← All themes Electric Vehicles

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
101
KP
Kiltearn Partners
United Kingdom
$31.2M +$17M 1 1.29% Increased
102
National Bank of Canada
National Bank of Canada
Quebec, Canada
$29.7M +$34.9M 8 0.1% New
103
Los Angeles Capital Management
Los Angeles Capital Management
California
$29M +$329K 1 0.11% Increased
104
ClearBridge Investments
ClearBridge Investments
New York
$28.7M -$2.26M 2 0.02% Reduced
105
Rockefeller Capital Management
Rockefeller Capital Management
New York
$28.5M +$9.51M 8 0.13% Increased
106
DLPIC
Davide Leone & Partners Investment Company
United Kingdom
$28M -$22M 1 5.61% Reduced
107
NIM
Northeast Investment Management
Massachusetts
$27.6M +$619K 2 1.35% Increased
108
Two Sigma Investments
Two Sigma Investments
New York
$27.6M -$169M 4 0.06% Reduced
109
SEI Investments
SEI Investments
Pennsylvania
$27.2M +$6.67M 3 0.05% Increased
110
US Bancorp
US Bancorp
Minnesota
$27M -$2.86M 6 0.04% Reduced
111
PC
Paulson & Co
New York
$26.6M $0 1 0.82% Maintained
112
Holocene Advisors
Holocene Advisors
New York
$26.3M -$12.4M 1 0.14% Reduced
113
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$26M -$419K 1 0.12% Reduced
114
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$25.6M +$4.46M 5 0.03% Increased
115
PTC
Petrus Trust Company
Texas
$25.4M +$26.9M 1 2.97% New
116
Citigroup
Citigroup
New York
$25.3M -$28.1M 8 0.01% Reduced
117
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$25.1M +$27.7M 1 0.19% New
118
Osaic Holdings
Osaic Holdings
Arizona
$25.1M +$4.92M 12 0.05% Increased
119
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$25M +$209K 7 0.06% Increased
120
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$24.8M -$6.04M 3 0.05% Reduced
121
Gabelli Funds
Gabelli Funds
New York
$24.7M +$470K 5 0.16% Increased
122
Vaughan David Investments
Vaughan David Investments
Illinois
$24.2M +$382K 1 0.71% Increased
123
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$23.7M -$11.3M 2 0.24% Reduced
124
Discovery Capital Management
Discovery Capital Management
Connecticut
$23.4M -$6.04M 1 1.76% Reduced
125
Neuberger Berman Group
Neuberger Berman Group
New York
$23.3M +$7.54M 4 0.02% Increased