← 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
Russell Investments Group
Russell Investments Group
United Kingdom
$130M -$15.9M 1 0.24% Reduced
27
Jane Street
Jane Street
New York
$107M +$60.1M 2 0.19% Increased
28
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$107M -$550K 1 0.04% Reduced
29
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$103M +$3.99M 1 0.74% Increased
30
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$101M $0 2 3.24% Maintained
31
Nomura Holdings
Nomura Holdings
Japan
$96.7M -$21.5M 1 0.43% Reduced
32
Two Sigma Investments
Two Sigma Investments
New York
$95.2M +$6.23M 2 0.32% Increased
33
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$88.6M +$14.3M 1 2.4% Increased
34
Stifel Financial
Stifel Financial
Missouri
$80.5M +$7.98M 2 0.21% Increased
35
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$76.5M +$78.2M 1 0.93% New
36
Capital Research Global Investors
Capital Research Global Investors
California
$76.4M +$28M 1 0.02% Increased
37
Deutsche Bank
Deutsche Bank
Germany
$75.4M +$33.9M 5 0.04% Increased
38
Rockefeller Capital Management
Rockefeller Capital Management
New York
$74.6M -$4.33M 2 1.04% Reduced
39
ORIO
Old Republic International (ORI)
Illinois
$70.7M $0 1 1.83% Maintained
40
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$69.9M +$5.12M 1 0.21% Increased
41
KBG
Kahn Brothers Group
New York
$69.8M +$12.9M 1 8.73% Increased
42
Causeway Capital Management
Causeway Capital Management
California
$68.3M +$1.37M 2 0.75% Increased
43
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65.7M -$24.6M 1 0.08% Reduced
44
Jennison Associates
Jennison Associates
New York
$64.6M -$5.81M 1 0.06% Reduced
45
Aperio Group
Aperio Group
California
$60.1M +$2.75M 2 0.25% Increased
46
Envestnet Asset Management
Envestnet Asset Management
Illinois
$58.5M +$2.86M 2 0.07% Increased
47
Folketrygdfondet
Folketrygdfondet
Norway
$55.4M +$1.64M 1 1.92% Increased
48
Bank of Montreal
Bank of Montreal
Ontario, Canada
$54M +$13.5M 3 0.05% Increased
49
JP Morgan Chase
JP Morgan Chase
New York
$53.7M -$17.1M 2 0.01% Reduced
50
Nuveen
Nuveen
North Carolina
$53.5M +$54.7M 2 0.02% New