Q1 2019 Holdings
Filed 2019-05-07 | 18 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $175.9K | 8,851,602 | 14.7% |
| Williams COS Inc del(WMB) | COM | 969457100 | $122.0K | 4,307,044 | 10.2% |
| Nisource Inc(NI) | COM | 65473P105 | $104.3K | 3,753,438 | 8.7% |
| Atmos Energy Corp(ATO) | COM | 049560105 | $89.4K | 873,464 | 7.5% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $86.6K | 688,483 | 7.2% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $83.0K | 291,562 | 6.9% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $78.9K | 474,916 | 6.6% |
| Sempra Energy(SRE) | COM | 816851109 | $76.8K | 599,856 | 6.4% |
| PG&E Corp(PCG) | COM | 69331C108 | $70.1K | 3,110,849 | 5.9% |
| Ishares TR(INDA) | MSCI INDIA ETF | 46429B598 | $61.4K | 1,728,981 | 5.1% |
| SBA Communications Corp(SBAC) | CL A | 78410G104 | $54.5K | 267,590 | 4.6% |
| Edison International(EIX) | COM | 281020107 | $45.3K | 710,276 | 3.8% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADR | 874039100 | $44.2K | 1,008,048 | 3.7% |
| CMS Energy Corp(CMS) | COM | 125896100 | $30.0K | 539,248 | 2.5% |
| SJW Corp(HTO) | COM | 784305104 | $27.8K | 447,560 | 2.3% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $20.0K | 279,041 | 1.7% |
| KT Corp ADR(KT) | SPONSORED ADR | 48268K101 | $14.6K | 1,211,166 | 1.2% |
| Infosys LTD(INFY) | SPONSORED ADR | 456788108 | $11.0K | 1,025,072 | 0.9% |