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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	Select Equity Group New York	$74.1M	+$13.5M	1	0.28%	Increased
52	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$74M	-$110K	5	0.04%	Reduced
53	Charles Schwab San Francisco, California	$72.9M	-$1.08M	6	0.02%	Reduced
54	Amundi Paris, France	$71.9M	+$321K	4	0.04%	Increased
55	Thompson Siegel & Walmsley Richmond, Virginia	$70.5M	-$3.98M	2	1.12%	Reduced
56	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$69.9M	+$1.08M	2	0.11%	Increased
57	American Century Companies Kansas City, Missouri	$68.7M	-$51M	2	0.05%	Reduced
58	Nuveen Charlotte, North Carolina	$68.1M	+$3.51M	4	0.02%	Increased
59	First Trust Advisors Wheaton, Illinois	$67.2M	-$70.8M	8	0.08%	Reduced
60	BEVI Braemar Energy Ventures III New York	$65.6M	$0	1	97.96%	Maintained
61	KBG Kahn Brothers Group New York	$65M	-$4.35M	1	9.53%	Reduced
62	L1 Capital Melbourne VIC 3000, Australia	$64.2M	+$4.05M	1	7.73%	Increased
63	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$61.3M	-$3.43M	1	3.07%	Reduced
64	Envestnet Asset Management Chicago, Illinois	$61.2M	-$8.93M	3	0.03%	Reduced
65	Bank of Montreal Toronto, Ontario, Canada	$59.7M	-$47.7M	5	0.02%	Reduced
66	Qube Research & Technologies (QRT) London, United Kingdom	$58.6M	+$55.9M	4	0.21%	Increased
67	Janus Henderson Group London,	$57.4M	-$8.09M	5	0.04%	Reduced
68	UBS Group Zurich, Switzerland	$57M	-$201M	11	0.02%	Reduced
69	Anchor Capital Advisors Boston, Massachusetts	$56.1M	-$7.46M	1	1.46%	Reduced
70	VOYA Investment Management Atlanta, Georgia	$55.6M	-$2.07M	5	0.06%	Reduced
71	Ameriprise Minneapolis, Minnesota	$54.4M	-$27.3M	3	0.02%	Reduced
72	Capital Fund Management (CFM) Paris, France	$54M	+$4.6M	2	0.22%	Increased
73	New York State Common Retirement Fund Albany, New York	$53.6M	-$425K	5	0.07%	Reduced
74	Mondrian Investment Partners London, United Kingdom	$52.8M	$0	1	1.06%	Maintained
75	Apollo Management Holdings New York	$51.4M	$0	1	0.44%	Maintained