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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
AGA
Altrinsic Global Advisors
Connecticut
$143M -$6.06M 1 5.11% Reduced
27
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$140M -$504K 1 0.47% Reduced
28
RB
Robert Bosch
Germany
$133M $0 1 73.12% Maintained
29
LMR Partners
LMR Partners
United Kingdom
$130M +$612K 1 0.24% Increased
30
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$125M -$175M 9 0.06% Reduced
31
River Road Asset Management
River Road Asset Management
Kentucky
$123M +$7.89M 1 1.35% Increased
32
Geode Capital Management
Geode Capital Management
Massachusetts
$115M +$2.88M 11 0.01% Increased
33
Raymond James Financial
Raymond James Financial
Florida
$114M +$5.6M 5 0.04% Increased
34
Renaissance Technologies
Renaissance Technologies
New York
$108M +$30.2M 9 0.17% Increased
35
UBS Group
UBS Group
Switzerland
$107M -$76.5M 16 0.02% Reduced
36
Voloridge Investment Management
Voloridge Investment Management
Florida
$106M +$69.1M 2 0.37% Increased
37
Merewether Investment Management
Merewether Investment Management
Texas
$104M +$106M 1 2.4% New
38
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$97.5M +$5.93M 2 0.12% Increased
39
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$96.8M +$3.86M 2 0.65% Increased
40
Citadel Advisors
Citadel Advisors
Florida
$95.4M -$154M 10 0.01% Reduced
41
Corient Private Wealth
Corient Private Wealth
Florida
$90.4M -$2.8M 3 0.12% Reduced
42
Victory Capital Management
Victory Capital Management
Texas
$87.7M +$5.82M 4 0.05% Increased
43
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$87.7M +$57.9M 2 0.09% Increased
44
Freestone Grove Partners
Freestone Grove Partners
California
$86.7M +$36.5M 2 0.63% Increased
45
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$85.2M +$40.7M 1 0.22% Increased
46
Woodline Partners
Woodline Partners
California
$84.8M +$35.9M 1 0.33% Increased
47
Invesco
Invesco
Georgia
$82.1M +$11.3M 5 0.01% Increased
48
ClearBridge Investments
ClearBridge Investments
New York
$80.3M -$2.33M 1 0.06% Reduced
49
Ruffer LLP
Ruffer LLP
United Kingdom
$77.8M -$2.07M 1 3.54% Reduced
50
YCM
Yaupon Capital Management
New York
$77.5M -$10.6M 1 2.8% Reduced