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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
2076
NorthRock Partners
NorthRock Partners
Minnesota
$228K +$202K 1 0.11% New
2077
FIM
Fernwood Investment Management
Massachusetts
$225K $0 1 0.18% Maintained
2078
LC
Lourd Capital
California
$225K +$199K 1 0.02% New
2079
NFG
Nadler Financial Group
Illinois
$225K -$31.7K 1 0.11% Reduced
2080
LOCB
Lombard Odier & Cie (Bahamas)
Bahamas
$224K $0 2 0.08% Maintained
2081
KP
Keel Point
Alabama
$223K +$12.7K 1 0.11% Increased
2082
MBT
Montecito Bank & Trust
California
$223K $0 1 0.11% Maintained
2083
JMFC
J.M. Forbes & Co
Massachusetts
$222K +$1.86K 1 0.06% Increased
2084
FWM
Focused Wealth Management
New York
$220K -$80.9K 9 0.14% Reduced
2085
RC
Reik & Co
New York
$218K $0 1 0.07% Maintained
2086
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$217K +$225K 1 0.04% New
2087
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$216K -$3.15K 1 0.02% Reduced
2088
Saturna Capital
Saturna Capital
Washington
$216K -$546K 3 0.01% Reduced
2089
CCA
Cobblestone Capital Advisors
New York
$215K -$15.9K 1 0.03% Reduced
2090
RPGK
Retirement Planning Group (Kansas)
Kansas
$212K -$43.1K 1 0.09% Reduced
2091
OMC
Overbrook Management Corp
New York
$211K -$3.12K 1 0.03% Reduced
2092
11A
10-15 Associates
New York
$209K +$822 1 0.06% Increased
2093
Mission Wealth Management
Mission Wealth Management
California
$209K +$222K 1 0.07% New
2094
MPIA
Mountain Pacific Investment Advisers
Idaho
$209K -$3.05K 1 0.02% Reduced
2095
ORI
Oak Ridge Investments
Illinois
$209K +$678 1 0% Increased
2096
SCM
Salem Capital Management
Massachusetts
$208K -$52.1K 1 0.11% Reduced
2097
DSN
D. Scott Neal
Kentucky
$207K +$183K 1 0.14% New
2098
Ballentine Partners
Ballentine Partners
Massachusetts
$204K +$59.8K 1 0.02% Increased
2099
MAA
Mraz Amerine & Associates
California
$204K -$2.98K 1 0.08% Reduced
2100
PI
Pettee Investors
Connecticut
$203K $0 1 0.2% Maintained