← All themes Electric Vehicles

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
Veritas Asset Management
Veritas Asset Management
United Kingdom
$168M $0 1 2.98% Maintained
27
OppenheimerFunds
OppenheimerFunds
New York
$167M -$4.11M 2 0.2% Reduced
28
JP Morgan Chase
JP Morgan Chase
New York
$165M +$11.5M 2 0.05% Increased
29
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$162M +$2.38M 1 0.79% Increased
30
SSM
Sound Shore Management
Connecticut
$155M +$5.21M 1 2.67% Increased
31
Baupost Group
Baupost Group
Massachusetts
$152M -$121M 1 3.68% Reduced
32
Ameriprise
Ameriprise
Minnesota
$147M +$79.8M 2 0.09% Increased
33
Brandes Investment Partners
Brandes Investment Partners
California
$146M -$12.4M 1 1.84% Reduced
34
Russell Frank Company
Russell Frank Company
Washington
$141M +$8.7M 2 0.25% Increased
35
Neuberger Berman Group
Neuberger Berman Group
New York
$140M +$35.1M 2 0.14% Increased
36
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$138M -$4.76M 2 0.18% Reduced
37
UBS
UBS
Switzerland
$135M +$7.15M 3 0.12% Increased
38
Credit Suisse
Credit Suisse
Switzerland
$124M +$7.77M 2 0.12% Increased
39
Bank of New York Mellon
Bank of New York Mellon
New York
$124M +$69.1M 2 0.03% Increased
40
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$122M +$36.4M 2 0.06% Increased
41
BlackRock Advisors
BlackRock Advisors
Delaware
$117M -$41M 1 0.11% Reduced
42
MP
MSD Partners
New York
$103M $0 1 3.92% Maintained
43
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$87.1M +$5.69M 2 0.06% Increased
44
SCCM
Schafer Cullen Capital Management
New York
$83.9M -$13.4M 2 0.81% Reduced
45
Victory Capital Management
Victory Capital Management
Texas
$82.3M -$28.2M 1 0.56% Reduced
46
D.E. Shaw & Co
D.E. Shaw & Co
New York
$79.4M +$60.8M 1 0.11% Increased
47
Gabelli Funds
Gabelli Funds
New York
$75.1M -$600K 2 0.39% Reduced
48
GC
Greenlight Capital
New York
$71.2M +$24.1M 1 1.07% Increased
49
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$70.1M +$374K 2 1.03% Increased
50
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$69M -$13.6M 1 3.12% Reduced