← 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
Alkeon Capital Management
Alkeon Capital Management
New York
$132M +$11.5M 1 2.61% Increased
77
Russell Investments Group
Russell Investments Group
United Kingdom
$132M +$128M 5 0.26% New
78
BlackRock
BlackRock
New York
$131M +$12.1M 5 0.19% Increased
79
Neuberger Berman Group
Neuberger Berman Group
New York
$131M -$14.8M 4 0.18% Reduced
80
Guggenheim Capital
Guggenheim Capital
Illinois
$129M +$8.33M 6 0.37% Increased
81
California Public Employees Retirement System
California Public Employees Retirement System
California
$127M -$8.69M 6 0.21% Reduced
82
Edge Asset Management
Edge Asset Management
Washington
$125M +$22.9M 1 0.96% Increased
83
Raymond James & Associates
Raymond James & Associates
Florida
$121M +$18.9M 6 0.31% Increased
84
BAMCO Inc
BAMCO Inc
New York
$120M -$14.7M 1 0.68% Reduced
85
Allianz Asset Management
Allianz Asset Management
Germany
$112M -$49.6M 4 0.1% Reduced
86
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$112M -$4.86M 3 0.24% Reduced
87
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$110M -$5.09M 4 0.16% Reduced
88
River Road Asset Management
River Road Asset Management
Kentucky
$109M +$12.7M 1 2.09% Increased
89
SF
Schooner Foundation
Massachusetts
$109M $0 1 100% Maintained
90
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$108M -$382K 4 0.22% Reduced
91
STRS Ohio
STRS Ohio
Ohio
$108M +$1.65M 4 0.48% Increased
92
Confluence Investment Management
Confluence Investment Management
Missouri
$103M +$16.9M 2 2.5% Increased
93
GA
Geneva Advisors
Illinois
$102M -$3.9M 3 1.98% Reduced
94
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$102M +$12.3M 4 0.26% Increased
95
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95.7M +$5.74M 5 0.14% Increased
96
HA
Harbor Advisors
Florida
$93.8M +$91.7M 2 44.95% New
97
Alyeska Investment Group
Alyeska Investment Group
Illinois
$90.8M +$58.9M 3 0.75% Increased
98
CBOA
Commonwealth Bank of Australia
Australia
$89.5M -$252K 4 1.1% Reduced
99
Miller Howard Investments
Miller Howard Investments
New York
$86.7M -$4.14M 1 1.66% Reduced
100
Temasek Holdings
Temasek Holdings
Singapore
$75.6M $0 1 0.6% Maintained