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Atlas Infrastructure Partners (Uk) Ltd

Portfolio Manager
Atlas Infrastructure Partners (uk) LTD
Performance
+10.44% (2026 Q1)
AUM (13F)
$2.84B
# of Holdings
9
Performance Rank
Allocation (Top 20)
99.99%

Atlas Infrastructure Partners (Uk) Ltd Holdings Map

Top 9 Atlas Infrastructure Partners (Uk) Ltd Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PNW
PINNACLE WEST CAP CORP
18%5.07M$511.2M
+13.74%(+613.17K)
2025-Q1: 2.79M shares2025-Q2: 2.86M shares2025-Q3: 3.09M shares2025-Q4: 4.46M shares2026-Q1: 5.07M shares
$87.69(+12.21%)
2026-03-31
EMA
EMERA INC
16.38%8.97M$465.1M
+52.63%(+3.09M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 3.66M shares2025-Q4: 5.88M shares2026-Q1: 8.97M shares
$48.58(+6.27%)
2026-03-31
ED
CONSOLIDATED EDISON INC
12.15%3.05M$344.9M
+7.25%(+206.11K)
2025-Q1: 2.30M shares2025-Q2: 2.41M shares2025-Q3: 2.63M shares2025-Q4: 2.84M shares2026-Q1: 3.05M shares
$99.53(+5.85%)
2026-03-31
PEG
PUBLIC SVC ENTERPRISE GROUP
11.52%4.04M$327.2M
+38.70%(+1.13M)
2025-Q1: 0 shares2025-Q2: 726.7K shares2025-Q3: 2.57M shares2025-Q4: 2.91M shares2026-Q1: 4.04M shares
$82.60(-7.45%)
2026-03-31
EIX
EDISON INTL
9.38%3.64M$266.5M
-6.61%(-257.78K)
2025-Q1: 4.40M shares2025-Q2: 4.29M shares2025-Q3: 4.29M shares2025-Q4: 3.90M shares2026-Q1: 3.64M shares
$67.88(+1.88%)
2026-03-31
HTO
H2O AMERICA
9.36%4.53M$265.9M
+675.94%(+3.95M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 584.1K shares2026-Q1: 4.53M shares
$53.19(+3.86%)
2026-03-31
UNP
UNION PAC CORP
8.68%1.02M$246.4M
+11.62%(+105.71K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 515.6K shares2025-Q4: 910.0K shares2026-Q1: 1.02M shares
$233.86(+15.70%)
2026-03-31
PCG
PG&E CORP
8.25%13.34M$234.4M
-5.56%(-785.29K)
2025-Q1: 10.43M shares2025-Q2: 10.16M shares2025-Q3: 10.20M shares2025-Q4: 14.13M shares2026-Q1: 13.34M shares
$17.79(-9.33%)
2026-03-31
SBAC
SBA COMMUNICATIONS CORP
6.27%1.03M$178.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.03M shares
$182.77(+9.22%)
2026-03-31

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