← 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
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$252M +$8.4M 6 0.18% Increased
52
Franklin Resources
Franklin Resources
California
$243M -$5.97M 4 0.13% Reduced
53
NSLI
Nan Shan Life Insurance
Taiwan
$243M -$19.2M 4 4.78% Reduced
54
Security Capital Research & Management
Security Capital Research & Management
Illinois
$241M +$28.5M 3 9.77% Increased
55
ACM
AEW Capital Management
Massachusetts
$223M -$111M 3 6.35% Reduced
56
Alkeon Capital Management
Alkeon Capital Management
New York
$222M +$5.02M 1 1.11% Increased
57
USS Investment Management
USS Investment Management
United Kingdom
$208M -$49.3M 1 2.34% Reduced
58
Sarasin & Partners
Sarasin & Partners
United Kingdom
$201M +$5.46M 1 3.87% Increased
59
Citadel Advisors
Citadel Advisors
Florida
$199M +$36.1M 9 0.1% Increased
60
Millennium Management
Millennium Management
New York
$199M +$89.6M 6 0.3% Increased
61
BAMCO Inc
BAMCO Inc
New York
$197M +$23.5M 2 0.83% Increased
62
RC
Rivulet Capital
New Jersey
$194M -$6.11M 1 18.26% Reduced
63
Aviva
Aviva
United Kingdom
$191M -$3.13M 5 1.28% Reduced
64
Farallon Capital Management
Farallon Capital Management
California
$189M -$283M 1 1.42% Reduced
65
Russell Investments Group
Russell Investments Group
United Kingdom
$183M -$5.09M 8 0.34% Reduced
66
Raymond James & Associates
Raymond James & Associates
Florida
$183M +$3.19M 6 0.28% Increased
67
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$178M -$3.09M 7 0.15% Reduced
68
Canada Life
Canada Life
Manitoba, Canada
$177M +$1.64M 6 0.47% Increased
69
Brookfield Corp
Brookfield Corp
Ontario, Canada
$176M -$54.6M 3 0.74% Reduced
70
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$172M +$21.7M 3 2.59% Increased
71
Stifel Financial
Stifel Financial
Missouri
$172M +$5.69M 7 0.49% Increased
72
Epoch Investment Partners
Epoch Investment Partners
New York
$168M -$7.39M 1 0.73% Reduced
73
Barclays
Barclays
United Kingdom
$167M -$9.29M 9 0.12% Reduced
74
1832 Asset Management
1832 Asset Management
Ontario, Canada
$166M +$1.37M 2 0.57% Increased
75
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$166M +$2.51M 6 0.21% Increased