← 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
USS Investment Management
USS Investment Management
United Kingdom
$205M -$40.9M 1 2.52% Reduced
52
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$202M +$5.28M 6 0.16% Increased
53
California Public Employees Retirement System
California Public Employees Retirement System
California
$200M +$50.1M 8 0.28% Increased
54
Franklin Resources
Franklin Resources
California
$199M -$129M 4 0.12% Reduced
55
Brookfield Corp
Brookfield Corp
Ontario, Canada
$198M +$23.2M 2 0.98% Increased
56
Security Capital Research & Management
Security Capital Research & Management
Illinois
$176M +$46.7M 2 6.97% Increased
57
AllianceBernstein
AllianceBernstein
Tennessee
$176M +$1.55M 6 0.13% Increased
58
Alkeon Capital Management
Alkeon Capital Management
New York
$168M +$14M 1 1.09% Increased
59
Asset Management One
Asset Management One
Japan
$167M -$4.91M 5 0.4% Reduced
60
STT
Singapore Technologies Telemedia
Singapore
$166M $0 1 100% Maintained
61
Aviva
Aviva
United Kingdom
$164M -$46.8M 5 1.23% Reduced
62
Raymond James & Associates
Raymond James & Associates
Florida
$163M -$4.62M 6 0.28% Reduced
63
Russell Investments Group
Russell Investments Group
United Kingdom
$163M +$4.31M 8 0.37% Increased
64
Epoch Investment Partners
Epoch Investment Partners
New York
$160M -$5.35M 1 0.74% Reduced
65
SA
SPO Advisory
California
$158M -$269M 1 7.48% Reduced
66
RC
Rivulet Capital
New Jersey
$157M +$64.7M 1 16.2% Increased
67
Canada Life
Canada Life
Manitoba, Canada
$154M +$22.2M 6 0.44% Increased
68
Barclays
Barclays
United Kingdom
$154M -$22.2M 8 0.12% Reduced
69
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$153M -$6.63M 7 0.15% Reduced
70
Sarasin & Partners
Sarasin & Partners
United Kingdom
$152M -$1.41M 1 3.3% Reduced
71
Confluence Investment Management
Confluence Investment Management
Missouri
$151M +$2.56M 3 2.84% Increased
72
Stifel Financial
Stifel Financial
Missouri
$149M +$53.9M 6 0.48% Increased
73
Credit Suisse
Credit Suisse
Switzerland
$149M -$4.74M 7 0.15% Reduced
74
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$140M +$19.4M 1 2.25% Increased
75
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$138M +$1.06M 2 2.32% Increased