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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
Causeway Capital Management
Causeway Capital Management
California
$38.5M +$3.53M 1 0.88% Increased
77
First Trust Advisors
First Trust Advisors
Illinois
$38.3M +$15.7M 7 0.03% Increased
78
Bridgewater Associates
Bridgewater Associates
Connecticut
$37.7M +$5.42M 1 0.17% Increased
79
NSLI
Nan Shan Life Insurance
Taiwan
$36.8M -$94.5K 1 0.88% Reduced
80
Stifel Financial
Stifel Financial
Missouri
$35.9M +$1.26M 6 0.04% Increased
81
KBG
Kahn Brothers Group
New York
$35.2M -$11.9M 1 7.65% Reduced
82
Boston Partners
Boston Partners
Massachusetts
$34.6M -$1.46M 1 0.04% Reduced
83
American Century Companies
American Century Companies
Missouri
$34.4M +$1.84M 3 0.02% Increased
84
LPL Financial
LPL Financial
California
$34.3M -$1.82M 6 0.01% Reduced
85
London Company of Virginia
London Company of Virginia
Virginia
$34M -$71.7K 1 0.19% Reduced
86
Palisade Capital Management
Palisade Capital Management
New Jersey
$34M +$503K 1 0.91% Increased
87
Cerity Partners
Cerity Partners
New York
$31M -$480K 2 0.07% Reduced
88
Wedge Capital Management
Wedge Capital Management
North Carolina
$30.5M -$2.27M 2 0.55% Reduced
89
Laurion Capital Management
Laurion Capital Management
New York
$29.5M +$4.05M 1 0.54% Increased
90
Woodline Partners
Woodline Partners
California
$29.4M +$5.13M 1 0.2% Increased
91
HBCM
Heron Bay Capital Management
Michigan
$27.4M +$200K 1 5.72% Increased
92
JGC
J. Goldman & Co
New York
$26.5M +$23.9M 2 0.69% Increased
93
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$26.2M -$754K 6 0.02% Reduced
94
Twin Tree Management
Twin Tree Management
Texas
$26.1M +$26.5M 1 0.05% New
95
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$25.7M +$7.72M 1 0.1% Increased
96
Marshall Wace
Marshall Wace
United Kingdom
$24.9M +$18.7M 4 0.03% Increased
97
AA
ABC Arbitrage
France
$24.3M +$24.7M 1 3.48% New
98
Bessemer Group
Bessemer Group
New Jersey
$23.4M +$781K 2 0.04% Increased
99
SEI Investments
SEI Investments
Pennsylvania
$22.6M +$208K 4 0.03% Increased
100
Renaissance Technologies
Renaissance Technologies
New York
$22.4M -$23.5M 5 0.03% Reduced