← 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
UBS Group
UBS Group
Switzerland
$131M -$914K 5 0.05% Reduced
27
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$105M +$9.63M 1 0.78% Increased
28
Lazard Asset Management
Lazard Asset Management
New York
$105M +$95.8M 1 0.17% Increased
29
Russell Investments Group
Russell Investments Group
United Kingdom
$99.5M -$21.3M 1 0.19% Reduced
30
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$95.8M -$3.17M 1 0.04% Reduced
31
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$95.7M -$832K 2 3.09% Reduced
32
Millennium Management
Millennium Management
New York
$92M +$43.3M 2 0.15% Increased
33
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$80.7M -$1.37M 1 1.96% Reduced
34
Nomura Holdings
Nomura Holdings
Japan
$79.9M -$8.59M 1 0.3% Reduced
35
Ceredex Value Advisors
Ceredex Value Advisors
Florida
$79.6M +$8.83M 1 0.94% Increased
36
Capital Research Global Investors
Capital Research Global Investors
California
$69.6M -$1.18M 1 0.02% Reduced
37
Rockefeller Capital Management
Rockefeller Capital Management
New York
$69.3M +$97.3K 2 0.94% Increased
38
Stifel Financial
Stifel Financial
Missouri
$68.9M -$7.94M 2 0.18% Reduced
39
Nuveen
Nuveen
North Carolina
$67.2M +$17.8M 2 0.03% Increased
40
Causeway Capital Management
Causeway Capital Management
California
$65.3M -$211K 2 0.78% Reduced
41
KBG
Kahn Brothers Group
New York
$63.7M -$1.02M 1 7.98% Reduced
42
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$61.2M -$3.52M 1 0.19% Reduced
43
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$60.3M -$1.01M 1 0.07% Reduced
44
Envestnet Asset Management
Envestnet Asset Management
Illinois
$59.5M +$4.84M 2 0.07% Increased
45
D.E. Shaw & Co
D.E. Shaw & Co
New York
$59M +$58.3M 2 0.07% Increased
46
ORIO
Old Republic International (ORI)
Illinois
$54.6M -$10.9M 1 1.46% Reduced
47
Folketrygdfondet
Folketrygdfondet
Norway
$54.4M $0 1 1.89% Maintained
48
Jennison Associates
Jennison Associates
New York
$53.9M -$5.94M 1 0.06% Reduced
49
JP Morgan Chase
JP Morgan Chase
New York
$53.7M +$3.82M 2 0.01% Increased
50
Aperio Group
Aperio Group
California
$52.7M -$3.99M 2 0.21% Reduced