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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
Capital Research Global Investors
California
$59.4M -$895K 1 0.02% Reduced
52
KBG
Kahn Brothers Group
New York
$57M -$919K 1 9.08% Reduced
53
Hamlin Capital Management
Hamlin Capital Management
New York
$56.6M -$2.72M 1 2.19% Reduced
54
M&T Bank
M&T Bank
New York
$56.4M -$496K 2 0.3% Reduced
55
Aperio Group
Aperio Group
California
$53.6M +$5.85M 2 0.27% Increased
56
Stifel Financial
Stifel Financial
Missouri
$50.3M +$3.77M 2 0.16% Increased
57
JP Morgan Chase
JP Morgan Chase
New York
$49.7M +$4.09M 2 0.01% Increased
58
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$43.1M +$215K 2 0.74% Increased
59
Bank of Montreal
Bank of Montreal
Ontario, Canada
$42.2M +$1.28M 2 0.04% Increased
60
Jennison Associates
Jennison Associates
New York
$41.9M +$8.64M 1 0.04% Increased
61
US Bancorp
US Bancorp
Minnesota
$41.5M +$435K 2 0.13% Increased
62
LPL Financial
LPL Financial
California
$41.3M +$16.4M 2 0.11% Increased
63
Gabelli Funds
Gabelli Funds
New York
$39.8M -$566K 2 0.24% Reduced
64
Natixis Advisors
Natixis Advisors
Massachusetts
$39.7M +$1.67M 2 0.39% Increased
65
USAA
United Services Automobile Association
Texas
$39.5M -$1.62M 1 0.11% Reduced
66
DG
Delek Group
Israel
$36.2M +$9.74M 1 1.86% Increased
67
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$34.8M -$524K 1 0.04% Reduced
68
Norges Bank
Norges Bank
Norway
$33.9M -$511K 1 0.01% Reduced
69
Bank of New York Mellon
Bank of New York Mellon
New York
$31.9M -$2.04M 2 0.01% Reduced
70
Credit Suisse
Credit Suisse
Switzerland
$31.1M +$19.6M 3 0.03% Increased
71
GW&K Investment Management
GW&K Investment Management
Massachusetts
$29.2M +$29.3M 1 0.49% New
72
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$27.9M -$1.08M 2 0.16% Reduced
73
WA
WFM Asia
British Virgin Islands
$26.9M +$27.7M 1 3.6% New
74
FP
Foundry Partners
Minnesota
$26.7M -$460K 1 1.14% Reduced
75
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$26.7M -$452K 1 0.61% Reduced