CFGVX Mutual Fund

Showing 10 of 36 holdings(as of Mar 31, 2026)Top 10 Weight: 40.62%
#TickerNameWeightSharesMkt ValueShare ChgSectorIndustry
1EQIXEquinix Inc. Real Estate Investment Trust4.73%2,547$2.50M••••••••••••••••••••••
2NG:LNNational Grid Plc4.50%141,376$2.38M••••••••••••••••••••••
3IFT:AUInfratil Ltd4.36%343,596$2.30M••••••••••••••••••••••
4BLX:CABoralex Inc., Class ''A''4.20%84,532$2.22M••••••••••••••••••••••
5CLNX:MACellnex Telecom Sa4.08%67,199$2.15M••••••••••••••••••••••
6CWENClearway Energy, Inc., Class C4.03%54,179$2.13M••••••••••••••••••••••
7DLRDigital Realty Trust Inc.3.84%11,244$2.03M••••••••••••••••••••••
8BEP:CABrookfield Renewable Partners Lp3.80%61,631$2.00M••••••••••••••••••••••
9TCL:AUTransurban Group Placement 30Sep20213.65%198,740$1.92M••••••••••••••••••••••
10NPI:CANorthland Power Inc3.43%108,330$1.81M••••••••••••••••••••••
Want to see all 36 holdings?View All HoldingsPRO

Top Holdings Themes

Cloud ComputingInternet & DigitalNetworking InfrastructureConnectors & InterconnectsCybersecurityManufacturingConstruction TechInfrastructureValue RetailConsumer SpendingClean EnergyClimate SolutionsEnergy TransitionEnergy SecurityData & Analytics

CFGVX Mutual Fund Top Holdings

CFGVX holdings top 10 positions. The top 10 holdings account for 40.6% of the fund, led by Equinix Inc. Real Estate Investment Trust at 4.7%, National Grid Plc at 4.5%, Infratil Ltd at 4.4%.

CFGVX portfolio concentration is moderate, with the top 10 representing 40.6% of total assets. The largest sector exposure is Unknown at 45.1%.

CFGVX sector allocation provides a detailed breakdown. CFGVX overlap tool shows how holdings compare to other funds in your portfolio.