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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
$1.29B -$57.8M 1 1.96% Reduced
2
State Street
State Street
Massachusetts
$1.06B -$41.9M 2 0.09% Reduced
3
Wellington Management Group
Wellington Management Group
Massachusetts
$974M +$165M 2 0.23% Increased
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$702M -$46.6M 2 0.32% Reduced
5
Franklin Resources
Franklin Resources
California
$680M -$154M 2 0.34% Reduced
6
Bank of America
Bank of America
North Carolina
$441M +$64.9M 2 0.09% Increased
7
Invesco
Invesco
Georgia
$422M -$20.1M 2 0.13% Reduced
8
BlackRock
BlackRock
New York
$348M -$68.3M 2 0.02% Reduced
9
Morgan Stanley
Morgan Stanley
New York
$291M +$37.4M 3 0.09% Increased
10
Ameriprise
Ameriprise
Minnesota
$247M -$10.9M 2 0.12% Reduced
11
Northern Trust
Northern Trust
Illinois
$246M +$13.6M 2 0.07% Increased
12
Bank of Montreal
Bank of Montreal
Ontario, Canada
$243M -$4.58M 2 0.23% Reduced
13
Fisher Asset Management
Fisher Asset Management
Washington
$232M +$186M 2 0.35% Increased
14
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$226M -$34.7M 1 1.44% Reduced
15
Goldman Sachs
Goldman Sachs
New York
$225M -$19.7M 2 0.06% Reduced
16
Pzena Investment Management
Pzena Investment Management
New York
$215M -$4.79M 1 1.17% Reduced
17
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$207M +$182M 1 0.04% Increased
18
UBS Group
UBS Group
Switzerland
$201M +$90.3M 3 0.1% Increased
19
Federated Hermes
Federated Hermes
Pennsylvania
$183M -$468K 1 0.53% Reduced
20
Acadian Asset Management
Acadian Asset Management
Massachusetts
$180M -$52.4M 1 0.81% Reduced
21
Macquarie Group
Macquarie Group
Australia
$179M -$603K 2 0.33% Reduced
22
Wells Fargo
Wells Fargo
California
$162M -$4.89M 2 0.05% Reduced
23
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$143M +$10M 2 0.17% Increased
24
1832 Asset Management
1832 Asset Management
Ontario, Canada
$141M +$109M 2 0.64% Increased
25
SSM
Sound Shore Management
Connecticut
$140M -$2.92M 1 2.3% Reduced