Fund HoldingsATLAS Infrastructure Partners (UK) Ltd.

Total Portfolio Value
$1.99B
Total Bought
$460.74M
Total Sold
$326.80M
Net Transaction
+$133.94M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
PINNACLE WEST CAP CORP(PNW)3,091,8934,461,243+1,369,350277,219395,71219.84%+118,493
EMERA INC(EMA)3,658,0415,875,152+2,217,111175,440289,29214.51%+113,853
UNION PAC CORP(UNP)515,643910,022+394,379121,883210,50610.55%+88,624
PG&E CORP(PCG)10,195,51214,125,385+3,929,873153,748226,99511.38%+73,247
H2O AMERICA(HTO)0584,080+584,080028,6141.43%+28,614
PUBLIC SVC ENTERPRISE GRP IN(PEG)2,567,7242,914,632+346,908214,302234,04511.74%+19,743
CONSOLIDATED EDISON INC(ED)2,626,7602,841,409+214,649264,042282,20914.15%+18,167
EDISON INTL(EIX)4,294,7443,898,924-395,820237,413234,01311.73%-3,400
PORTLAND GEN ELEC CO(POR)4,382,4921,938,334-2,444,158192,83093,0214.66%-99,809
EXELON CORP(EXC)4,967,4870-4,967,487223,5870-223,587
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