← 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
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$421M -$118M 2 0.14% Reduced
52
Swiss National Bank
Swiss National Bank
Switzerland
$420M -$20.1M 5 0.25% Reduced
53
ClearBridge Investments
ClearBridge Investments
New York
$404M -$168M 2 0.32% Reduced
54
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$390M +$27.3M 3 0.63% Increased
55
Aberdeen Group
Aberdeen Group
United Kingdom
$383M -$852K 4 0.59% Reduced
56
Balyasny Asset Management
Balyasny Asset Management
Illinois
$380M +$191M 8 0.48% Increased
57
AQR Capital Management
AQR Capital Management
Connecticut
$363M +$129M 5 0.19% Increased
58
National Pension Service
National Pension Service
South Korea
$359M -$62.3M 3 0.27% Reduced
59
STT
Singapore Technologies Telemedia
Singapore
$343M $0 1 100% Maintained
60
Canada Life
Canada Life
Manitoba, Canada
$338M -$39.9M 3 0.59% Reduced
61
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$327M -$44.7M 3 0.55% Reduced
62
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$325M +$98.5M 10 0.15% Increased
63
Sachem Head Capital Management
Sachem Head Capital Management
New York
$325M +$99.8M 1 7.61% Increased
64
Raymond James Financial
Raymond James Financial
Florida
$315M -$17.5M 5 0.1% Reduced
65
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$315M +$164M 4 0.36% Increased
66
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$314M -$15M 3 0.24% Reduced
67
Two Sigma Investments
Two Sigma Investments
New York
$313M +$265M 7 0.44% Increased
68
Lasalle Investment Management Securities
Lasalle Investment Management Securities
Maryland
$307M -$22.6M 2 12.3% Reduced
69
Millennium Management
Millennium Management
New York
$305M +$182M 10 0.13% Increased
70
National Bank of Canada
National Bank of Canada
Quebec, Canada
$302M -$114M 6 0.27% Reduced
71
Nomura Asset Management International
Nomura Asset Management International
Pennsylvania
$295M +$306M 4 0.45% New
72
Asset Management One
Asset Management One
Japan
$292M +$546K 4 0.81% Increased
73
California Public Employees Retirement System
California Public Employees Retirement System
California
$292M -$12M 4 0.17% Reduced
74
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
$290M +$85M 7 0.43% Increased
75
Natixis
Natixis
France
$287M +$171M 3 1.02% Increased