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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	Goldman Sachs New York	$136M	-$31.6M	2	0.04%	Reduced
27	Sanders Capital West Palm Beach, Florida	$132M	-$4.38M	1	1.3%	Reduced
28	UBS Group Zurich, Switzerland	$122M	+$15.1M	2	0.08%	Increased
29	Brandes Investment Partners La Jolla, California	$121M	+$9.53M	1	1.67%	Increased
30	BlackRock Advisors Wilmington, Delaware	$119M	+$39.8M	1	0.12%	Increased
31	PNC Financial Services Group Pittsburgh, Pennsylvania	$112M	-$4.63M	2	0.12%	Reduced
32	OppenheimerFunds New York	$107M	+$6.51M	1	0.12%	Increased
33	Royal Bank of Canada Toronto, Ontario, Canada	$100M	+$13.3M	2	0.07%	Increased
34	SC Sasco Capital Fairfield, Connecticut	$100M	+$83.7M	1	1.12%	New
35	Russell Frank Company Seattle, Washington	$85.2M	+$2.19M	2	0.16%	Increased
36	Folketrygdfondet Oslo Norway, Norway	$70.5M	+$16.5M	1	1.95%	Increased
37	Neuberger Berman Group New York	$69M	-$34.4M	2	0.07%	Reduced
38	Raymond James & Associates St Petersburg, Florida	$67.4M	+$3.5M	2	0.3%	Increased
39	Two Sigma Investments New York	$67M	-$35M	2	0.31%	Reduced
40	Mondrian Investment Partners London, United Kingdom	$66.2M	$0	2	1.08%	Maintained
41	JP Morgan Chase New York	$66M	-$5.55M	2	0.02%	Reduced
42	ARGA Investment Management Stamford, Connecticut	$65.3M	+$2.8M	1	18.57%	Increased
43	ORIO Old Republic International (ORI) Chicago, Illinois	$63.2M	$0	1	3.52%	Maintained
44	SCM Snow Capital Management Sewickley, Pennsylvania	$61.8M	+$2.24M	1	1.92%	Increased
45	O'Shaughnessy Asset Management Stamford, Connecticut	$58.3M	+$5.79M	2	1.13%	Increased
46	Credit Suisse Zurich, Switzerland	$58M	-$25.1M	2	0.06%	Reduced
47	Hamlin Capital Management New York	$55.2M	+$53.6M	1	2.91%	New
48	BlackRock Investment Management Wilmington, Delaware	$53.1M	+$9.45M	2	0.07%	Increased
49	Deutsche Bank Frankfurt Am Main Ge, Germany	$52.3M	+$7.99M	2	0.03%	Increased
50	Gabelli Funds Rye, New York	$50.7M	-$10.7M	2	0.26%	Reduced