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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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69.3M -$102K 5 0.05% Reduced
52
VH
Varley Holdings
Australia
$68.9M -$3.22M 1 100% Reduced
53
Ameriprise
Ameriprise
Minnesota
$68.1M +$1.84M 5 0.03% Increased
54
Macquarie Group
Macquarie Group
Australia
$67.6M -$1.23M 3 0.08% Reduced
55
KBG
Kahn Brothers Group
New York
$62.1M -$811K 1 9.67% Reduced
56
Charles Schwab
Charles Schwab
California
$61.5M +$5.76M 5 0.02% Increased
57
RCP
Rho Capital Partners
New York
$59.8M $0 1 95.45% Maintained
58
Janus Henderson Group
Janus Henderson Group
$59.2M +$11M 4 0.04% Increased
59
Chevy Chase Trust
Chevy Chase Trust
Maryland
$56.1M +$10.7M 1 0.24% Increased
60
VOYA Investment Management
VOYA Investment Management
Georgia
$56M +$5.86M 7 0.07% Increased
61
Nuveen
Nuveen
North Carolina
$55.7M +$7.79M 6 0.02% Increased
62
River Road Asset Management
River Road Asset Management
Kentucky
$55.1M +$4.3M 1 0.82% Increased
63
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$53.8M $0 1 1.18% Maintained
64
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$53.7M +$62.7M 2 0.21% New
65
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$52.9M -$21.3M 2 0.92% Reduced
66
SSM
Sound Shore Management
Connecticut
$51.2M -$6.6M 1 2.07% Reduced
67
Envestnet Asset Management
Envestnet Asset Management
Illinois
$50.5M +$5.93M 4 0.03% Increased
68
Boston Partners
Boston Partners
Massachusetts
$50.1M -$3.03M 1 0.07% Reduced
69
RH
Riverstone Holdings
New York
$49.6M $0 1 2% Maintained
70
Stifel Financial
Stifel Financial
Missouri
$48.6M +$1.94M 7 0.08% Increased
71
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$47.7M -$47.7M 11 0.01% Reduced
72
KP
Kiltearn Partners
United Kingdom
$45.6M +$16.7M 1 2.65% Increased
73
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$44M +$47.3M 4 0.75% New
74
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$43.8M +$15.2M 1 0.29% Increased
75
Rockefeller Capital Management
Rockefeller Capital Management
New York
$42.8M +$8.59M 10 0.22% Increased