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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	Capital Research Global Investors Los Angeles, California	$61.6M	-$872K	1	0.02%	Reduced
52	Orbis Allan Gray Hamilton, Bermuda	$60.4M	+$78.7K	1	0.35%	Increased
53	KBG Kahn Brothers Group New York	$59.1M	-$865K	1	9.29%	Reduced
54	M&T Bank Buffalo, New York	$58.5M	-$343K	2	0.31%	Reduced
55	Aperio Group Sausalito, California	$51.2M	+$2.41M	2	0.26%	Increased
56	Stifel Financial St. Louis, Missouri	$50M	+$15.8M	2	0.16%	Increased
57	JP Morgan Chase New York	$47.2M	+$4M	3	0.01%	Increased
58	Kornitzer Capital Management Shawnee Mission, Kansas	$44.4M	-$938K	2	0.75%	Reduced
59	US Bancorp Minneapolis, Minnesota	$42.6M	+$1.1M	2	0.13%	Increased
60	Bank of Montreal Toronto, Ontario, Canada	$42.1M	-$409K	2	0.04%	Reduced
61	USAA United Services Automobile Association San Antonio, Texas	$42M	-$6.94M	1	0.11%	Reduced
62	Gabelli Funds Rye, New York	$41.5M	+$38.9K	2	0.24%	Increased
63	Natixis Advisors Boston, Massachusetts	$40.9M	+$3.68M	2	0.42%	Increased
64	Fidelity Investments Boston, Massachusetts	$40.2M	+$33.7M	2	0%	Increased
65	Jane Street New York	$36.9M	-$24.6M	2	0.11%	Reduced
66	New York State Common Retirement Fund Albany, New York	$36M	+$9.6M	1	0.04%	Increased
67	Norges Bank Oslo, Norway	$35.1M	$0	1	0.01%	Maintained
68	Bank of New York Mellon New York	$35M	+$1.15M	2	0.01%	Increased
69	Jennison Associates New York	$34M	+$20.7M	1	0.03%	Increased
70	Raymond James Financial Services Advisors St. Petersburg, Florida	$29.9M	-$998K	2	0.19%	Reduced
71	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$29M	+$3.05M	1	2.28%	Increased
72	FP Foundry Partners Minneapolis, Minnesota	$27.8M	+$2.95M	1	1.16%	Increased
73	South Dakota Investment Council Sioux Falls, South Dakota	$27.8M	-$8.97M	1	0.61%	Reduced
74	DG Delek Group Herzliya, Israel	$27M	+$25.5M	1	1.45%	New
75	First Trust Advisors Wheaton, Illinois	$27M	+$1.58M	2	0.06%	Increased