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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
$1.55B -$248M 2 0.7% Reduced
2
State Street
State Street
Massachusetts
$1.22B -$11.3M 2 0.13% Reduced
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.04B -$48.2M 2 1.42% Reduced
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$785M +$43.7M 2 0.5% Increased
5
Bank of America
Bank of America
North Carolina
$673M +$286M 2 0.23% Increased
6
Invesco
Invesco
Georgia
$566M +$40.9M 2 0.22% Increased
7
Wellington Management Group
Wellington Management Group
Massachusetts
$523M -$141M 2 0.13% Reduced
8
Pzena Investment Management
Pzena Investment Management
New York
$467M -$9.39M 1 2.59% Reduced
9
Fidelity Investments
Fidelity Investments
Massachusetts
$455M -$12.4M 2 0.06% Reduced
10
Managed Account Advisors
Managed Account Advisors
New Jersey
$402M +$132M 2 0.35% Increased
11
Ameriprise
Ameriprise
Minnesota
$352M +$124M 2 0.2% Increased
12
Gates Foundation Trust
Gates Foundation Trust
Washington
$290M $0 1 1.55% Maintained
13
Bank of Montreal
Bank of Montreal
Ontario, Canada
$260M -$605K 2 0.3% Reduced
14
Macquarie Group
Macquarie Group
Australia
$236M +$144M 2 0.46% Increased
15
Northern Trust
Northern Trust
Illinois
$232M +$8.32M 2 0.07% Increased
16
Morgan Stanley
Morgan Stanley
New York
$232M +$10.9M 3 0.09% Increased
17
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$213M +$23.7K 1 0.04% Increased
18
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$210M +$6.76M 1 0.1% Increased
19
Acadian Asset Management
Acadian Asset Management
Massachusetts
$203M -$22.2M 1 0.93% Reduced
20
Fisher Asset Management
Fisher Asset Management
Washington
$194M -$4.84M 2 0.39% Reduced
21
Wells Fargo
Wells Fargo
California
$191M +$14.1M 2 0.07% Increased
22
SSM
Sound Shore Management
Connecticut
$188M +$28.7M 1 3.01% Increased
23
Capital Research Global Investors
Capital Research Global Investors
California
$184M +$11.8M 1 0.06% Increased
24
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$170M +$15.7M 1 1.1% Increased
25
Federated Hermes
Federated Hermes
Pennsylvania
$162M +$8.2M 1 0.49% Increased