← 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
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$173M -$4.68M 1 0.8% Reduced
27
SSM
Sound Shore Management
Connecticut
$172M +$2.15M 1 2.79% Increased
28
UBS
UBS
Switzerland
$168M +$23.8M 3 0.13% Increased
29
OppenheimerFunds
OppenheimerFunds
New York
$159M -$22.7M 1 0.18% Reduced
30
Victory Capital Management
Victory Capital Management
Texas
$157M +$64.7M 1 1.07% Increased
31
Brandes Investment Partners
Brandes Investment Partners
California
$155M -$4.59M 1 1.87% Reduced
32
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$145M -$3.7M 2 0.19% Reduced
33
JP Morgan Chase
JP Morgan Chase
New York
$145M -$24.2M 2 0.04% Reduced
34
Russell Frank Company
Russell Frank Company
Washington
$137M -$2.09M 2 0.24% Reduced
35
Neuberger Berman Group
Neuberger Berman Group
New York
$129M +$2.76M 2 0.13% Increased
36
Bank of New York Mellon
Bank of New York Mellon
New York
$124M -$11M 2 0.03% Reduced
37
Credit Suisse
Credit Suisse
Switzerland
$119M +$2.35M 2 0.1% Increased
38
Two Sigma Investments
Two Sigma Investments
New York
$117M +$47.3M 2 0.53% Increased
39
MP
MSD Partners
New York
$113M $0 1 2.97% Maintained
40
Renaissance Technologies
Renaissance Technologies
New York
$109M +$78.3M 2 0.25% Increased
41
HCM
Highfields Capital Management
Massachusetts
$103M -$157M 1 0.76% Reduced
42
BlackRock Advisors
BlackRock Advisors
Delaware
$93.6M -$32.9M 1 0.09% Reduced
43
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$91M +$670K 2 0.06% Increased
44
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$87.4M -$43.7M 2 0.04% Reduced
45
SCM
Snow Capital Management
Pennsylvania
$85M +$37.2M 1 2.95% Increased
46
Gabelli Funds
Gabelli Funds
New York
$78.8M -$847K 2 0.39% Reduced
47
GC
Greenlight Capital
New York
$78.1M $0 1 1.09% Maintained
48
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$72.3M +$3.7M 2 1.02% Increased
49
Jane Street
Jane Street
New York
$71M +$66M 1 0.9% Increased
50
SCCM
Schafer Cullen Capital Management
New York
$63M -$12.6M 2 0.58% Reduced