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
| $1.42B | +$5.75M | 2 | 0.78% | Increased |
|
| 2 |
BlackRock
New York
| $1.06B | -$33.2M | 8 | 0.03% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $1.01B | -$22.7M | 10 | 0.05% | Reduced |
|
| 4 |
Vanguard Group
Malvern,
Pennsylvania
| $808M | +$33.6M | 8 | 0.02% | Increased |
|
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
| $806M | -$47.2M | 2 | 0.98% | Reduced |
|
| 6 |
Morgan Stanley
New York
| $503M | -$203M | 13 | 0.05% | Reduced |
|
| 7 |
Dimensional Fund Advisors
Austin,
Texas
| $465M | +$18.6M | 3 | 0.15% | Increased |
|
| 8 |
Acadian Asset Management
Boston,
Massachusetts
| $440M | -$24M | 3 | 1.81% | Reduced |
|
| 9 |
Fidelity Investments
Boston,
Massachusetts
| $407M | +$41.3M | 6 | 0.03% | Increased |
|
| 10 |
Bank of America
Charlotte,
North Carolina
| $366M | -$158M | 9 | 0.04% | Reduced |
|
| 11 |
Boston Partners
Boston,
Massachusetts
| $361M | +$35.3M | 1 | 0.49% | Increased |
|
| 12 |
Goldman Sachs
New York
| $327M | -$95.6M | 9 | 0.07% | Reduced |
|
| 13 |
Wellington Management Group
Boston,
Massachusetts
| $322M | -$13M | 4 | 0.06% | Reduced |
|
| 14 |
Lazard Asset Management
New York
| $245M | -$27.2M | 2 | 0.3% | Reduced |
|
| 15 |
Altshuler Shaham
Tel Aviv,
Israel
| $226M | +$1.66M | 1 | 3.97% | Increased |
|
| 16 |
Putnam Investments
Boston,
Massachusetts
| $225M | -$2.65M | 1 | 0.33% | Reduced |
|
| 17 |
Franklin Resources
San Mateo,
California
| $224M | +$16.2M | 2 | 0.11% | Increased |
|
| 18 |
PFCS
Pale Fire Capital SE
Prague,
Czech Republic
| $223M | +$234M | 1 | 16.21% | New |
|
| 19 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| $222M | -$19.9M | 1 | 0.15% | Reduced |
|
| 20 |
Citigroup
New York
| $210M | +$168M | 7 | 0.14% | Increased |
|
| 21 |
Two Sigma Advisers
New York
| $207M | -$46.9M | 2 | 0.53% | Reduced |
|
| 22 |
Norges Bank
Oslo,
Norway
| $199M | -$5.46M | 4 | 0.04% | Reduced |
|
| 23 |
Citadel Advisors
Miami,
Florida
| $176M | +$16.3M | 7 | 0.04% | Increased |
|
| 24 |
T. Rowe Price Associates
Baltimore,
Maryland
| $173M | +$17.4M | 6 | 0.02% | Increased |
|
| 25 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
| $145M | -$2.47M | 1 | 5.57% | Reduced |
|