holdings
New York
$249K $0 1 21.05% Maintained
2062
QIM
Quantitative Investment Management
Virginia
$247K -$19.1M 1 0.04% Reduced
2063
WA
Wealth Architects
California
$247K +$218K 1 0.13% New
2064
CCM
CrestPoint Capital Management
Missouri
$243K -$7.06K 1 0.13% Reduced
2065
SIA
Starfire Investment Advisers
Michigan
$242K -$2.93K 1 0.16% Reduced
2066
CIP
Champlain Investment Partners
Vermont
$240K -$3.5K 1 0% Reduced
2067
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb
New York
$238K -$3.5K 1 0% Reduced
2068
IFS
Ifrah Financial Services
Arkansas
$237K -$3.1K 1 0.09% Reduced
2069
MGAM
McGowan Group Asset Management
Texas
$237K +$1.83K 1 0.05% Increased
2070
PFBT
Parkside Financial Bank & Trust
Missouri
$232K +$5.39K 1 0.12% Increased
2071
BE
Bonness Enterprises
District of Columbia
$230K -$3.36K 1 0.21% Reduced
2072
Bradley Foster & Sargent
Bradley Foster & Sargent
Connecticut
$230K $0 1 0.01% Maintained
2073
VAM
Verity Asset Management
North Carolina
$230K +$240K 1 0.21% New
2074
Destination Wealth Management
Destination Wealth Management
California
$229K +$202K 1 0.02% New
2075
PTB
Pioneer Trust Bank
Oregon
$229K -$9.38K 1 0.15% Reduced