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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	VH Varley Holdings Tomago NSW, Australia	$135M	+$182M	1	100%	New
27	First Trust Advisors Wheaton, Illinois	$134M	+$15.1M	7	0.17%	Increased
28	Geode Capital Management Boston, Massachusetts	$132M	+$4.74M	13	0.02%	Increased
29	AGA Altrinsic Global Advisors Stamford, Connecticut	$127M	-$2.07M	1	5.15%	Reduced
30	Raymond James & Associates St Petersburg, Florida	$122M	+$11.3M	9	0.12%	Increased
31	D.E. Shaw & Co New York	$119M	-$13.4M	6	0.14%	Reduced
32	BEVI Braemar Energy Ventures III New York	$117M	-$2.91M	1	100%	Reduced
33	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$116M	+$52.3M	1	0.63%	Increased
34	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$107M	-$64.1K	3	0.18%	Reduced
35	Brandywine Global Investment Management Philadelphia, Pennsylvania	$105M	-$21M	2	0.92%	Reduced
36	LCMP Linse Capital Management PR San Juan, Puerto Rico	$105M	-$18.3M	1	100%	Reduced
37	Apollo Management Holdings New York	$97.8M	+$10.2M	1	0.69%	Increased
38	Natixis Advisors Boston, Massachusetts	$97.7M	+$7.7M	3	0.43%	Increased
39	Russell Investments Group London, United Kingdom	$96.5M	+$314K	3	0.2%	Increased
40	SIMS SPT Invest Management Sarl Contern, Luxembourg	$96.4M	$0	1	13.87%	Maintained
41	RH Riverstone Holdings New York	$94.8M	$0	1	3.99%	Maintained
42	Thompson Siegel & Walmsley Richmond, Virginia	$94.2M	-$22.8M	2	1.51%	Reduced
43	Susquehanna International Group Bala Cynwyd, Pennsylvania	$92.6M	+$19.2M	10	0.02%	Increased
44	Bank of New York Mellon New York	$89.2M	+$8.14M	7	0.02%	Increased
45	Point72 Asset Management Stamford, Connecticut	$85.9M	-$29.3M	3	0.36%	Reduced
46	Citadel Advisors Miami, Florida	$78.8M	+$31.2M	8	0.02%	Increased
47	JP Morgan Chase New York	$78.1M	-$27.4M	10	0.01%	Reduced
48	SSM Sound Shore Management Greenwich, Connecticut	$77.3M	-$8.62M	1	2.83%	Reduced
49	Citigroup New York	$76.3M	+$55.7M	11	0.06%	Increased
50	Ruffer LLP London, United Kingdom	$76.3M	+$23.7M	1	3%	Increased