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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) Canada, Ontario, Canada	$66.3M	-$16.6M	6	0.04%	Reduced
52	Mondrian Investment Partners London, United Kingdom	$65.8M	$0	1	1.46%	Maintained
53	River Road Asset Management Louisville, Kentucky	$65.7M	+$1.86M	1	0.9%	Increased
54	L1 Capital Melbourne VIC 3000, Australia	$64.8M	+$61.7M	1	10%	New
55	Macquarie Group Sydney, NSW 2000, Australia	$64.7M	-$15M	1	0.08%	Reduced
56	Nuveen Charlotte, North Carolina	$64.3M	+$11.7M	6	0.02%	Increased
57	Artisan Partners Milwaukee, Wisconsin	$61.8M	+$22.7M	1	0.11%	Increased
58	Apollo Management Holdings New York	$58.7M	$0	1	0.41%	Maintained
59	Boston Partners Boston, Massachusetts	$58.4M	-$2.8M	1	0.08%	Reduced
60	Mackenzie Financial Toronto Ontario, Ontario, Canada	$57.9M	+$13.9M	2	0.1%	Increased
61	VOYA Investment Management Atlanta, Georgia	$57.1M	-$6.5M	6	0.07%	Reduced
62	Charles Schwab San Francisco, California	$57.1M	+$6.45M	8	0.02%	Increased
63	Envestnet Asset Management Chicago, Illinois	$56.4M	-$3.46M	5	0.03%	Reduced
64	Thompson Siegel & Walmsley Richmond, Virginia	$55.5M	-$5.58M	2	0.9%	Reduced
65	Baillie Gifford & Co Edinburgh, United Kingdom	$54.9M	+$4.86K	2	0.06%	Increased
66	Janus Henderson Group London,	$52.8M	+$6.05M	4	0.04%	Increased
67	AQR Capital Management Greenwich, Connecticut	$51.7M	+$22.6M	2	0.12%	Increased
68	Stifel Financial St. Louis, Missouri	$50.9M	+$2.97M	7	0.08%	Increased
69	Amundi Paris, France	$49.7M	+$31.9M	4	0.03%	Increased
70	PNC Financial Services Group Pittsburgh, Pennsylvania	$49.4M	+$1.26M	8	0.05%	Increased
71	Rockefeller Capital Management New York	$47.2M	+$728K	10	0.24%	Increased
72	Voloridge Investment Management Jupiter, Florida	$45.7M	+$6.05M	4	0.25%	Increased
73	LPL Financial San Diego, California	$41.6M	+$2.14M	8	0.04%	Increased
74	Renaissance Technologies New York	$40.3M	+$10.6M	5	0.06%	Increased
75	LCMP Linse Capital Management PR San Juan, Puerto Rico	$39.1M	-$24.1M	1	100%	Reduced