← 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
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$66.9M +$97K 1 0.5% Increased
27
Federated Hermes
Federated Hermes
Pennsylvania
$65.1M -$51.8M 1 0.16% Reduced
28
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$64.7M +$16.2M 1 0.25% Increased
29
ValueAct Holdings
ValueAct Holdings
California
$60M -$4.8M 1 0.69% Reduced
30
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$58.9M +$804K 1 0.02% Increased
31
Natixis Advisors
Natixis Advisors
Massachusetts
$54.1M +$9.41M 2 0.36% Increased
32
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$53M -$3.5M 2 0.07% Reduced
33
SCCM
Schafer Cullen Capital Management
New York
$49.7M +$938K 1 0.77% Increased
34
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48.5M -$3.12M 1 0.05% Reduced
35
First Trust Advisors
First Trust Advisors
Illinois
$47.6M -$3.08M 1 0.08% Reduced
36
Capital World Investors
Capital World Investors
California
$47M +$48.4M 1 0.01% New
37
AGA
Altrinsic Global Advisors
Connecticut
$45.6M +$3.83M 1 1.99% Increased
38
Causeway Capital Management
Causeway Capital Management
California
$45.1M +$2.43M 2 0.81% Increased
39
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$44.8M -$56.8K 1 0.13% Reduced
40
KBG
Kahn Brothers Group
New York
$44.5M +$6.72M 1 7.52% Increased
41
Stifel Financial
Stifel Financial
Missouri
$41M -$3.38M 2 0.09% Reduced
42
ORIO
Old Republic International (ORI)
Illinois
$39.7M $0 1 1.12% Maintained
43
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$38.4M +$3.07M 2 0.01% Increased
44
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$34.9M -$15.4M 1 0.36% Reduced
45
Envestnet Asset Management
Envestnet Asset Management
Illinois
$34.8M -$6.03M 2 0.03% Reduced
46
US Bancorp
US Bancorp
Minnesota
$32.3M +$511K 2 0.08% Increased
47
Aperio Group
Aperio Group
California
$32M +$1.23M 2 0.12% Increased
48
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$31.8M -$3.1M 2 0.64% Reduced
49
Citigroup
Citigroup
New York
$31.6M -$5.52M 3 0.02% Reduced
50
Geode Capital Management
Geode Capital Management
Massachusetts
$31.5M +$13.1M 3 0.01% Increased