# Portfolio overlap — CFGIX vs GLIFX

Comparing **Cromwell Foresight Global Infrastructure Fund** (2026-03-31) and **Lazard Global Listed Infrastructure Portfolio** (2026-03-31).

- Shared positions: 10
- Cromwell Foresight Global Infrastructure Fund covered by Lazard Global Listed Infrastructure Portfolio: 0.2570625447003339784909157150
- Lazard Global Listed Infrastructure Portfolio covered by Cromwell Foresight Global Infrastructure Fund: 0.2570625447003339784909157149

## Cromwell Foresight Global Infrastructure Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| EQUINIX INC | 0.047507 |  |
| NATIONAL GRID PL | 0.045242 | ✓ |
| INFRATIL LTD | 0.043763 |  |
| BORALEX INC -A | 0.042231 |  |
| CELLNEX TELECOM | 0.040986 | ✓ |
| CLEARWAY ENERGY INC CL C | 0.040505 |  |
| DIGITAL REALTY TRUST INC | 0.038557 |  |
| Brookfield Renewable Partners LP | 0.038135 |  |
| TRANSURBAN GROUP | 0.036620 | ✓ |
| NORTHLAND POWER | 0.034475 |  |
| AMERICAN TOWER CORP | 0.031529 | ✓ |
| SSE PLC | 0.031045 |  |
| ELIA GROUP SA/NV | 0.030997 |  |
| EXELON CORP | 0.029642 | ✓ |
| VENTAS INC REIT | 0.028561 |  |
| 3I INFRASTRUCTURE PLC | 0.027786 |  |
| TERNA-RETE ELETT | 0.027675 | ✓ |
| HEALTHPEAK PROPERTIES INC | 0.025630 |  |
| CAN NATL RAILWAY | 0.025391 | ✓ |
| SEVERN TRENT | 0.025356 | ✓ |
| CANADIAN PACIFIC KANSAS CITY LTD | 0.024418 |  |
| Short-Term Investment | 0.024193 |  |
| CHARTWELL RETIRE | 0.022948 |  |
| GRENERGY RENOVAB | 0.022675 |  |
| GREENCOAT UK WIND PLC MUTUAL FUND | 0.022219 |  |
| INFRASTRUTTURE W | 0.022158 | ✓ |
| Renewables Infrastructure Group Ltd/The | 0.020947 |  |
| International Public Partnerships Ltd | 0.020649 |  |
| AMERICAN WATER WRKS COMPANY | 0.020538 |  |
| CHORUS LTD | 0.020151 |  |
| Cordiant Digital Infrastructure Ltd/Fund | 0.019695 |  |
| CROWN CASTLE INC | 0.019440 | ✓ |
| EASTERLY GOVERNMENT PROPERTIES INC | 0.015724 |  |
| PRIMARY HEALTH | 0.013673 |  |
| HYDRO ONE LTD | 0.009955 |  |
| Sequoia Economic Infrastructure Income Fund Ltd | 0.008985 |  |

## Lazard Global Listed Infrastructure Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NATIONAL GRID PL | 0.081225 | ✓ |
| VINCI SA | 0.081210 |  |
| SNAM SPA | 0.075307 |  |
| LAZARD GOVT MNY MMKT INS | 0.056638 |  |
| TERNA-RETE ELETT | 0.048254 | ✓ |
| SEVERN TRENT | 0.047184 | ✓ |
| EXELON CORP | 0.046232 | ✓ |
| AMERICAN TOWER CORP | 0.045080 | ✓ |
| CAN NATL RAILWAY | 0.044402 | ✓ |
| CROWN CASTLE INC | 0.043487 | ✓ |
| UNITED UTILITIES | 0.041954 |  |
| CONSOLIDATED EDISON INC | 0.038615 |  |
| FERROVIAL SE | 0.038493 |  |
| CSX CORP | 0.037377 |  |
| POWER ASSETS | 0.036011 |  |
| ITALGAS SPA | 0.029605 |  |
| HERA SPA | 0.027344 |  |
| INFRASTRUTTURE W | 0.026156 | ✓ |
| CK INFRASTRUCTURE HOLDINGS LTD | 0.023439 |  |
| CELLNEX TELECOM | 0.019518 | ✓ |
| ATLAS ARTERIA | 0.016608 |  |
| FRAPORT AG | 0.015670 |  |
| PENNON GRP PLC | 0.015266 |  |
| FLUGHAFEN ZU-REG | 0.015219 |  |
| SES | 0.012334 |  |
| TRANSURBAN GROUP | 0.011111 | ✓ |
| EIFFAGE | 0.010004 |  |
| REN-REDE ENERGET | 0.008181 |  |
| AUCKLAND AIRPORT | 0.004381 |  |
| ZURICH INSURANCE GROUP AG TRS 0.0000% 05-15-2033 | 0.000902 |  |
| PURCHASED UYU / SOLD USD | 0.000587 |  |
| ZOOM COMMUNICATIONS INC CLASS A | 0.000561 |  |
| US DOLLARS | 0.000462 |  |
| US DOLLARS | 0.000386 |  |
| ZAR/USD FWD 20260116 CIBCCATT | 0.000304 |  |
| ZSCALER INC CFD | 0.000280 |  |
| USD P IDR C @16250.00 EO | 0.000214 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-020916` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1872253/000094040026020916/0000940400-26-020916-index.htm>
- N-PORT (fund B) — accession `0001410368-26-054062` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/874964/000141036826054062/0001410368-26-054062-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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