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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
76	Boston Partners Boston, Massachusetts	$56.1M	+$16.6M	1	0.07%	Increased
77	Mondrian Investment Partners London, United Kingdom	$55.4M	$0	1	1.14%	Maintained
78	PT Palantir Technologies Aventura, Florida	$55.3M	+$49.7M	2	22.56%	New
79	Schroder Investment Management Group London, United Kingdom	$54.1M	+$3.45M	2	0.07%	Increased
80	MAMU Marathon Asset Management (UK) London, United Kingdom	$52M	+$5.63M	1	0.7%	Increased
81	Envestnet Asset Management Chicago, Illinois	$51.7M	+$4.07M	4	0.03%	Increased
82	GFWEX G.F.W. Energy XII Dallas, Texas	$51.2M	+$8.47M	1	63.36%	Increased
83	VOYA Investment Management Atlanta, Georgia	$50.9M	+$32.2M	4	0.11%	Increased
84	KP Kiltearn Partners Edinburgh, United Kingdom	$50M	+$25.2M	1	2.15%	Increased
85	Assenagon Asset Management Senningerberg, Luxembourg	$48.8M	+$50.6M	2	0.14%	New
86	ALPS Advisors Denver, Colorado	$48.2M	-$11.4M	5	0.52%	Reduced
87	MVP Miller Value Partners Sarasota, Florida	$47.9M	+$140K	1	1.54%	Increased
88	Anchor Capital Advisors Boston, Massachusetts	$47.4M	+$49.4M	1	1%	New
89	Allianz Asset Management Munich, Germany	$45.9M	-$89.3M	5	0.03%	Reduced
90	PNC Financial Services Group Pittsburgh, Pennsylvania	$45.4M	-$1.75M	7	0.04%	Reduced
91	Neuberger Berman Group New York	$43.4M	+$14.7M	4	0.04%	Increased
92	Jane Street New York	$42.3M	-$175M	11	0.01%	Reduced
93	CI Cooper Investors Melbourne, Victoria, Australia	$41.4M	+$264K	1	2.9%	Increased
94	Loomis, Sayles & Company Boston, Massachusetts	$39.9M	+$3.15M	1	0.05%	Increased
95	Madison Asset Management Madison, Wisconsin	$39.7M	-$2.07M	1	0.57%	Reduced
96	Baird Financial Group Milwaukee, Wisconsin	$38.8M	-$2.08M	4	0.1%	Reduced
97	AQR Capital Management Greenwich, Connecticut	$38M	+$38M	2	0.07%	Increased
98	Banque Pictet & Cie Geneva 73, Switzerland	$38M	+$9.19M	2	0.29%	Increased
99	Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	$37.8M	+$21.1M	3	0.74%	Increased
100	Avalon Investment & Advisory Houston, Texas	$36.8M	-$1.04M	2	0.89%	Reduced