Titelia

Holdings of Cromwell Foresight Global Infrastructure Fund

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Net assets
52.8M $ including 51.3M $ in equities, 97.2 %
Positions
35 in 10 countries
Top ten
40.6 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Equinix Inc 2,5472.5M $4.73 %
2National Grid PLC 141,3762.4M $4.50 %
3Infratil Ltd 343,5962.3M $4.36 %
4Boralex Inc 84,5322.2M $4.20 %
5Cellnex Telecom SA 67,1992.2M $4.08 %
6Clearway Energy Inc 54,1792.1M $4.03 %
7Digital Realty Trust Inc 11,2442M $3.84 %
8BROOKFIELD RENEWABLE PARTNERS LP 61,6312M $3.80 %
9Transurban Group 198,7401.9M $3.65 %
10Northland Power Inc 108,3301.8M $3.43 %
11American Tower Corp 9,6011.7M $3.14 %
12SSE PLC 47,3721.6M $3.09 %
13Elia Group SA/NV 10,6391.6M $3.09 %
14Exelon Corp 31,7781.6M $2.95 %
15Ventas Inc 18,3541.5M $2.84 %
163I INFRASTRUCTURE PLC /GBP/ 330,3691.5M $2.77 %
17Terna - Rete Elettrica Nazionale 127,5671.5M $2.76 %
18Healthpeak Properties Inc 81,9791.3M $2.55 %
19Canadian National Railway Co 13,0061.3M $2.53 %
20Severn Trent PLC 32,6111.3M $2.52 %
21Canadian Pacific Kansas City Ltd 16,3591.3M $2.43 %
22Chartwell Retirement Residences 83,6481.2M $2.28 %
23Grenergy Renovables SA 8,9821.2M $2.26 %
24GREENCOAT UK WIND PLC 912,8461.2M $2.21 %
25Infrastrutture Wireless Italiane SpA 146,3821.2M $2.21 %
26RENEWABLES INFRA. GRP. LT 1,300,9261.1M $2.09 %
27INTERNATIONAL PUBLIC PART 641,8981.1M $2.06 %
28American Water Works Co Inc 7,9311.1M $2.04 %
29Chorus Ltd 197,4961.1M $2.01 %
30Cordiant Digital Infrastructure Limited 773,7431M $1.96 %
31Crown Castle Inc 12,5651M $1.94 %
32Easterly Government Properties Inc 38,561826.4K $1.57 %
33Primary Health Properties PLC 599,765718.5K $1.36 %
34Hydro One Ltd 12,708523.1K $0.99 %
35Sequoia Economic Infrastructure Income Fund Ltd 466,451472.2K $0.89 %

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Sector breakdown

  • Real estate 17.0 %
  • Utilities 13.0 %
  • Industrials 2.6 %
  • Unattributed 67.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 30.5 %
  • GBP 24.1 %
  • CAD 20.2 %
  • EUR 14.8 %
  • NZD 6.5 %
  • AUD 3.8 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 30.5 %
  • Canada 20.2 %
  • United Kingdom 15.0 %
  • Spain 6.5 %
  • Guernsey 6.3 %
  • Australia 5.8 %
  • Italy 5.1 %
  • New Zealand 4.5 %
  • Belgium 3.2 %
  • Jersey 2.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States1015.6M $30.50 %
2Canada710.4M $20.24 %
3United Kingdom67.7M $15.02 %
4Spain23.3M $6.52 %
5Guernsey33.2M $6.28 %
6Australia23M $5.82 %
7Italy22.6M $5.11 %
8New Zealand12.3M $4.48 %
9Belgium11.6M $3.18 %
10Jersey11.5M $2.85 %
Cite this page

Titelia. "Holdings of Cromwell Foresight Global Infrastructure Fund". https://titelia.com/en/funds/S000079359