Portfolio

A global, diversified portfolio of high quality infrastructure assets

Pantheon Infrastructure Plc provides exposure to a global, diversified portfolio of high-quality, infrastructure assets through direct co-investments in assets with strong defensive characteristics and sustainability credentials, with a focus on sectors benefitting from long-term growth drivers, including digital infrastructure, power and utilities, transportation and logistics, renewables and energy efficiency, and social infrastructure.

As of June 2026, the Company had made commitments to a portfolio of 15 infrastructure assets across both North America and Europe and covering a number of target subsectors. Click on the tiles below to read more about each of the assets in the portfolio – or click here to read full details on the current portfolio breakdown in the latest results and accounts.

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Description and investment rationale

Terra-Gen is one of the US’ leading renewables platforms, operating approximately 4 GW of utility-scale solar, wind and battery storage capacity to support the electrification and decarbonisation of the US power grid. The company has contracted with more than 30 customers including utilities and power co-operatives under long-term power purchase agreements. With an average remaining contract life of approximately 11 years across the operating portfolio and a 15+ GW development pipeline primarily in California, Texas and New York, the platform offers stable, inflation-linked cash flows.

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Description and investment rationale

IPX Power is an independent power producer that develops and operates utility-scale and industrial power infrastructure in the United States, delivering affordable, reliable clean power to utilities and other customers. IPX was carved out from Intersect Power following the sale of Intersect to Google. The company owns a large portfolio of clean energy assets across California and Texas, consisting of 4.4 GW of solar PV and 8.8 GWh of battery storage in construction or operation, and a multi-gigawatt pipeline of projects in various stages of development.

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Description and investment rationale

Zenobē is a battery storage and electric vehicle fleet specialist, providing essential infrastructure that contributes to international power and transport sector decarbonisation targets. In addition to providing electrification solutions for vehicle fleet owners, its batteries help balance the supply of renewable energy on the grid. At the end of their lifecycle Zenobē repurposes the batteries for further use, thus contributing to the building of a circular economy. The company has over 1GW of battery storage assets either in operation or under construction, and has provided bus operators with c.2,000 electric vehicles under a leasing structure.

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Description and investment rationale

GlobalConnect is a digital infrastructure company with the most extensive fibre network across the Nordics. The Company serves B2C and B2B customers across three complementary business segments: Fibre-To-The-Home, Fibre-To-The-Business (“FTTB”) and Hyperscalers (large cloud providers), operators (including Mobile Network Operators) and data centres. GlobalConnect has a large and diverse network across the Nordics and Germany consisting of 244,000km of fibre cables, 1,100,000 total homes passed, over 900,000 total homes connected and c.35,000 sqm data centre space.

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Description and investment rationale

GD Towers is one of the largest independent tower and telecommunications infrastructure operators in Western Europe with a portfolio of c.40,000 sites (at the time of announcement) across Germany and Austria, that provide the infrastructure for mobile network operators to offer telecoms services to end-customers.

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Description and investment rationale

NBI is a Fibre-to-the-Premises network developer and operator working with the Irish government to support the rollout of the National Broadband Plan. This programme seeks to connect every premises in the country to high-speed broadband by 2027 and is the biggest investment in rural Ireland since electrification.

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Description and investment rationale

Fudura is a Dutch market leading business-to-business owner and provider of medium-voltage electricity infrastructure, with a focus on transformers, metering devices and related data services. Fudura is active in offering services to companies seeking solutions for energy efficiency, security of energy supply and CO2 neutrality. Fudura currently has approximately 25,000 business customers, being a combination of larger companies, public institutions such as hospitals, and small-medium sized enterprises.

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Description and investment rationale

Vantage is one of the leading providers of wholesale data centre infrastructure to large enterprises and hyperscale cloud providers. The company’s North American business has data centre campuses in Santa Clara, Quincy, Ashburn, Phoenix, Montreal and Quebec City, with a focus on the hyperscale business segment that offers a resilient commercial profile given long contract durations, limited historical customer churn, and customers with investment grade credit quality.

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Description and investment rationale

Constellation Energy Corporation is the largest private-sector power producer in the world and the largest nuclear energy producer in the US. With 55 GW of capacity across nuclear, natural gas, oil, geothermal, hydro, wind, and solar facilities, its fleet has the generating capacity to power the equivalent of 27 million homes, providing about 10% of the nation’s clean energy.

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