← 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
River Road Asset Management
River Road Asset Management
Kentucky
$129M +$20.9M 1 1.64% Increased
27
Geode Capital Management
Geode Capital Management
Massachusetts
$115M -$2.61M 10 0.01% Reduced
28
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$111M +$10M 11 0.02% Increased
29
Citigroup
Citigroup
New York
$109M +$30.6M 6 0.05% Increased
30
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$106M -$4.02M 3 0.14% Reduced
31
Capital International Investors
Capital International Investors
California
$104M -$13.9M 1 0.02% Reduced
32
LMR Partners
LMR Partners
United Kingdom
$102M -$11.4M 2 0.73% Reduced
33
Raymond James Financial
Raymond James Financial
Florida
$101M +$2.67M 10 0.03% Increased
34
Millennium Management
Millennium Management
New York
$98.4M +$11.5M 5 0.05% Increased
35
TCAM
Turtle Creek Asset Management
Ontario, Canada
$93.2M -$10.1M 1 2.71% Reduced
36
Corient Private Wealth
Corient Private Wealth
Florida
$92.9M +$1.9M 3 0.12% Increased
37
Marshall Wace
Marshall Wace
United Kingdom
$92.5M +$43.2M 4 0.1% Increased
38
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$88.7M -$202K 2 0.62% Reduced
39
Woodline Partners
Woodline Partners
California
$88.5M +$17.6M 1 0.47% Increased
40
JP Morgan Chase
JP Morgan Chase
New York
$86.6M -$24.2M 9 0.01% Reduced
41
Artisan Partners
Artisan Partners
Wisconsin
$82.8M -$264K 1 0.12% Reduced
42
Russell Investments Group
Russell Investments Group
United Kingdom
$79.6M -$7.43M 4 0.1% Reduced
43
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$79.5M -$160M 2 0.06% Reduced
44
Wells Fargo
Wells Fargo
California
$76M +$1.27M 8 0.02% Increased
45
ClearBridge Investments
ClearBridge Investments
New York
$71.9M -$3.23M 1 0.06% Reduced
46
Janus Henderson Group
Janus Henderson Group
$69.4M +$12.2M 1 0.03% Increased
47
Ruffer LLP
Ruffer LLP
United Kingdom
$68.7M -$4.24M 1 3.04% Reduced
48
Bank of New York Mellon
Bank of New York Mellon
New York
$68.5M -$68.9M 5 0.01% Reduced
49
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$68M -$502K 1 1.13% Reduced
50
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$68M -$33.2M 1 0.04% Reduced