← 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
ZP
Zimmer Partners
New York
$159M -$13.9M 3 2.18% Reduced
77
Barings
Barings
North Carolina
$155M -$3.67M 2 2.2% Reduced
78
Barclays
Barclays
United Kingdom
$153M -$13.8M 8 0.13% Reduced
79
BAMCO Inc
BAMCO Inc
New York
$152M +$1.48M 3 0.66% Increased
80
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$149M +$26.7M 4 0.21% Increased
81
Credit Suisse
Credit Suisse
Switzerland
$148M -$53.9M 8 0.14% Reduced
82
ACI
AMP Capital Investors
Australia
$145M -$6.74M 4 0.8% Reduced
83
Allianz Asset Management
Allianz Asset Management
Germany
$143M -$31.1M 4 0.14% Reduced
84
Neuberger Berman Group
Neuberger Berman Group
New York
$143M -$15M 4 0.16% Reduced
85
California Public Employees Retirement System
California Public Employees Retirement System
California
$140M -$21.7M 7 0.19% Reduced
86
Manning & Napier Group
Manning & Napier Group
New York
$138M +$98.4M 2 1.36% Increased
87
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$138M -$6.97M 5 0.28% Reduced
88
HRES
Heitman Real Estate Securities
Illinois
$133M +$16.2M 3 6.4% Increased
89
ACM
Adelante Capital Management
California
$132M -$2.96M 2 7.58% Reduced
90
Security Capital Research & Management
Security Capital Research & Management
Illinois
$130M +$6.65M 2 4.59% Increased
91
Prudential Financial
Prudential Financial
New Jersey
$129M +$3.48M 4 0.19% Increased
92
Santa Barbara Asset Management
Santa Barbara Asset Management
California
$129M +$21M 1 1.96% Increased
93
Jennison Associates
Jennison Associates
New York
$127M -$57.9M 2 0.12% Reduced
94
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$125M +$5.87M 7 0.14% Increased
95
SEI Investments
SEI Investments
Pennsylvania
$123M -$149K 6 0.42% Reduced
96
STRS Ohio
STRS Ohio
Ohio
$121M -$5.2M 4 0.52% Reduced
97
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$121M +$4.9M 5 0.25% Increased
98
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$119M +$4.75M 5 0.48% Increased
99
Moore Capital Management
Moore Capital Management
New York
$118M -$22.8M 1 2.88% Reduced
100
1832 Asset Management
1832 Asset Management
Ontario, Canada
$117M +$11.7M 4 0.4% Increased