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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	Pzena Investment Management New York	$132M	-$74.5M	1	0.77%	Reduced
27	Russell Investments Group London, United Kingdom	$127M	-$11.6M	1	0.28%	Reduced
28	UBS Group Zurich, Switzerland	$123M	+$10.7M	3	0.06%	Increased
29	Massachusetts Financial Services Boston, Massachusetts	$98.4M	+$35.2M	1	0.05%	Increased
30	Rockefeller Capital Management New York	$98.1M	+$8.6M	2	1.72%	Increased
31	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$95.2M	-$1.82M	1	0.12%	Reduced
32	Nomura Holdings Tokyo, Japan	$93.7M	+$102M	1	0.35%	New
33	Mondrian Investment Partners London, United Kingdom	$88.3M	-$5.7M	2	3.24%	Reduced
34	Arrowstreet Capital Boston, Massachusetts	$87.9M	-$563M	2	0.23%	Reduced
35	Orbis Allan Gray Hamilton, Bermuda	$86.5M	+$1.56M	1	0.62%	Increased
36	PNC Financial Services Group Pittsburgh, Pennsylvania	$83.8M	-$3.06M	2	0.09%	Reduced
37	Jane Street New York	$71.4M	+$60.7M	2	0.15%	Increased
38	Hamlin Capital Management New York	$69.8M	+$66.3K	1	3.25%	Increased
39	ORIO Old Republic International (ORI) Chicago, Illinois	$68.3M	-$1.12M	1	2.04%	Reduced
40	Lazard Asset Management New York	$66.7M	-$9.53M	3	0.12%	Reduced
41	Jennison Associates New York	$66.5M	+$3.64M	1	0.07%	Increased
42	Stifel Financial St. Louis, Missouri	$60.4M	+$1.13M	2	0.2%	Increased
43	Point72 Asset Management Stamford, Connecticut	$59.9M	+$53.1M	1	0.29%	Increased
44	OppenheimerFunds New York	$58.2M	-$216K	1	0.08%	Reduced
45	Millennium Management New York	$56M	-$41.2M	1	0.09%	Reduced
46	KBG Kahn Brothers Group New York	$53.1M	-$1.04M	1	9.57%	Reduced
47	Causeway Capital Management Los Angeles, California	$52.9M	-$5.38M	2	0.63%	Reduced
48	Aperio Group Sausalito, California	$52.4M	+$233K	2	0.26%	Increased
49	Folketrygdfondet Oslo Norway, Norway	$51M	$0	1	1.7%	Maintained
50	SCCM Schafer Cullen Capital Management New York	$50.2M	-$13.9M	1	0.77%	Reduced