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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	Mondrian Investment Partners London, United Kingdom	$74.4M	+$15.7M	1	1.53%	Increased
52	Bank of New York Mellon New York	$72.2M	-$15.7M	5	0.02%	Reduced
53	Castle Hook Partners New York	$71.8M	+$59M	1	2.54%	Increased
54	Thrivent Financial for Lutherans Minneapolis, Minnesota	$71.7M	-$27.6M	2	0.17%	Reduced
55	Thompson Siegel & Walmsley Richmond, Virginia	$70M	+$2.31M	2	1.16%	Increased
56	KBG Kahn Brothers Group New York	$68.7M	-$2.56M	1	10.71%	Reduced
57	New York State Common Retirement Fund Albany, New York	$68.3M	+$12M	5	0.1%	Increased
58	SEI Investments Oaks, Pennsylvania	$68.1M	+$16.5M	3	0.12%	Increased
59	Natixis Advisors Boston, Massachusetts	$67.5M	-$30.2M	2	0.21%	Reduced
60	Ameriprise Minneapolis, Minnesota	$63.7M	+$5.76M	4	0.02%	Increased
61	American Century Companies Kansas City, Missouri	$62M	-$7.92M	2	0.05%	Reduced
62	Nuveen Charlotte, North Carolina	$60.9M	-$1.04M	5	0.02%	Reduced
63	Charles Schwab San Francisco, California	$60.2M	-$2.35M	5	0.02%	Reduced
64	UBS Group Zurich, Switzerland	$60M	+$1.39M	14	0.02%	Increased
65	Amundi Paris, France	$57.4M	-$1.07M	4	0.03%	Reduced
66	VOYA Investment Management Atlanta, Georgia	$55.9M	-$2.53M	5	0.06%	Reduced
67	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$55.5M	-$3.27M	1	3.1%	Reduced
68	Anchor Capital Advisors Boston, Massachusetts	$51.3M	-$2.58M	1	1.43%	Reduced
69	Pacer Advisors Malvern, Pennsylvania	$50.9M	+$2.77M	3	0.19%	Increased
70	LMR Partners London, United Kingdom	$50.1M	+$5.21M	2	0.56%	Increased
71	Apollo Management Holdings New York	$49.7M	+$9M	1	0.51%	Increased
72	Citigroup New York	$49.4M	-$146M	8	0.04%	Reduced
73	Royce & Associates New York	$49.1M	+$3.33M	1	0.5%	Increased
74	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$48.4M	-$36.3M	2	0.23%	Reduced
75	AQR Capital Management Greenwich, Connecticut	$47.3M	+$143K	1	0.1%	Increased