
What smart money is saying about Infratil
1 fund in our archive has pitched Infratil — most recently Guinness Global Real Assets Fund in June 2026.
Based in Wellington, New Zealand, Infratil Limited, established in 1994, is an investment company that acquires and manages infrastructure assets across diverse geographies, including New Zealand, Australia, the United States, Asia, the United Kingdom, and Europe. The company plays a significant role in the energy sector, supplying electricity to commercial and industrial clients, and developing, owning, and generating renewable power. This includes the establishment of utility-scale wind and solar generation projects, notably across North America, alongside solar PV energy solutions and battery storage. Its operations encompass 27 hydroelectric power stations with a total installed capacity of 498 MW. In the digital realm, Infratil delivers outsourced data center services to both governmental and private enterprises, in addition to developing and operating its own data centers. It also offers telecommunications services, such as mobile subscriptions, broadband connectivity, and television access. Beyond these, its portfolio extends to the ownership and management of commercial real estate holdings, the operation of retirement living facilities, the running of an airport, and the provision of financial services. Within the healthcare sector, Infratil provides advanced diagnostic imaging services, including x-rays, ultrasound, CT scans, PET scans, and MRIs, which are crucial for the prevention, accurate diagnosis, and treatment of a broad spectrum of health conditions, encompassing cardiovascular, musculoskeletal, respiratory, neurological, kidney, gastrointestinal issues, and various forms of cancer.
Position history
Between Q2 2026 and Q3 2026, 1 fund letter reported a position in Infratil, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 0 | 0 | 0 | 1 |
Fund activity · 1 position
- July 2026
Listed in Guinness Global Real Assets Fund’s reported holdings.
Read the letterInfratil
Fund coverage · 1 thesis
- Guinness Global Real Assets FundJune 2026
Infratil benefits from CDC Data Centres' landmark 555MW contract, which expands contracted capacity beyond 1GW and supports long-term AI-driven growth.
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