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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
Macquarie Group
Macquarie Group
Australia
$193M -$5.76M 3 0.31% Reduced
27
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$178M -$9.59M 3 0.07% Reduced
28
Boston Partners
Boston Partners
Massachusetts
$171M -$3.52M 1 0.2% Reduced
29
Russell Investments Group
Russell Investments Group
United Kingdom
$165M +$9.75M 1 0.31% Increased
30
UBS Group
UBS Group
Switzerland
$136M -$16.5M 4 0.05% Reduced
31
ARGA Investment Management
ARGA Investment Management
Connecticut
$119M -$231K 1 16.75% Reduced
32
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$116M -$20.8M 1 0.12% Reduced
33
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$114M -$585 2 3.56% Reduced
34
Millennium Management
Millennium Management
New York
$112M -$27.3M 3 0.14% Reduced
35
Rockefeller Capital Management
Rockefeller Capital Management
New York
$108M -$3.07M 2 1.64% Reduced
36
Deutsche Bank
Deutsche Bank
Germany
$107M +$583K 2 0.05% Increased
37
Two Sigma Investments
Two Sigma Investments
New York
$105M +$810K 2 0.29% Increased
38
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$104M -$1.5M 2 0.1% Reduced
39
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$102M +$11.7M 1 0.58% Increased
40
Lazard Asset Management
Lazard Asset Management
New York
$96.4M +$11.2M 3 0.16% Increased
41
Hamlin Capital Management
Hamlin Capital Management
New York
$86.7M -$2.23M 1 3.4% Reduced
42
Citadel Advisors
Citadel Advisors
Florida
$83.3M +$26M 2 0.04% Increased
43
ORIO
Old Republic International (ORI)
Illinois
$83.1M -$1.14M 1 2.41% Reduced
44
JP Morgan Chase
JP Morgan Chase
New York
$82.4M -$11M 2 0.02% Reduced
45
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$79M -$2.86M 1 0.03% Reduced
46
SCCM
Schafer Cullen Capital Management
New York
$78.6M -$7.35M 1 1.02% Reduced
47
Jennison Associates
Jennison Associates
New York
$75.6M +$10.1M 1 0.07% Increased
48
Baird Financial Group
Baird Financial Group
Wisconsin
$75.1M +$60.5M 2 0.47% Increased
49
Stifel Financial
Stifel Financial
Missouri
$72.6M +$17.3M 2 0.21% Increased
50
Causeway Capital Management
Causeway Capital Management
California
$70.7M +$225K 2 0.71% Increased