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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	JP Morgan Chase New York	$78.9M	-$6.65M	11	0.01%	Reduced
52	BEVI Braemar Energy Ventures III New York	$78.1M	$0	1	98.6%	Maintained
53	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$75.7M	+$107K	5	0.04%	Increased
54	KBG Kahn Brothers Group New York	$74.4M	-$7.68M	1	10.7%	Reduced
55	Charles Schwab San Francisco, California	$71.9M	+$186K	7	0.02%	Increased
56	Amundi Paris, France	$71.7M	+$15.5M	4	0.04%	Increased
57	Millennium Management New York	$71.4M	+$27.2M	12	0.04%	Increased
58	Envestnet Asset Management Chicago, Illinois	$70.9M	+$9.74M	4	0.03%	Increased
59	TCAM Turtle Creek Asset Management Toronto, Ontario, Canada	$65.7M	+$56.7M	1	2.03%	Increased
60	L1 Capital Melbourne VIC 3000, Australia	$64.9M	-$5.41M	1	9.04%	Reduced
61	Janus Henderson Group London,	$64.3M	-$8.38M	5	0.04%	Reduced
62	Point72 Asset Management Stamford, Connecticut	$63.8M	-$71.3M	4	0.2%	Reduced
63	Thompson Siegel & Walmsley Richmond, Virginia	$63.6M	-$13.1M	2	1.03%	Reduced
64	Stifel Financial St. Louis, Missouri	$63M	+$6.39M	7	0.09%	Increased
65	VOYA Investment Management Atlanta, Georgia	$62.3M	+$48K	5	0.07%	Increased
66	Avalon Investment & Advisory Houston, Texas	$62.3M	+$16.7M	1	1.71%	Increased
67	D.E. Shaw & Co New York	$61.6M	+$40.7M	4	0.07%	Increased
68	Baillie Gifford & Co Edinburgh, United Kingdom	$60.3M	$0	2	0.05%	Maintained
69	Nuveen Charlotte, North Carolina	$58.4M	-$23M	4	0.02%	Reduced
70	AQR Capital Management Greenwich, Connecticut	$58.3M	-$13.6M	1	0.13%	Reduced
71	Mondrian Investment Partners London, United Kingdom	$56.8M	-$14.5M	1	1.25%	Reduced
72	New York State Common Retirement Fund Albany, New York	$55.4M	+$14.6M	5	0.07%	Increased
73	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$55.3M	+$2.71M	1	2.49%	Increased
74	Anchor Capital Advisors Boston, Massachusetts	$54.7M	+$1.26M	1	1.45%	Increased
75	Capital Fund Management (CFM) Paris, France	$53M	-$32.9M	4	0.25%	Reduced