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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
OppenheimerFunds
OppenheimerFunds
New York
$69.9M -$28.1M 1 0.08% Reduced
52
Alyeska Investment Group
Alyeska Investment Group
Illinois
$65.3M -$7.06M 1 0.72% Reduced
53
KBG
Kahn Brothers Group
New York
$64.7M -$275K 1 9.94% Reduced
54
Aperio Group
Aperio Group
California
$63.4M -$207K 2 0.28% Reduced
55
Folketrygdfondet
Folketrygdfondet
Norway
$63.3M $0 1 1.62% Maintained
56
Citigroup
Citigroup
New York
$59.3M -$10.9M 2 0.05% Reduced
57
Brandes Investment Partners
Brandes Investment Partners
California
$59.3M -$3.54M 1 1.34% Reduced
58
M&T Bank
M&T Bank
New York
$55.5M -$3.67M 2 0.28% Reduced
59
US Bancorp
US Bancorp
Minnesota
$54.1M +$5.06M 2 0.16% Increased
60
Natixis Advisors
Natixis Advisors
Massachusetts
$52.1M +$1.76M 2 0.46% Increased
61
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$51.9M +$23M 1 1.7% Increased
62
Bank of New York Mellon
Bank of New York Mellon
New York
$50M +$8.09M 2 0.01% Increased
63
Kornitzer Capital Management
Kornitzer Capital Management
Kansas
$48.3M -$619K 2 0.77% Reduced
64
Bank of Montreal
Bank of Montreal
Ontario, Canada
$46.9M -$1.78M 2 0.04% Reduced
65
LPL Financial
LPL Financial
California
$45.1M -$164K 2 0.11% Reduced
66
USAA
United Services Automobile Association
Texas
$43.5M -$1.92M 1 0.11% Reduced
67
Gabelli Funds
Gabelli Funds
New York
$41.2M -$758K 2 0.24% Reduced
68
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
$39.9M +$2.94M 1 0.22% Increased
69
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$39.2M +$35.1M 1 0.22% Increased
70
Norges Bank
Norges Bank
Norway
$39.1M -$42 1 0.01% Reduced
71
FP
Foundry Partners
Minnesota
$37M +$4.99M 1 1.4% Increased
72
NSLI
Nan Shan Life Insurance
Taiwan
$36.9M -$505K 1 0.72% Reduced
73
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$36M -$1.88M 1 0.04% Reduced
74
Foresters Investment Management
Foresters Investment Management
New York
$35.8M +$34M 1 0.57% New
75
Menora Mivtachim Holdings
Menora Mivtachim Holdings
Israel
$34.7M +$33M 1 0.94% New