← 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	Fred Alger Management New York	$160M	-$55.4M	3	0.6%	Reduced
77	Confluence Investment Management St. Louis, Missouri	$158M	-$3.83M	2	2.69%	Reduced
78	Lasalle Investment Management Securities Baltimore, Maryland	$157M	-$14.5M	3	3.41%	Reduced
79	Security Capital Research & Management Chicago, Illinois	$153M	+$22.1M	2	5.32%	Increased
80	Amundi Asset Management US Boston, Massachusetts	$152M	+$2.08M	4	0.2%	Increased
81	Neuberger Berman Group New York	$151M	+$7.46M	4	0.17%	Increased
82	Macquarie Group Sydney, NSW 2000, Australia	$151M	-$3.64M	7	0.25%	Reduced
83	Duff & Phelps Investment Management Chicago, Illinois	$150M	-$96.2M	2	2.27%	Reduced
84	Santa Barbara Asset Management Los Angeles, California	$146M	+$6.32M	1	2.11%	Increased
85	Jennison Associates New York	$140M	+$11.6M	2	0.13%	Increased
86	HRES Heitman Real Estate Securities Chicago, Illinois	$139M	+$2.89M	3	6.42%	Increased
87	ACI AMP Capital Investors Sydney, Australia	$138M	-$8.32M	4	0.75%	Reduced
88	Barings Charlotte, North Carolina	$137M	-$20.1M	2	1.94%	Reduced
89	Manning & Napier Group Fairport, New York	$137M	-$2.51M	2	1.35%	Reduced
90	RhumbLine Advisers Boston, Massachusetts	$135M	-$4.4M	5	0.26%	Reduced
91	ACM Adelante Capital Management Alameda, California	$134M	+$2.1M	2	7.58%	Increased
92	Wellington Management Group Boston, Massachusetts	$132M	+$42.4M	2	0.03%	Increased
93	CIBC Private Wealth Group Atlanta, Georgia	$127M	-$29.4K	3	0.48%	Reduced
94	Thrivent Financial for Lutherans Minneapolis, Minnesota	$125M	+$8.32M	4	0.39%	Increased
95	Adage Capital Partners Boston, Massachusetts	$123M	+$35.7M	4	0.28%	Increased
96	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$123M	+$524K	5	0.24%	Increased
97	Allianz Asset Management Munich, Germany	$121M	-$25.4M	5	0.11%	Reduced
98	Millennium Management New York	$121M	-$51.1M	8	0.15%	Reduced
99	RC Rivulet Capital Summit, New Jersey	$120M	+$6.57M	1	14.17%	Increased
100	STRS Ohio Columbus, Ohio	$118M	-$4.5M	4	0.52%	Reduced