← 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
Macquarie Group
Macquarie Group
Australia
$162M +$15.8M 2 0.28% Increased
27
Russell Investments Group
Russell Investments Group
United Kingdom
$153M +$3.95M 1 0.28% Increased
28
UBS Group
UBS Group
Switzerland
$141M +$697K 4 0.06% Increased
29
Nomura Holdings
Nomura Holdings
Japan
$123M +$12.4M 1 0.52% Increased
30
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$112M -$2.51M 1 0.05% Reduced
31
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$104M +$2.95M 1 0.71% Increased
32
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$101M +$5.19M 2 3.2% Increased
33
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$94.1M -$16.5M 1 0.1% Reduced
34
Two Sigma Investments
Two Sigma Investments
New York
$90.7M +$48.9M 2 0.29% Increased
35
Rockefeller Capital Management
Rockefeller Capital Management
New York
$82.6M -$30.6M 2 1.18% Reduced
36
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$78.3M +$28.8M 1 2.1% Increased
37
ORIO
Old Republic International (ORI)
Illinois
$74.2M -$5.5M 1 2% Reduced
38
Jennison Associates
Jennison Associates
New York
$73.7M -$3.89M 1 0.07% Reduced
39
JP Morgan Chase
JP Morgan Chase
New York
$72M +$23.9M 2 0.01% Increased
40
Stifel Financial
Stifel Financial
Missouri
$71.3M +$7.29M 2 0.2% Increased
41
Hamlin Capital Management
Hamlin Capital Management
New York
$68.4M -$974K 1 3.05% Reduced
42
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$68M +$34.8M 1 0.21% Increased
43
Causeway Capital Management
Causeway Capital Management
California
$66.1M +$9.4M 2 0.67% Increased
44
OppenheimerFunds
OppenheimerFunds
New York
$64.7M -$3.22M 1 0.08% Reduced
45
APG Asset Management
APG Asset Management
Netherlands
$63.9M +$8.36M 1 0.12% Increased
46
KBG
Kahn Brothers Group
New York
$59.9M -$2.03M 1 9.37% Reduced
47
Millennium Management
Millennium Management
New York
$59.4M -$3.72M 2 0.09% Reduced
48
Aperio Group
Aperio Group
California
$58.3M -$46.7K 2 0.25% Reduced
49
Envestnet Asset Management
Envestnet Asset Management
Illinois
$57.7M +$8.1M 2 0.08% Increased
50
US Bancorp
US Bancorp
Minnesota
$52.5M -$594K 2 0.15% Reduced