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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Region
Sectors
Announcement date
Announced
May 2022
Committed
£37m
Region
North America
Sector
Power and Utilities
Sponsor
Vauban Infrastructure Partners
Description and investment rationale
Cartier comprises eight district energy systems located across the Northeast, Mid-Atlantic, and Midwest of the US – Detroit Thermal Energy in Michigan; Montclair State University in New Jersey; Hartford Steam and Fuel Cell, Midtown Thermal in Atlantic City, New Jersey; Wilmington District Energy and Dover Energy in Delaware; and Industrial District Energy Assets in New Jersey and Massachusetts. It provides diversified energy services such as heat (steam, hot water), cooling (chilled water) and electricity to around 190 buildings across the higher education, healthcare, commercial, manufacturing, hospitality, government, and retail sectors.
These energy services offer a reliable, sustainable and cost-efficient solution to customers located in communities with high delivered-energy prices. District energy systems are also sustainable, resilient and energy efficient, and can be more environmentally friendly compared to conventional on-site energy systems due to the aggregation of diverse load profiles and economies of scale.
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Announced
April 2022
Committed
£23m
Region
North America
Sector
Digital Infrastructure
Sponsor
DigitalBridge
Description and investment rationale
Vertical Bridge is the largest private owner and operator of tower and wireless communication infrastructure in the US, with a portfolio of more than 17,000 towers and 500,000 total sites. Its portfolio, which spreads across all 50 states and in Puerto Rico, includes towers, rooftops, billboards, utility attachments and other locations that support wireless network connectivity. The company is certified as carbon neutral, becoming in 2020 the world’s first tower company to achieve net-zero emissions.
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Announced
March 2022
Committed
£22m
Region
Europe
Sector
Digital Infrastructure
Sponsor
Stonepeak
Description and investment rationale
Delta Fiber provides broadband internet access to nearly one million homes as well as additional telecom services (TV, fixed and mobile telephony) through its fibre-based network infrastructure of circa 50,000 km. It is an established player in its home market in the Netherlands and is well positioned to capitalise on an accelerated fibre roll out programme, with an ambition to reach a footprint of two million fibre connections by 2025. This broadband is more sustainable and energy efficient than legacy networks, with approximately 40-60% lower energy consumption.
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Announced
March 2022
Committed
£40m
Region
Europe
Sector
Power and Utilities
Sponsor
Macquarie Asset Management
Description and investment rationale
National Gas owns and operates the UK’s regulated national gas transmission system and an independent gas metering business. The 7,660-kilometre transmission system plays a critical role in the UK energy landscape, reliably transporting the gas needed to heat homes and power industry and electricity generation. The consortium intends to support the UK Government’s commitment toward Net Zero by 2050 by facilitating the shift toward low carbon heating.
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Announced
March 2022
Committed
£21m
Region
North America
Sector
Digital Infrastructure
Sponsor
KKR
Description and investment rationale
CyrusOne specializes in the design, construction and operation of mission-critical facilities that ensure the continued operation of IT infrastructure for approximately 1,000 customers, including approximately 200 Fortune 1000 companies. Growth in data usage continues to drive data centre demand. In particular, the hyperscale segment represents a strong growth opportunity due to increasing cloud adoption and increasingly data-heavy technologies, such as 5G, AI, gaming and video streaming.
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Announced
March 2022
Committed
£36m
Region
Europe
Sector
Transport and Logistics
Sponsor
Apollo
Description and investment rationale
Primafrio is a specialist market leader in cold chain warehousing, transport and supply-chain management, providing essential export and import operations of fruits and vegetables. The company has a pan-European presence and benefits from a number of strategic partnerships and established, long-term client relationships across the continent. Importantly, it also has a dedicated Research and Development and ESG team focused on several sustainability initiatives, including working towards a 2030 net zero emissions strategy.
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