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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
2101
CMO
Covenant Multifamily Offices
Texas
$223K +$223K 1 0.14% New
2102
BFPW
BOK Financial Private Wealth
Colorado
$222K +$214K 1 0.03% New
2103
CHP
Cable Hill Partners
Oregon
$221K -$21.5K 7 0.1% Reduced
2104
FTI
Fiduciary Trust International
Massachusetts
$218K +$201K 1 0.07% New
2105
PFA
Pinnacle Family Advisors
Missouri
$218K +$201K 1 0.13% New
2106
AIIMS
Analyst IMS Investment Management Services
Israel
$216K $0 1 0.09% Maintained
2107
PGIM
Pacific Global Investment Management
California
$215K -$5.91K 1 0.04% Reduced
2108
RGIA
Rainier Group Investment Advisory
Washington
$214K +$201K 1 0.1% New
2109
BAM
Barrett Asset Management
New York
$213K +$6.48K 2 0.02% Increased
2110
CAM
Covenant Asset Management
New Jersey
$213K +$216K 1 0.14% New
2111
BC
Birchview Capital
Vermont
$212K $0 1 0.13% Maintained
2112
GCMG
Gyroscope Capital Management Group
Florida
$212K +$211K 1 0.14% New
2113
KFA
Kays Financial Advisory
Georgia
$212K +$215K 1 0.08% New
2114
RCM
Radnor Capital Management
Pennsylvania
$212K +$199K 1 0.07% New
2115
Everett Harris & Co
Everett Harris & Co
California
$211K $0 1 0.01% Maintained
2116
TNAM
Terra Nova Asset Management
New York
$211K -$75.3K 1 0.42% Reduced
2117
Waverly Advisors
Waverly Advisors
Alabama
$211K -$7.1K 1 0.08% Reduced
2118
WCM
Weatherstone Capital Management
Colorado
$211K +$204K 1 0.14% New
2119
WFG
Windsor Financial Group
Minnesota
$211K $0 1 0.1% Maintained
2120
AWA
Arete Wealth Advisors
Illinois
$209K +$2K 1 0.1% Increased
2121
BOS
Bank of Stockton
California
$209K +$196K 1 0.1% New
2122
Homrich & Berg
Homrich & Berg
Georgia
$209K -$295K 1 0.02% Reduced
2123
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$209K -$73.5K 4 0.03% Reduced
2124
VF
Virtu Financial
New York
$209K -$64.5K 1 0.02% Reduced
2125
DF Dent & Co
DF Dent & Co
Maryland
$208K -$3.55K 1 0.01% Reduced