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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
1
Franklin Resources
Franklin Resources
California
$1.84B +$246K 2 0.87% Increased
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.8B -$587M 2 0.5% Reduced
3
State Street
State Street
Massachusetts
$1.55B -$9.38M 2 0.18% Reduced
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.43B -$34.8M 2 2.05% Reduced
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$808M +$52.3M 2 0.6% Increased
6
Invesco
Invesco
Georgia
$538M -$4.35M 2 0.22% Reduced
7
Pzena Investment Management
Pzena Investment Management
New York
$524M +$1.2M 1 3% Increased
8
Bank of America
Bank of America
North Carolina
$507M +$34.6M 2 0.19% Increased
9
Fidelity Investments
Fidelity Investments
Massachusetts
$385M +$10.1M 1 0.05% Increased
10
Gates Foundation Trust
Gates Foundation Trust
Washington
$352M $0 1 1.78% Maintained
11
Acadian Asset Management
Acadian Asset Management
Massachusetts
$346M +$23.9M 1 1.81% Increased
12
Bank of Montreal
Bank of Montreal
Ontario, Canada
$304M -$92.7K 2 0.39% Reduced
13
Morgan Stanley
Morgan Stanley
New York
$283M -$234M 3 0.12% Reduced
14
Goldman Sachs
Goldman Sachs
New York
$275M -$57.5M 2 0.09% Reduced
15
HCM
Highfields Capital Management
Massachusetts
$244M -$14.8M 1 2.05% Reduced
16
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$242M -$1.32M 1 0.05% Reduced
17
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$227M +$12.4M 1 1.97% Increased
18
Federated Hermes
Federated Hermes
Pennsylvania
$225M +$19M 1 0.75% Increased
19
Macquarie Group
Macquarie Group
Australia
$221M +$38.6M 2 0.38% Increased
20
Wells Fargo
Wells Fargo
California
$220M +$9.01M 3 0.09% Increased
21
Northern Trust
Northern Trust
Illinois
$217M +$67.6M 2 0.07% Increased
22
Capital Research Global Investors
Capital Research Global Investors
California
$208M -$57.9M 1 0.08% Reduced
23
FTCM
Fir Tree Capital Management
New York
$178M +$26.7M 1 1.99% Increased
24
Sanders Capital
Sanders Capital
Florida
$173M -$260K 1 2.01% Reduced
25
Managed Account Advisors
Managed Account Advisors
New Jersey
$171M +$33.6M 2 0.22% Increased