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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	Invesco Atlanta, Georgia	$144M	+$40.9M	8	0.03%	Increased
27	Geode Capital Management Boston, Massachusetts	$144M	+$6.62M	13	0.01%	Increased
28	Brandywine Global Investment Management Philadelphia, Pennsylvania	$142M	-$7.97M	2	1.03%	Reduced
29	Wells Fargo San Francisco, California	$141M	+$4.71M	11	0.03%	Increased
30	Nuveen Charlotte, North Carolina	$138M	+$22.3M	4	0.04%	Increased
31	AGA Altrinsic Global Advisors Stamford, Connecticut	$135M	-$8M	1	6.1%	Reduced
32	Lazard Asset Management New York	$134M	-$1.66M	3	0.16%	Reduced
33	Capital International Investors Los Angeles, California	$131M	+$6.5M	1	0.03%	Increased
34	Royal Bank of Canada Toronto, Ontario, Canada	$130M	-$9.9M	11	0.03%	Reduced
35	JP Morgan Chase New York	$129M	+$27M	8	0.01%	Increased
36	Wellington Management Group Boston, Massachusetts	$127M	-$272M	1	0.02%	Reduced
37	Russell Investments Group London, United Kingdom	$121M	-$3.09M	5	0.19%	Reduced
38	LMR Partners London, United Kingdom	$121M	+$31.2M	1	1.23%	Increased
39	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$116M	-$27.6M	1	2.83%	Reduced
40	Ameriprise Minneapolis, Minnesota	$115M	+$40.7M	4	0.03%	Increased
41	Corient Private Wealth Miami, Florida	$112M	+$1.31M	3	0.2%	Increased
42	Artisan Partners Milwaukee, Wisconsin	$107M	-$7.49M	1	0.16%	Reduced
43	Raymond James & Associates St Petersburg, Florida	$99.3M	-$5.72M	6	0.07%	Reduced
44	Envestnet Asset Management Chicago, Illinois	$95.2M	+$2.98M	3	0.04%	Increased
45	Citigroup New York	$88.9M	+$28.6M	8	0.06%	Increased
46	Bank of New York Mellon New York	$88.4M	-$2.01M	5	0.02%	Reduced
47	River Road Asset Management Louisville, Kentucky	$87.1M	-$41.5M	1	1.18%	Reduced
48	Thompson Siegel & Walmsley Richmond, Virginia	$86.2M	-$9.22M	1	1.33%	Reduced
49	Laurion Capital Management New York	$78.5M	+$2.91M	1	0.67%	Increased
50	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$78.1M	-$937K	4	0.07%	Reduced