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 |
Fisher Asset Management
Camas,
Washington
| $968M | +$52.6M | 2 | 0.69% | Increased |
|
| 2 |
BlackRock
New York
| $913M | +$66.8M | 11 | 0.03% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $893M | -$2.11M | 9 | 0.05% | Reduced |
|
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
| $788M | -$23.8M | 2 | 1.12% | Reduced |
|
| 5 |
Vanguard Group
Malvern,
Pennsylvania
| $734M | +$31.1M | 9 | 0.02% | Increased |
|
| 6 |
LC
Linse Capital
San Juan,
Puerto Rico
| $572M | -$99.6M | 1 | 93.62% | Reduced |
|
| 7 |
Morgan Stanley
New York
| $547M | +$251M | 15 | 0.07% | Increased |
|
| 8 |
Capital International Investors
Los Angeles,
California
| $547M | -$5.28M | 2 | 0.15% | Reduced |
|
| 9 |
Bank of America
Charlotte,
North Carolina
| $539M | +$1.12M | 12 | 0.06% | Increased |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $427M | -$6.44M | 4 | 0.15% | Reduced |
|
| 11 |
Goldman Sachs
New York
| $380M | +$70.7M | 13 | 0.09% | Increased |
|
| 12 |
Lazard Asset Management
New York
| $254M | -$12.5M | 5 | 0.34% | Reduced |
|
| 13 |
UBS Group
Zurich,
Switzerland
| $248M | +$166M | 14 | 0.1% | Increased |
|
| 14 |
Fidelity Investments
Boston,
Massachusetts
| $222M | +$5.43M | 9 | 0.02% | Increased |
|
| 15 |
Bank of Montreal
Toronto,
Ontario, Canada
| $211M | +$165M | 6 | 0.1% | Increased |
|
| 16 |
Northern Trust
Chicago,
Illinois
| $198M | -$9.8M | 9 | 0.04% | Reduced |
|
| 17 |
Franklin Resources
San Mateo,
California
| $193M | -$185M | 3 | 0.1% | Reduced |
|
| 18 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $187M | +$13.1M | 10 | 0.05% | Increased |
|
| 19 |
Wells Fargo
San Francisco,
California
| $184M | -$1.06M | 12 | 0.06% | Reduced |
|
| 20 |
Millennium Management
New York
| $176M | +$48.3M | 11 | 0.11% | Increased |
|
| 21 |
Jane Street
New York
| $162M | +$135M | 9 | 0.07% | Increased |
|
| 22 |
Putnam Investments
Boston,
Massachusetts
| $154M | -$268K | 1 | 0.28% | Reduced |
|
| 23 |
Norges Bank
Oslo,
Norway
| $151M | +$18.9M | 3 | 0.04% | Increased |
|
| 24 |
Invesco
Atlanta,
Georgia
| $148M | -$65.1M | 12 | 0.04% | Reduced |
|
| 25 |
Wellington Management Group
Boston,
Massachusetts
| $141M | +$60.7M | 3 | 0.03% | Increased |
|