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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	Aperio Group Sausalito, California	$40.5M	+$3.35M	2	0.25%	Increased
52	USAA United Services Automobile Association San Antonio, Texas	$40.1M	-$1.82M	1	0.12%	Reduced
53	Kornitzer Capital Management Shawnee Mission, Kansas	$37.8M	-$1.03M	2	0.66%	Reduced
54	Gabelli Funds Rye, New York	$36.4M	-$1.76M	2	0.22%	Reduced
55	US Bancorp Minneapolis, Minnesota	$35M	+$497K	2	0.12%	Increased
56	Renaissance Technologies New York	$34.3M	+$12M	3	0.04%	Increased
57	Natixis Advisors Boston, Massachusetts	$32M	+$898K	2	0.35%	Increased
58	Susquehanna International Group Bala Cynwyd, Pennsylvania	$31.4M	-$26.6M	1	0.01%	Reduced
59	Two Sigma Advisers New York	$30.9M	+$3.9M	2	0.1%	Increased
60	JP Morgan Chase New York	$30.3M	-$334K	2	0.01%	Reduced
61	Citigroup New York	$28.8M	-$13.4M	2	0.03%	Reduced
62	Nikko Asset Management Americas New York	$28.1M	-$1.51M	1	1.68%	Reduced
63	Bank of New York Mellon New York	$27.8M	-$1.15M	2	0.01%	Reduced
64	Stifel Financial St. Louis, Missouri	$27.8M	+$1.48M	2	0.1%	Increased
65	HCM Huber Capital Management El Segundo, California	$27.7M	-$2.99M	1	1.41%	Reduced
66	Point72 Asset Management Stamford, Connecticut	$26.7M	+$19.4M	2	0.15%	Increased
67	AGA Altrinsic Global Advisors Stamford, Connecticut	$23.8M	-$896K	1	0.86%	Reduced
68	First Trust Advisors Wheaton, Illinois	$22.6M	+$20M	2	0.06%	Increased
69	Raymond James Financial Services Advisors St. Petersburg, Florida	$22.3M	+$3.49M	2	0.15%	Increased
70	WIC Willis Investment Counsel Gainesville, Georgia	$22.3M	-$4.85M	2	1.68%	Reduced
71	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$20.9M	+$14.9M	1	1.77%	Increased
72	Two Sigma Investments New York	$20.8M	+$20.7M	2	0.08%	New
73	Norges Bank Oslo, Norway	$20.7M	-$350K	1	0.01%	Reduced
74	New York State Common Retirement Fund Albany, New York	$20.7M	-$350K	1	0.03%	Reduced
75	Teachers Advisors New York	$20.3M	-$1.48M	1	0.03%	Reduced