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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	LMR Partners London, United Kingdom	$128M	+$14.7M	2	1.19%	Increased
27	JP Morgan Chase New York	$120M	+$47M	11	0.01%	Increased
28	Royal Bank of Canada Toronto, Ontario, Canada	$112M	+$2.37M	9	0.02%	Increased
29	Fuller & Thaler Asset Management San Mateo, California	$111M	+$2.43M	1	0.43%	Increased
30	Raymond James Financial St Petersburg, Florida	$108M	-$682K	7	0.04%	Reduced
31	AGA Altrinsic Global Advisors Stamford, Connecticut	$105M	-$9.81M	1	5.2%	Reduced
32	Geode Capital Management Boston, Massachusetts	$104M	+$2.97M	10	0.01%	Increased
33	Mackenzie Financial Toronto Ontario, Ontario, Canada	$103M	-$37.9M	3	0.15%	Reduced
34	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$92.7M	+$9.42M	1	2.61%	Increased
35	T. Rowe Price Investment Management Baltimore, Maryland	$92.5M	+$5.23M	1	0.06%	Increased
36	Deutsche Bank Frankfurt Am Main Ge, Germany	$92.3M	+$9.88M	5	0.04%	Increased
37	Brandywine Global Investment Management Philadelphia, Pennsylvania	$88.1M	-$28.2M	2	0.64%	Reduced
38	Citigroup New York	$87.8M	+$10M	7	0.04%	Increased
39	UBS Group Zurich, Switzerland	$87.3M	-$26.2M	17	0.02%	Reduced
40	Holocene Advisors New York	$87.3M	+$83M	2	0.25%	Increased
41	ClearBridge Investments New York	$84.9M	+$78.5M	1	0.07%	Increased
42	Russell Investments Group London, United Kingdom	$84.8M	-$4.07M	5	0.12%	Reduced
43	Wells Fargo San Francisco, California	$83.1M	-$17.8M	7	0.02%	Reduced
44	Ruffer LLP London, United Kingdom	$82.4M	+$9.84M	1	3.17%	Increased
45	River Road Asset Management Louisville, Kentucky	$82.2M	-$1.02K	1	1.12%	Reduced
46	Corient Private Wealth Miami, Florida	$82M	+$1.79M	3	0.13%	Increased
47	Millennium Management New York	$79.8M	-$317M	6	0.04%	Reduced
48	Nuveen Charlotte, North Carolina	$74.1M	-$43.9M	4	0.02%	Reduced
49	Artisan Partners Milwaukee, Wisconsin	$73.9M	+$707K	1	0.12%	Increased
50	Invesco Atlanta, Georgia	$73.7M	+$5.36M	5	0.01%	Increased