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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	EWA Evolution Wealth Advisors Aventura, Florida	$94.2M	+$6.35M	1	14.22%	Increased
52	Susquehanna International Group Bala Cynwyd, Pennsylvania	$90.8M	-$149M	8	0.01%	Reduced
53	Janus Henderson Group London,	$89.7M	+$25.9M	6	0.04%	Increased
54	Baillie Gifford & Co Edinburgh, United Kingdom	$87.3M	+$1.33K	2	0.05%	Increased
55	Orbis Allan Gray Hamilton, Bermuda	$83.7M	+$8.33M	1	0.62%	Increased
56	Natixis Advisors Boston, Massachusetts	$83.3M	+$745K	3	0.32%	Increased
57	Gates Capital Management New York	$82.9M	-$56.7M	1	2.29%	Reduced
58	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$82.8M	+$55.4M	3	0.08%	Increased
59	Mackenzie Financial Toronto Ontario, Ontario, Canada	$79.3M	-$754K	2	0.11%	Reduced
60	Charles Schwab San Francisco, California	$77.4M	+$7.26M	6	0.02%	Increased
61	RCP Rho Capital Partners New York	$77.2M	$0	1	50.12%	Maintained
62	D.E. Shaw & Co New York	$75.5M	+$19.6M	5	0.06%	Increased
63	Ameriprise Minneapolis, Minnesota	$72.2M	+$5.99M	5	0.02%	Increased
64	MVIP Mar Vista Investment Partners Los Angeles, California	$70.8M	-$897K	1	1.92%	Reduced
65	Wellington Management Group Boston, Massachusetts	$69.5M	-$263K	3	0.01%	Reduced
66	Laurion Capital Management New York	$65.9M	-$111M	1	0.67%	Reduced
67	Macquarie Group Sydney, NSW 2000, Australia	$65.8M	+$8.33M	4	0.05%	Increased
68	ALPS Advisors Denver, Colorado	$62.7M	+$21.7M	5	0.71%	Increased
69	KBG Kahn Brothers Group New York	$59.7M	-$1.12M	1	8.2%	Reduced
70	Stifel Financial St. Louis, Missouri	$58.4M	+$9M	7	0.08%	Increased
71	MVP Miller Value Partners Sarasota, Florida	$57.8M	+$790K	1	1.58%	Increased
72	Schroder Investment Management Group London, United Kingdom	$57.7M	+$22.9M	2	0.08%	Increased
73	MAMU Marathon Asset Management (UK) London, United Kingdom	$56.3M	+$59.7M	1	0.7%	New
74	Thrivent Financial for Lutherans Minneapolis, Minnesota	$55.7M	+$4.83M	2	0.11%	Increased
75	Folketrygdfondet Oslo Norway, Norway	$52.1M	-$23.3M	1	1.26%	Reduced