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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	Kornitzer Capital Management Shawnee Mission, Kansas	$34M	-$280K	2	0.54%	Reduced
52	SCCM Schafer Cullen Capital Management New York	$33.2M	+$2.94M	1	0.38%	Increased
53	US Bancorp Minneapolis, Minnesota	$32M	+$1.09M	2	0.13%	Increased
54	KBG Kahn Brothers Group New York	$31.4M	+$3.96M	1	5.8%	Increased
55	Renaissance Technologies New York	$31.3M	+$20.5M	2	0.07%	Increased
56	Two Sigma Investments New York	$30.2M	+$12.3M	2	0.15%	Increased
57	AGA Altrinsic Global Advisors Stamford, Connecticut	$29.5M	+$296K	1	0.68%	Increased
58	Gabelli Funds Rye, New York	$29.5M	-$7.47M	2	0.18%	Reduced
59	Bank of New York Mellon New York	$27.5M	-$15.2M	2	0.01%	Reduced
60	ACM Aviance Capital Management Sarasota, Florida	$27.5M	+$31.4M	1	0.96%	New
61	D.E. Shaw & Co New York	$26.1M	+$21.6M	1	0.04%	Increased
62	Calamos Advisors Naperville, Illinois	$24.4M	$0	1	0.17%	Maintained
63	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$24.1M	-$3.78M	1	0.05%	Reduced
64	Nikko Asset Management Americas New York	$23.4M	-$3.78M	1	2.41%	Reduced
65	O'Shaughnessy Asset Management Stamford, Connecticut	$22.3M	-$20M	2	0.46%	Reduced
66	PP PDT Partners New York	$21.5M	+$24.5M	1	0.48%	New
67	Aperio Group Sausalito, California	$21.2M	-$6.12M	2	0.22%	Reduced
68	Stifel Financial St. Louis, Missouri	$21.1M	-$703K	2	0.12%	Reduced
69	Perkins Investment Management Chicago, Illinois	$21M	+$660K	1	0.3%	Increased
70	Barclays London, United Kingdom	$20.9M	+$16.8M	2	0.03%	Increased
71	TIAA CREF Investment Management New York	$20.7M	-$5.04M	1	0.02%	Reduced
72	Baird Financial Group Milwaukee, Wisconsin	$20.5M	+$471K	2	0.22%	Increased
73	SCM SKBA Capital Management San Francisco, California	$20.5M	+$4.93M	1	1.75%	Increased
74	CAM Capstone Asset Management Houston, Texas	$20.4M	+$229K	2	0.63%	Increased
75	NFA Nationwide Fund Advisors Columbus, Ohio	$20M	-$102K	1	0.09%	Reduced