# Portfolio overlap — CFGIX vs PXDIX

Comparing **Cromwell Foresight Global Infrastructure Fund** (2026-03-31) and **Impax Global Sustainable Infrastructure Fund** (2025-12-31).

- Shared positions: 10
- Cromwell Foresight Global Infrastructure Fund covered by Impax Global Sustainable Infrastructure Fund: 0.2328949350232095576006950179
- Impax Global Sustainable Infrastructure Fund covered by Cromwell Foresight Global Infrastructure Fund: 0.2328949350232095576006950179

## 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 |  |

## Impax Global Sustainable Infrastructure Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| WASTE CONNECTIONS INC | 0.040401 |  |
| IBERDROLA SA | 0.040125 |  |
| UNION PACIFIC CORP | 0.038074 |  |
| AMERICAN WATER WRKS COMPANY | 0.036588 | ✓ |
| TELE2 AB-B SHS | 0.036407 |  |
| KEPPEL DC REIT | 0.035232 |  |
| NEXTERA ENERGY INC | 0.034691 |  |
| DIGITAL REALTY TRUST INC | 0.034185 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.031954 |  |
| SSE PLC | 0.031232 | ✓ |
| WASTE MANAGEMENT INC | 0.031169 |  |
| VEOLIA ENVIRONNE | 0.030492 |  |
| WELLTOWER INC | 0.030476 |  |
| NATIONAL GRID PL | 0.030027 | ✓ |
| ELIA GROUP SA/NV | 0.027377 | ✓ |
| VODACOM GROUP | 0.026824 |  |
| HYDRO ONE LTD | 0.026175 | ✓ |
| OTIS WORLDWIDE CORP | 0.024920 |  |
| SIEMENS ENERGY AG | 0.024892 |  |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.024867 |  |
| CLEAN HARBORS INC | 0.024766 |  |
| LINDE PLC | 0.022963 |  |
| NORTHLAND POWER | 0.021102 | ✓ |
| CHEMED CORP | 0.021089 |  |
| SEVERN TRENT | 0.020899 | ✓ |
| SABESP(CIA SANEAM BASIC)SP ADR | 0.020675 |  |
| KDDI Corporation | 0.020500 |  |
| ELISA OYJ | 0.020268 |  |
| AMERICAN TOWER CORP | 0.019918 | ✓ |
| TETRA TECH INC | 0.019155 |  |
| AECOM | 0.018433 |  |
| CANADIAN PACIFIC KANSAS CITY LTD | 0.017850 | ✓ |
| SCHNEIDER ELECTR | 0.017439 |  |
| HANNOVER RUECK S | 0.015907 |  |
| CHINA LONGYUAN-H | 0.014970 |  |
| MICROSOFT CORP | 0.014912 |  |
| TRANE TECHNOLOGIES PLC | 0.011524 |  |
| JPMorgan U.S. Treasury Plus Money Market Fund, Class IM | 0.010779 |  |
| INFINEON TECH | 0.010569 |  |
| DELTA ELEC | 0.010036 |  |
| KPN (KONIN) NV | 0.010035 |  |
| FX Forward Contract: CAD/USD SETTLE 2026-03-18 | 0.000103 |  |
| FX Spot Contract: EUR/USD SETTLE 2026-01-05 | 0.000000 |  |
| INDIA RUPEE | 0.000000 |  |


## 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 `0002071691-26-002980` (as of 2025-12-31)
  <https://www.sec.gov/Archives/edgar/data/76721/000207169126002980/0002071691-26-002980-index.htm>

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