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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
$1.44B -$19.2M 1 2.17% Reduced
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.12B +$98.9M 2 0.26% Increased
3
State Street
State Street
Massachusetts
$1.12B -$72M 2 0.1% Reduced
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$747M -$39.3M 2 0.33% Reduced
5
Franklin Resources
Franklin Resources
California
$730M -$34.5M 1 0.36% Reduced
6
Bank of America
Bank of America
North Carolina
$503M +$19.3M 2 0.08% Increased
7
Invesco
Invesco
Georgia
$469M -$1.87M 2 0.17% Reduced
8
BlackRock
BlackRock
New York
$462M +$68.4M 3 0.02% Increased
9
Morgan Stanley
Morgan Stanley
New York
$322M -$308K 3 0.1% Reduced
10
Ameriprise
Ameriprise
Minnesota
$277M +$943K 2 0.13% Increased
11
Northern Trust
Northern Trust
Illinois
$264M +$978K 2 0.07% Increased
12
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$244M -$10.1M 1 1.55% Reduced
13
Fisher Asset Management
Fisher Asset Management
Washington
$243M +$8.57M 2 0.34% Increased
14
Pzena Investment Management
Pzena Investment Management
New York
$238M -$3.63M 1 1.26% Reduced
15
Goldman Sachs
Goldman Sachs
New York
$230M -$19.6M 2 0.06% Reduced
16
Federated Hermes
Federated Hermes
Pennsylvania
$217M +$9.6M 1 0.62% Increased
17
Acadian Asset Management
Acadian Asset Management
Massachusetts
$211M +$7.77M 1 0.93% Increased
18
UBS Group
UBS Group
Switzerland
$207M -$14.3M 3 0.1% Reduced
19
Macquarie Group
Macquarie Group
Australia
$189M -$557K 3 0.34% Reduced
20
Wells Fargo
Wells Fargo
California
$185M +$4.97M 2 0.06% Increased
21
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$160M +$4.62M 2 0.17% Increased
22
Russell Investments Group
Russell Investments Group
United Kingdom
$157M +$5.98M 1 0.27% Increased
23
SSM
Sound Shore Management
Connecticut
$153M -$5.05M 1 2.5% Reduced
24
Sanders Capital
Sanders Capital
Florida
$151M -$2.38M 1 0.91% Reduced
25
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$146M +$10.1M 2 0.17% Increased