← 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
76	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$149M	-$2.37M	2	6.77%	Reduced
77	CGM Capital Growth Management Boston, Massachusetts	$148M	+$22.8M	3	6.6%	Increased
78	Guggenheim Capital Chicago, Illinois	$146M	+$15.1M	6	0.46%	Increased
79	Resolution Capital Sydney, NSW, Australia	$139M	+$29.9M	3	9.17%	Increased
80	BlackRock Advisors Wilmington, Delaware	$135M	-$12.8M	4	0.14%	Reduced
81	New York State Common Retirement Fund Albany, New York	$135M	+$18.7M	4	0.2%	Increased
82	SF Schooner Foundation Boston, Massachusetts	$134M	-$650K	1	100%	Reduced
83	Security Capital Research & Management Chicago, Illinois	$132M	+$117M	3	4.47%	New
84	Alkeon Capital Management New York	$132M	+$37.6M	1	2.54%	Increased
85	BlackRock New York	$128M	+$23.6M	5	0.19%	Increased
86	GA Geneva Advisors Chicago, Illinois	$127M	+$6.63M	4	2.5%	Increased
87	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$124M	+$9.9M	3	0.27%	Increased
88	Raymond James & Associates St Petersburg, Florida	$123M	-$3.74M	5	0.38%	Reduced
89	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$121M	+$3.6M	4	0.26%	Increased
90	SAM Securian Asset Management St Paul, Minnesota	$118M	+$18.2M	4	3.31%	Increased
91	River Road Asset Management Louisville, Kentucky	$118M	-$20.8M	1	2.51%	Reduced
92	AllianceBernstein Nashville, Tennessee	$118M	+$26.1M	4	0.1%	Increased
93	Miller Howard Investments Kingston, New York	$118M	-$9.08M	1	2.11%	Reduced
94	BlackRock Investment Management Wilmington, Delaware	$116M	+$15M	4	0.15%	Increased
95	Brookfield Corp Toronto, Ontario, Canada	$116M	-$56.7M	1	0.57%	Reduced
96	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$114M	+$49.1M	5	0.18%	Increased
97	Janus Henderson Group London,	$113M	+$1.35M	4	0.94%	Increased
98	Temasek Holdings Singapore	$110M	$0	1	0.86%	Maintained
99	Edge Asset Management Seattle, Washington	$106M	-$76.4M	1	0.95%	Reduced
100	Confluence Investment Management St. Louis, Missouri	$99.9M	-$12.7M	2	2.75%	Reduced