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
| $1.21B | +$23.9M | 2 | 0.82% | Increased |
|
| 2 |
State Street
Boston,
Massachusetts
| $971M | -$27.6M | 10 | 0.06% | Reduced |
|
| 3 |
BlackRock
New York
| $951M | +$55.6M | 11 | 0.03% | Increased |
|
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
| $909M | -$41.7M | 3 | 1.27% | Reduced |
|
| 5 |
Morgan Stanley
New York
| $656M | +$23M | 16 | 0.07% | Increased |
|
| 6 |
Vanguard Group
Malvern,
Pennsylvania
| $604M | +$31.8M | 9 | 0.02% | Increased |
|
| 7 |
Capital International Investors
Los Angeles,
California
| $582M | -$42M | 2 | 0.16% | Reduced |
|
| 8 |
Bank of America
Charlotte,
North Carolina
| $501M | -$158M | 13 | 0.06% | Reduced |
|
| 9 |
Goldman Sachs
New York
| $422M | +$25.2M | 13 | 0.1% | Increased |
|
| 10 |
Wellington Management Group
Boston,
Massachusetts
| $330M | +$49.6M | 4 | 0.07% | Increased |
|
| 11 |
Fidelity Investments
Boston,
Massachusetts
| $270M | +$44.5M | 8 | 0.03% | Increased |
|
| 12 |
Lazard Asset Management
New York
| $265M | -$28M | 5 | 0.36% | Reduced |
|
| 13 |
UBS Group
Zurich,
Switzerland
| $261M | -$42M | 13 | 0.1% | Reduced |
|
| 14 |
Two Sigma Advisers
New York
| $248M | +$117M | 2 | 0.69% | Increased |
|
| 15 |
LC
Linse Capital
San Juan,
Puerto Rico
| $236M | -$103M | 1 | 79.72% | Reduced |
|
| 16 |
Franklin Resources
San Mateo,
California
| $230M | +$22.5M | 3 | 0.12% | Increased |
|
| 17 |
Northern Trust
Chicago,
Illinois
| $214M | +$1.24M | 8 | 0.05% | Increased |
|
| 18 |
Bank of Montreal
Toronto,
Ontario, Canada
| $189M | +$51.5M | 7 | 0.08% | Increased |
|
| 19 |
Norges Bank
Oslo,
Norway
| $188M | +$3.39M | 3 | 0.05% | Increased |
|
| 20 |
Wells Fargo
San Francisco,
California
| $187M | -$8.86M | 12 | 0.06% | Reduced |
|
| 21 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $184M | -$20.7M | 12 | 0.05% | Reduced |
|
| 22 |
Balyasny Asset Management
Chicago,
Illinois
| $184M | +$143M | 6 | 0.5% | Increased |
|
| 23 |
Two Sigma Investments
New York
| $161M | +$40.6M | 5 | 0.5% | Increased |
|
| 24 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
| $148M | -$5.97M | 1 | 6.34% | Reduced |
|
| 25 |
First Trust Advisors
Wheaton,
Illinois
| $146M | +$15.5M | 11 | 0.17% | Increased |
|