← 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
California Public Employees Retirement System
California Public Employees Retirement System
California
$134M -$5.36M 6 0.22% Reduced
77
Citadel Advisors
Citadel Advisors
Florida
$134M +$83.8M 6 0.12% Increased
78
Edge Asset Management
Edge Asset Management
Washington
$134M -$1.41M 1 1.01% Reduced
79
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$129M +$5.39M 3 0.26% Increased
80
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$127M +$4.71M 4 0.17% Increased
81
River Road Asset Management
River Road Asset Management
Kentucky
$124M +$4.04M 1 2.34% Increased
82
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$122M +$9.38M 4 0.29% Increased
83
Allianz Asset Management
Allianz Asset Management
Germany
$121M -$4.19M 4 0.12% Reduced
84
BAMCO Inc
BAMCO Inc
New York
$120M -$13.2M 1 0.64% Reduced
85
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$120M +$228K 4 0.24% Increased
86
Confluence Investment Management
Confluence Investment Management
Missouri
$120M +$7.41M 2 2.68% Increased
87
SF
Schooner Foundation
Massachusetts
$120M $0 1 99.72% Maintained
88
HRES
Heitman Real Estate Securities
Illinois
$120M +$31.9M 2 7.23% Increased
89
Alyeska Investment Group
Alyeska Investment Group
Illinois
$118M +$16.5M 2 0.96% Increased
90
STRS Ohio
STRS Ohio
Ohio
$118M -$2.54M 4 0.51% Reduced
91
CGM
Capital Growth Management
Massachusetts
$117M +$101M 3 5.18% Increased
92
GA
Geneva Advisors
Illinois
$117M +$644K 4 2.09% Increased
93
Fred Alger Management
Fred Alger Management
New York
$112M +$102M 3 0.56% Increased
94
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$110M +$4.04M 5 0.14% Increased
95
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$108M +$94.2M 3 0.28% Increased
96
HA
Harbor Advisors
Florida
$105M +$190K 2 44.79% Increased
97
VOYA Investment Management
VOYA Investment Management
Georgia
$105M -$118M 4 0.24% Reduced
98
CBOA
Commonwealth Bank of Australia
Australia
$103M +$2.01M 4 1.13% Increased
99
ACI
AMP Capital Investors
Australia
$103M +$58.5M 3 0.61% Increased
100
SAM
Securian Asset Management
Minnesota
$98.2M +$17.8M 4 2.63% Increased