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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
GW&K Investment Management
GW&K Investment Management
Massachusetts
$37.4M +$619K 1 0.73% Increased
52
US Bancorp
US Bancorp
Minnesota
$36.6M -$2.59M 2 0.13% Reduced
53
Aperio Group
Aperio Group
California
$35.7M -$5.71M 2 0.27% Reduced
54
Citigroup
Citigroup
New York
$34.7M +$11.8M 2 0.03% Increased
55
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$30.9M +$11.5M 1 0.22% Increased
56
HCM
Huber Capital Management
California
$30.3M -$274K 1 1.16% Reduced
57
Bank of New York Mellon
Bank of New York Mellon
New York
$30.1M -$814K 2 0.01% Reduced
58
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$29.9M +$1.7M 1 0.02% Increased
59
ACM
Aviance Capital Management
Florida
$29.9M -$23M 1 1.58% Reduced
60
Point72 Asset Management
Point72 Asset Management
Connecticut
$29.9M +$21.6M 1 0.21% Increased
61
Deutsche Bank
Deutsche Bank
Germany
$29.8M -$31.1M 2 0.02% Reduced
62
NFA
Nationwide Fund Advisors
Ohio
$29.7M -$101K 1 0.12% Reduced
63
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$28.8M -$463K 1 2.32% Reduced
64
Natixis Advisors
Natixis Advisors
Massachusetts
$28.1M -$479K 2 0.34% Reduced
65
Folketrygdfondet
Folketrygdfondet
Norway
$27M +$24.7M 1 0.78% Increased
66
AGA
Altrinsic Global Advisors
Connecticut
$26.7M -$4.6M 1 0.99% Reduced
67
SM
Seminole Management
New York
$26.3M +$4.25M 1 5.1% Increased
68
Stifel Financial
Stifel Financial
Missouri
$26.1M +$558K 2 0.11% Increased
69
WIC
Willis Investment Counsel
Georgia
$25.4M +$110K 2 1.9% Increased
70
Teachers Advisors
Teachers Advisors
New York
$24.7M +$670K 1 0.04% Increased
71
Causeway Capital Management
Causeway Capital Management
California
$24.1M +$17M 1 0.42% Increased
72
Two Sigma Advisers
Two Sigma Advisers
New York
$23M +$9.38M 2 0.09% Increased
73
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$22.5M -$385K 1 0.31% Reduced
74
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$22.5M +$1.64M 2 0.19% Increased
75
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$22.3M -$381K 1 0.03% Reduced