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
| $988M | +$40.5M | 2 | 0.74% | Increased |
|
| 2 |
BlackRock
New York
| $875M | +$28.2M | 12 | 0.03% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $871M | -$7.84M | 10 | 0.06% | Reduced |
|
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
| $779M | -$14.9M | 3 | 1.15% | Reduced |
|
| 5 |
Vanguard Group
Malvern,
Pennsylvania
| $694M | +$27.3M | 9 | 0.02% | Increased |
|
| 6 |
Bank of America
Charlotte,
North Carolina
| $559M | +$34.8M | 13 | 0.07% | Increased |
|
| 7 |
Morgan Stanley
New York
| $544M | +$7.36M | 15 | 0.07% | Increased |
|
| 8 |
Capital International Investors
Los Angeles,
California
| $527M | +$291K | 2 | 0.15% | Increased |
|
| 9 |
LC
Linse Capital
San Juan,
Puerto Rico
| $491M | -$128M | 1 | 91.29% | Reduced |
|
| 10 |
Goldman Sachs
New York
| $348M | -$26.2M | 13 | 0.09% | Reduced |
|
| 11 |
Dimensional Fund Advisors
Austin,
Texas
| $303M | -$123M | 4 | 0.12% | Reduced |
|
| 12 |
UBS Group
Zurich,
Switzerland
| $256M | +$8.68M | 13 | 0.11% | Increased |
|
| 13 |
Lazard Asset Management
New York
| $243M | -$7.28M | 5 | 0.36% | Reduced |
|
| 14 |
Wellington Management Group
Boston,
Massachusetts
| $235M | +$98M | 5 | 0.05% | Increased |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $192M | +$3.63M | 9 | 0.04% | Increased |
|
| 16 |
Fidelity Investments
Boston,
Massachusetts
| $190M | +$8.35M | 8 | 0.02% | Increased |
|
| 17 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $174M | -$8.75M | 12 | 0.05% | Reduced |
|
| 18 |
Franklin Resources
San Mateo,
California
| $170M | -$17.2M | 3 | 0.09% | Reduced |
|
| 19 |
Norges Bank
Oslo,
Norway
| $170M | +$27M | 3 | 0.05% | Increased |
|
| 20 |
Wells Fargo
San Francisco,
California
| $166M | -$11.6M | 12 | 0.05% | Reduced |
|
| 21 |
First Trust Advisors
Wheaton,
Illinois
| $144M | +$20M | 10 | 0.19% | Increased |
|
| 22 |
Invesco
Atlanta,
Georgia
| $134M | +$3.65M | 12 | 0.04% | Increased |
|
| 23 |
Geode Capital Management
Boston,
Massachusetts
| $133M | +$9.97M | 13 | 0.02% | Increased |
|
| 24 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
| $126M | -$1.22M | 1 | 5.82% | Reduced |
|
| 25 |
Putnam Investments
Boston,
Massachusetts
| $116M | +$4.67M | 1 | 0.22% | Increased |
|