← 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
Neuberger Berman Group
Neuberger Berman Group
New York
$165M +$14.2M 4 0.2% Increased
77
ACM
Adelante Capital Management
California
$165M +$11.9M 2 8.05% Increased
78
Prudential Financial
Prudential Financial
New Jersey
$161M +$29M 4 0.25% Increased
79
Canada Life
Canada Life
Manitoba, Canada
$159M -$50.4M 6 0.38% Reduced
80
1832 Asset Management
1832 Asset Management
Ontario, Canada
$157M -$19.6M 1 0.5% Reduced
81
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$157M +$1.22M 5 0.31% Increased
82
HA
Harbor Advisors
Florida
$153M +$537 4 43.84% Increased
83
DZ Bank
DZ Bank
Germany
$151M +$37.5M 2 0.45% Increased
84
Waddell & Reed Financial
Waddell & Reed Financial
Kansas
$151M +$18.4M 2 0.39% Increased
85
Barclays
Barclays
United Kingdom
$151M -$37.9M 8 0.09% Reduced
86
Manning & Napier Group
Manning & Napier Group
New York
$145M -$10.6M 2 1.62% Reduced
87
SEI Investments
SEI Investments
Pennsylvania
$144M +$14.1M 7 0.37% Increased
88
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$143M +$18M 3 0.5% Increased
89
SCH
Sylebra Capital (HK)
Hong Kong
$139M -$441K 2 6.08% Reduced
90
Epoch Investment Partners
Epoch Investment Partners
New York
$136M -$3.95M 1 0.62% Reduced
91
STRS Ohio
STRS Ohio
Ohio
$136M -$21.2M 5 0.6% Reduced
92
HRES
Heitman Real Estate Securities
Illinois
$135M +$16.4M 3 6.34% Increased
93
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$133M +$29.7M 5 0.51% Increased
94
RC
Rivulet Capital
New Jersey
$132M -$71.6M 1 15.01% Reduced
95
TD Asset Management
TD Asset Management
Ontario, Canada
$128M -$33.5K 3 0.2% Reduced
96
Federated Hermes
Federated Hermes
Pennsylvania
$126M -$106M 4 0.31% Reduced
97
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$124M +$2M 5 0.32% Increased
98
Aviva
Aviva
United Kingdom
$123M +$8.25M 5 0.84% Increased
99
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$122M -$3.64M 3 0.34% Reduced
100
Jennison Associates
Jennison Associates
New York
$122M -$153K 1 0.13% Reduced