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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	Charles Schwab San Francisco, California	$84.7M	+$34.7M	4	0.03%	Increased
52	Wellington Management Group Boston, Massachusetts	$84.7M	-$39.8M	3	0.01%	Reduced
53	Macquarie Group Sydney, NSW 2000, Australia	$81.3M	-$30.1M	3	0.07%	Reduced
54	DLPIC Davide Leone & Partners Investment Company London, United Kingdom	$80.4M	-$5.2M	1	3.85%	Reduced
55	Ameriprise Minneapolis, Minnesota	$77.5M	-$3.32M	5	0.02%	Reduced
56	AIG American International Group New York	$76.9M	+$811K	5	0.26%	Increased
57	Natixis Advisors Boston, Massachusetts	$74.4M	+$769K	3	0.35%	Increased
58	D.E. Shaw & Co New York	$73.1M	-$44.2M	5	0.06%	Reduced
59	Coatue Management New York	$72.9M	+$55.5M	1	0.28%	New
60	SSM Sound Shore Management Greenwich, Connecticut	$72.5M	-$236K	1	2.02%	Reduced
61	Mackenzie Financial Toronto Ontario, Ontario, Canada	$72M	+$47.4M	2	0.1%	Increased
62	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$71.2M	+$3M	3	0.06%	Increased
63	Citigroup New York	$70.9M	-$10.4M	7	0.04%	Reduced
64	AGA Altrinsic Global Advisors Stamford, Connecticut	$70.8M	+$4.71M	1	2.15%	Increased
65	Mondrian Investment Partners London, United Kingdom	$69.7M	-$9.93M	2	1.33%	Reduced
66	MVP Miller Value Partners Sarasota, Florida	$66.8M	+$4.12M	1	1.59%	Increased
67	JP Morgan Chase New York	$64.4M	-$30.6M	7	0.01%	Reduced
68	Folketrygdfondet Oslo Norway, Norway	$62.9M	+$31.5M	1	1.86%	Increased
69	ALPS Advisors Denver, Colorado	$59.7M	+$30.8M	4	0.53%	Increased
70	Janus Henderson Group London,	$57.8M	+$5.83M	2	0.02%	Increased
71	KBG Kahn Brothers Group New York	$57.2M	+$6.62M	1	8.19%	Increased
72	Madison Asset Management Madison, Wisconsin	$54.7M	-$411K	1	0.74%	Reduced
73	PC Paulson & Co New York	$51.3M	+$50.9M	1	1.23%	New
74	Thrivent Financial for Lutherans Minneapolis, Minnesota	$50.8M	-$4.91M	2	0.1%	Reduced
75	Manning & Napier Group Fairport, New York	$48.2M	-$845K	1	0.39%	Reduced