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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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.17B +$217M 2 1.79% Increased
2
State Street
State Street
Massachusetts
$975M -$3.01M 2 0.11% Reduced
3
Franklin Resources
Franklin Resources
California
$917M +$104M 2 0.49% Increased
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$726M +$65M 2 0.43% Increased
5
Wellington Management Group
Wellington Management Group
Massachusetts
$457M +$7.56M 2 0.12% Increased
6
Invesco
Invesco
Georgia
$384M +$18M 2 0.16% Increased
7
Goldman Sachs
Goldman Sachs
New York
$315M +$78.2M 3 0.1% Increased
8
Bank of America
Bank of America
North Carolina
$285M +$15.4M 2 0.07% Increased
9
Pzena Investment Management
Pzena Investment Management
New York
$271M -$20.3M 1 1.67% Reduced
10
Fidelity Investments
Fidelity Investments
Massachusetts
$270M +$36.8M 2 0.04% Increased
11
Macquarie Group
Macquarie Group
Australia
$258M +$17.1M 2 0.52% Increased
12
Ameriprise
Ameriprise
Minnesota
$236M +$63.4M 2 0.14% Increased
13
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$233M -$174K 1 1.52% Reduced
14
Bank of Montreal
Bank of Montreal
Ontario, Canada
$200M -$246K 2 0.21% Reduced
15
Morgan Stanley
Morgan Stanley
New York
$162M -$16.9M 3 0.06% Reduced
16
Russell Frank Company
Russell Frank Company
Washington
$154M +$7.69M 2 0.27% Increased
17
Wells Fargo
Wells Fargo
California
$137M -$6.99M 2 0.05% Reduced
18
Northern Trust
Northern Trust
Illinois
$134M +$14.8M 2 0.04% Increased
19
SSM
Sound Shore Management
Connecticut
$133M -$14.2M 1 2.42% Reduced
20
Federated Hermes
Federated Hermes
Pennsylvania
$124M -$21.5M 1 0.38% Reduced
21
Acadian Asset Management
Acadian Asset Management
Massachusetts
$121M +$2.47M 1 0.61% Increased
22
Brandes Investment Partners
Brandes Investment Partners
California
$115M +$15.5M 1 1.64% Increased
23
Sanders Capital
Sanders Capital
Florida
$96.5M -$962K 1 0.83% Reduced
24
OppenheimerFunds
OppenheimerFunds
New York
$95.2M +$1.22M 1 0.13% Increased
25
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$93.5M -$71M 1 0.4% Reduced