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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
$1.49B -$97.6M 1 2.23% Reduced
2
State Street
State Street
Massachusetts
$1.18B -$54.4M 2 0.1% Reduced
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.17B -$57.8M 2 0.26% Reduced
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$803M -$24.3M 3 0.33% Reduced
5
Franklin Resources
Franklin Resources
California
$770M -$37.4M 1 0.37% Reduced
6
Bank of America
Bank of America
North Carolina
$560M +$5.63M 3 0.09% Increased
7
Morgan Stanley
Morgan Stanley
New York
$525M +$161M 4 0.14% Increased
8
Invesco
Invesco
Georgia
$496M -$22.6M 2 0.18% Reduced
9
BlackRock
BlackRock
New York
$485M -$24.2M 4 0.02% Reduced
10
Goldman Sachs
Goldman Sachs
New York
$334M +$74.6M 2 0.08% Increased
11
Northern Trust
Northern Trust
Illinois
$326M +$34.1M 2 0.08% Increased
12
Ameriprise
Ameriprise
Minnesota
$311M +$3.35M 3 0.14% Increased
13
Fisher Asset Management
Fisher Asset Management
Washington
$277M +$12.9M 2 0.36% Increased
14
Acadian Asset Management
Acadian Asset Management
Massachusetts
$271M +$34.3M 1 1.17% Increased
15
Brandywine Global Investment Management
Brandywine Global Investment Management
Pennsylvania
$268M -$2.49M 1 1.6% Reduced
16
Renaissance Technologies
Renaissance Technologies
New York
$259M +$104M 2 0.29% Increased
17
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$241M +$129M 1 0.04% Increased
18
Pzena Investment Management
Pzena Investment Management
New York
$236M -$26.8M 1 1.16% Reduced
19
UBS Group
UBS Group
Switzerland
$229M -$2.11M 3 0.09% Reduced
20
Macquarie Group
Macquarie Group
Australia
$203M -$3.93M 3 0.36% Reduced
21
Wells Fargo
Wells Fargo
California
$199M -$5.81M 2 0.06% Reduced
22
Russell Investments Group
Russell Investments Group
United Kingdom
$198M +$23M 1 0.33% Increased
23
Federated Hermes
Federated Hermes
Pennsylvania
$195M -$43.4M 2 0.55% Reduced
24
Deutsche Bank
Deutsche Bank
Germany
$182M +$77.7M 3 0.12% Increased
25
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$181M +$4.07M 2 0.18% Increased