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EV Charging Infrastructure

Charging networks are the refuelling system for electric vehicles, split between fast chargers on main routes and slow chargers where cars already sit. Utilisation, not the number of plugs installed, decides whether an operator makes money.

21 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
26	Sanders Capital West Palm Beach, Florida	$152M	-$30.1M	1	2.09%	Reduced
27	Veritas Asset Management London, United Kingdom	$147M	$0	1	3.47%	Maintained
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$139M	+$13.7M	2	0.1%	Increased
29	Mackenzie Financial Toronto Ontario, Ontario, Canada	$139M	+$218K	1	0.7%	Increased
30	Brandes Investment Partners La Jolla, California	$137M	+$10.4M	1	1.77%	Increased
31	SSM Sound Shore Management Greenwich, Connecticut	$133M	-$1.67M	1	2.48%	Reduced
32	Scout Investments Kansas City, Missouri	$132M	+$34.2K	1	0.92%	Increased
33	PNC Financial Services Group Pittsburgh, Pennsylvania	$131M	-$154K	2	0.19%	Reduced
34	JP Morgan Chase New York	$128M	+$16.2M	2	0.04%	Increased
35	AGA Altrinsic Global Advisors Stamford, Connecticut	$125M	-$744K	1	2.14%	Reduced
36	ING Group Amsterdam, Netherlands	$122M	+$71.2M	2	0.62%	Increased
37	Susquehanna International Group Bala Cynwyd, Pennsylvania	$117M	+$7.26M	1	0.06%	Increased
38	Managed Account Advisors Jersey City, New Jersey	$110M	-$21.7M	2	0.16%	Reduced
39	Two Sigma Investments New York	$107M	+$20.9M	2	0.68%	Increased
40	UBS Zurich, Switzerland	$106M	+$9.49M	2	0.11%	Increased
41	Victory Capital Management San Antonio, Texas	$103M	+$103M	1	0.74%	New
42	BlackRock Advisors Wilmington, Delaware	$96.2M	+$144K	1	0.1%	Increased
43	Gabelli Funds Rye, New York	$95.4M	-$278K	2	0.54%	Reduced
44	Russell Frank Company Seattle, Washington	$92.1M	+$6.76M	2	0.16%	Increased
45	MP MSD Partners New York	$90.3M	+$44.3M	1	3.4%	Increased
46	Neuberger Berman Group New York	$88.4M	+$7.59M	2	0.1%	Increased
47	WCMNY Westchester Capital Management (New York) Valhalla, New York	$87.9M	+$26.7K	1	1.58%	Increased
48	Northern Trust Chicago, Illinois	$85.1M	+$1.59M	2	0.03%	Increased
49	SCCM Schafer Cullen Capital Management New York	$80.7M	+$8.7M	1	0.89%	Increased
50	Nikko Asset Management Americas New York	$76.7M	-$7.35M	1	2.58%	Reduced