← 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
Sarasin & Partners
Sarasin & Partners
United Kingdom
$230M -$17.6M 1 3.67% Reduced
77
Fidelity International
Fidelity International
Bermuda
$229M -$36.3M 5 0.31% Reduced
78
Amundi Asset Management US
Amundi Asset Management US
Massachusetts
$229M +$7.43M 5 0.27% Increased
79
ACM
Adelante Capital Management
California
$225M +$830K 2 13.27% Increased
80
Canada Life
Canada Life
Manitoba, Canada
$225M -$25.4M 6 0.52% Reduced
81
STRS Ohio
STRS Ohio
Ohio
$214M +$32.7M 5 0.94% Increased
82
Allianz Asset Management
Allianz Asset Management
Germany
$212M -$52.2M 5 0.24% Reduced
83
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$210M +$9.97M 5 0.37% Increased
84
HA
Harbor Advisors
Florida
$205M +$818 4 52.49% Increased
85
ACI
AMP Capital Investors
Australia
$204M -$12.6M 6 1.28% Reduced
86
DZ Bank
DZ Bank
Germany
$198M -$23.2M 4 0.53% Reduced
87
ACM
AEW Capital Management
Massachusetts
$197M +$53.7M 2 9.09% Increased
88
TCW Group
TCW Group
California
$195M -$5.38M 3 2.27% Reduced
89
D.E. Shaw & Co
D.E. Shaw & Co
New York
$193M +$13.2M 6 0.23% Increased
90
Farallon Capital Management
Farallon Capital Management
California
$188M -$9.7M 1 1.5% Reduced
91
CI Investments Inc
CI Investments Inc
Ontario, Canada
$184M +$61M 4 0.98% Increased
92
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$183M +$344K 5 0.76% Increased
93
TD Asset Management
TD Asset Management
Ontario, Canada
$182M +$7.71M 4 0.26% Increased
94
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$177M +$13.2M 6 0.17% Increased
95
SCH
Sylebra Capital (HK)
Hong Kong
$175M -$69.3M 2 5.45% Reduced
96
Stifel Financial
Stifel Financial
Missouri
$174M -$19.7M 8 0.4% Reduced
97
Citigroup
Citigroup
New York
$169M +$31M 9 0.13% Increased
98
SEI Investments
SEI Investments
Pennsylvania
$169M -$16.5M 8 0.52% Reduced
99
Prudential Financial
Prudential Financial
New Jersey
$168M +$12.4M 4 0.32% Increased
100
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$165M +$26.6M 2 1.69% Increased