ESG at the Core: Caring for Society
We strive to make a positive impact on the world around us. Every investment decision we make is rooted in a dual mandate: to deliver financial resilience and to accelerate the global transition to a low-carbon, equitable economy.
We integrate ESG factors holistically—from due diligence to exit—leveraging proprietary AI-driven analytics, satellite-enabled impact verification, and science-based targets aligned with the Paris Agreement and UN Sustainable Development Goals (SDGs).
Insights
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The Global Neocloud Top 20: A 2026 Deep-Dive Comparative Study
Plugin Capital Research : 30 September 2026 Primary sources first: SEC 10-Q / 10-K / 6-K filings, company investor-relations releases, official pricing pages. Secondary sources are flagged as not primary or to be verified. Fiscal-year note: CoreWeave and Nebius report on calendar quarters; IREN, Hut 8 and Applied Digital use…
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From Innovation to Imperative: Why Modular Containerized Data Centers Are the Default AI Infrastructure Play
Plugin Capital Research, August 7, 2026 The question for AI infrastructure investors is no longer “Will modular containerized data centers win?” — they have won. The question is: who captures the value as the world’s most consequential infrastructure cycle unfolds in factory-built 20-foot boxes? I. A New Kind of Bottleneck…
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How much would it cost to build a GW-level Vera Rubin data center?
U.S. Semiconductors, June 8th, 2026 How much would it cost to build a GW-level Vera Rubin data center? Based on discussions with a range of industry experts, supply-chain research, and third-party data on off-cabinet costs—including land and physical infrastructure—we have updated our calculations of the economic viability of cabinet-level AI…
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