← 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	ACM Adelante Capital Management Alameda, California	$204M	+$32M	2	12.97%	Increased
77	Amundi Asset Management US Boston, Massachusetts	$203M	-$43.9M	6	0.35%	Reduced
78	New York State Common Retirement Fund Albany, New York	$198M	+$2.57M	5	0.3%	Increased
79	Fidelity International Hamilton, Bermuda	$198M	-$4.12M	4	0.33%	Reduced
80	DZ Bank Frankfurt Am Main, Germany	$198M	+$11.6M	5	0.67%	Increased
81	HRES Heitman Real Estate Securities Chicago, Illinois	$192M	+$49.2M	2	10.91%	Increased
82	SCH Sylebra Capital (HK) Hong Kong	$185M	+$30.6M	2	7.57%	Increased
83	HA Harbor Advisors West Palm Beach, Florida	$184M	+$16.7M	4	55.76%	Increased
84	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$183M	+$15.7M	5	0.39%	Increased
85	Stifel Financial St. Louis, Missouri	$182M	-$112K	7	0.5%	Reduced
86	TCW Group Los Angeles, California	$178M	-$11.3M	3	2.47%	Reduced
87	Farallon Capital Management San Francisco, California	$176M	-$80.4M	1	1.51%	Reduced
88	Pacer Advisors Malvern, Pennsylvania	$171M	+$84.7M	5	3.44%	Increased
89	SEI Investments Oaks, Pennsylvania	$167M	+$25.1M	7	0.61%	Increased
90	STRS Ohio Columbus, Ohio	$165M	+$23.9M	5	0.87%	Increased
91	CIBC Private Wealth Group Atlanta, Georgia	$164M	+$32.1M	4	0.71%	Increased
92	Prudential plc London, England, United Kingdom	$164M	+$170M	3	0.87%	Increased
93	State of New Jersey Common Pension Fund D Trenton, New Jersey	$163M	+$14.1M	6	0.79%	Increased
94	TD Asset Management Toronto, Ontario, Canada	$156M	+$15.2M	3	0.26%	Increased
95	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$147M	+$35.6M	6	0.16%	Increased
96	Waddell & Reed Financial Overland Park, Kansas	$146M	-$10.7M	3	0.47%	Reduced
97	Manning & Napier Group Fairport, New York	$146M	-$1.82M	2	1.72%	Reduced
98	ZP Zimmer Partners New York	$145M	+$101M	2	3.22%	Increased
99	Federated Hermes Pittsburgh, Pennsylvania	$145M	-$12.8M	4	0.43%	Reduced
100	Prudential Financial Newark, New Jersey	$142M	+$14.6M	4	0.31%	Increased