← All themes Data Centers & Digital Infrastructure

Interconnect & Colocation

Colocation and interconnect providers rent space, power, and direct network connections to tenants who do not want to build their own facilities. Their value comes from the density of networks meeting in one building.

19 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
51
Epoch Investment Partners
Epoch Investment Partners
New York
$134M +$141M 1 0.5% New
52
Legal & General Group
Legal & General Group
United Kingdom
$130M +$1.49M 5 0.15% Increased
53
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$128M -$21.9M 2 0.06% Reduced
54
Guggenheim Capital
Guggenheim Capital
Illinois
$128M +$27.2M 5 0.3% Increased
55
SF
Schooner Foundation
Massachusetts
$123M $0 1 100% Maintained
56
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$119M -$22.5M 4 0.08% Reduced
57
OppenheimerFunds
OppenheimerFunds
New York
$115M +$26.4M 1 0.13% Increased
58
First Trust Advisors
First Trust Advisors
Illinois
$112M -$4.04M 5 0.33% Reduced
59
EC
Eminence Capital
New York
$107M +$17.2M 1 1.66% Increased
60
PGGM Investments
PGGM Investments
Netherlands
$101M +$8.38M 1 0.48% Increased
61
Wells Fargo
Wells Fargo
California
$99.8M -$993K 5 0.04% Reduced
62
HCM
Hitchwood Capital Management
New York
$99M +$28.3M 1 5.28% Increased
63
Russell Frank Company
Russell Frank Company
Washington
$97.5M -$22.7M 5 0.18% Reduced
64
Lazard Asset Management
Lazard Asset Management
New York
$96M -$9.31M 4 0.21% Reduced
65
Wasatch Advisors
Wasatch Advisors
Utah
$94.6M -$52.6M 1 0.98% Reduced
66
Jennison Associates
Jennison Associates
New York
$93.2M +$58.5M 2 0.09% Increased
67
Miller Howard Investments
Miller Howard Investments
New York
$93M -$828K 1 1.4% Reduced
68
Charles Schwab
Charles Schwab
California
$92.5M +$21.3M 4 0.13% Increased
69
Barclays
Barclays
United Kingdom
$89.2M +$1.85M 5 0.1% Increased
70
USS Investment Management
USS Investment Management
United Kingdom
$89.1M +$28.3M 1 1.45% Increased
71
Invesco
Invesco
Georgia
$89M -$103M 5 0.03% Reduced
72
Fidelity International
Fidelity International
Bermuda
$87.5M +$1.67M 1 0.28% Increased
73
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$86.2M +$27.6M 5 0.16% Increased
74
Confluence Investment Management
Confluence Investment Management
Missouri
$81.8M +$1.22M 2 3.09% Increased
75
Citadel Advisors
Citadel Advisors
Florida
$79.6M +$33M 6 0.08% Increased