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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
51
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$67.8M -$137K 1 0.05% Reduced
52
Two Sigma Investments
Two Sigma Investments
New York
$62.7M -$9.59M 2 0.34% Reduced
53
HCM
Hawkeye Capital Management
Florida
$55.8M $0 1 15.63% Maintained
54
US Bancorp
US Bancorp
Minnesota
$55.5M -$947K 2 0.23% Reduced
55
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$54.1M +$6.66M 2 0.13% Increased
56
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$52.2M +$409K 2 0.55% Increased
57
Fisher Asset Management
Fisher Asset Management
Washington
$51M -$20M 2 0.12% Reduced
58
Raymond James & Associates
Raymond James & Associates
Florida
$47.1M +$2.23M 2 0.32% Increased
59
AGA
Altrinsic Global Advisors
Connecticut
$44.4M -$11.7M 1 0.76% Reduced
60
BlackRock Investment Management
BlackRock Investment Management
Delaware
$44.1M +$34.3M 1 0.06% Increased
61
Deutsche Bank
Deutsche Bank
Germany
$43.7M +$1.4M 2 0.03% Increased
62
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$42.4M +$6.6M 1 0.84% Increased
63
SCM
Snow Capital Management
Pennsylvania
$42M +$1.82M 1 1.65% Increased
64
KBG
Kahn Brothers Group
New York
$41.4M +$16.3M 1 5.9% Increased
65
Millennium Management
Millennium Management
New York
$41.3M +$37.4M 2 0.12% Increased
66
Capital International Investors
Capital International Investors
California
$39.6M $0 1 0.11% Maintained
67
Aperio Group
Aperio Group
California
$39.1M +$38.9M 2 0.55% New
68
Calamos Advisors
Calamos Advisors
Illinois
$38.5M $0 1 0.25% Maintained
69
PHAM
Pacific Heights Asset Management
California
$38.5M -$19.3M 1 1.32% Reduced
70
Stifel Financial
Stifel Financial
Missouri
$37.6M +$37.6M 2 0.36% New
71
Davenport & Co
Davenport & Co
Virginia
$37.4M +$1.47M 1 0.68% Increased
72
ARGA Investment Management
ARGA Investment Management
Connecticut
$35.5M -$39 1 10.71% Reduced
73
RO
Reservoir Operations
New York
$35M $0 1 13.51% Maintained
74
Private Management Group
Private Management Group
California
$34.3M +$6.08M 1 2.28% Increased
75
USAA
United Services Automobile Association
Texas
$33.9M -$959K 2 0.13% Reduced