← 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
Brookfield Corp
Brookfield Corp
Ontario, Canada
$128M +$31.9M 1 0.7% Increased
77
Security Capital Research & Management
Security Capital Research & Management
Illinois
$128M +$8.39M 3 4.49% Increased
78
SF
Schooner Foundation
Massachusetts
$126M $0 1 100% Maintained
79
Guggenheim Capital
Guggenheim Capital
Illinois
$125M -$9.08M 6 0.39% Reduced
80
Alkeon Capital Management
Alkeon Capital Management
New York
$122M -$92.7K 1 2.29% Reduced
81
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$121M +$7.45M 3 0.25% Increased
82
BlackRock
BlackRock
New York
$121M +$4.63M 5 0.17% Increased
83
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$119M -$4.58M 4 0.17% Reduced
84
Millennium Management
Millennium Management
New York
$118M -$53.7M 5 0.2% Reduced
85
AllianceBernstein
AllianceBernstein
Tennessee
$115M +$7.55M 4 0.1% Increased
86
Raymond James & Associates
Raymond James & Associates
Florida
$115M +$635K 5 0.31% Increased
87
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$112M +$964K 4 0.23% Increased
88
River Road Asset Management
River Road Asset Management
Kentucky
$112M +$239K 1 2.3% Increased
89
GA
Geneva Advisors
Illinois
$111M -$164K 4 2.08% Reduced
90
STRS Ohio
STRS Ohio
Ohio
$109M +$26.5M 4 0.49% Increased
91
BlackRock Investment Management
BlackRock Investment Management
Delaware
$106M -$246K 4 0.13% Reduced
92
Victory Capital Management
Victory Capital Management
Texas
$102M +$21.1M 3 0.29% Increased
93
SAM
Securian Asset Management
Minnesota
$101M -$6.06M 4 2.73% Reduced
94
Edge Asset Management
Edge Asset Management
Washington
$99.4M +$4.94M 1 0.83% Increased
95
BlackRock Advisors
BlackRock Advisors
Delaware
$96.7M -$25.4M 4 0.1% Reduced
96
HRES
Heitman Real Estate Securities
Illinois
$94.7M +$9.48M 2 5.39% Increased
97
Confluence Investment Management
Confluence Investment Management
Missouri
$94.1M +$1.8M 2 2.45% Increased
98
CBOA
Commonwealth Bank of Australia
Australia
$92.3M +$40.6M 4 1.09% Increased
99
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$91.4M +$5.23M 4 0.25% Increased
100
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$91.1M -$13.5M 5 0.14% Reduced