← 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
Sanders Capital
Sanders Capital
Florida
$82.1M -$141M 1 0.38% Reduced
27
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$70.2M -$2.57M 2 2.46% Reduced
28
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$69.9M +$2.8M 1 0.67% Increased
29
ValueAct Holdings
ValueAct Holdings
California
$67.6M +$89.6M 1 0.97% New
30
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$60.7M -$261K 1 0.03% Reduced
31
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$56.3M -$2.4M 2 0.07% Reduced
32
Russell Investments Group
Russell Investments Group
United Kingdom
$55.8M -$11.6M 1 0.14% Reduced
33
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$53.5M +$2.39M 1 0.06% Increased
34
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$52.2M -$74.3M 1 0.62% Reduced
35
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$51.2M -$24.5M 1 0.23% Reduced
36
Citadel Advisors
Citadel Advisors
Florida
$50.2M -$20.2M 6 0.02% Reduced
37
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$46.9M -$1.65M 1 0.17% Reduced
38
AGA
Altrinsic Global Advisors
Connecticut
$43.8M +$4.29M 1 2.41% Increased
39
ORIO
Old Republic International (ORI)
Illinois
$41.5M $0 1 1.3% Maintained
40
KBG
Kahn Brothers Group
New York
$39.7M +$152K 1 7.26% Increased
41
Stifel Financial
Stifel Financial
Missouri
$39.6M -$16.3M 2 0.11% Reduced
42
Natixis Advisors
Natixis Advisors
Massachusetts
$39.6M -$4.43M 2 0.32% Reduced
43
Envestnet Asset Management
Envestnet Asset Management
Illinois
$39.2M +$285K 2 0.05% Increased
44
First Trust Advisors
First Trust Advisors
Illinois
$39.2M +$4.91M 1 0.09% Increased
45
SCCM
Schafer Cullen Capital Management
New York
$37.2M -$5.56M 1 0.62% Reduced
46
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$36.3M -$3.93M 3 0.01% Reduced
47
Citigroup
Citigroup
New York
$36.1M +$8.71M 3 0.03% Increased
48
Causeway Capital Management
Causeway Capital Management
California
$35.3M -$13.2M 2 0.56% Reduced
49
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$34.6M -$6.63M 1 0.11% Reduced
50
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$32.9M -$849K 2 0.78% Reduced