← 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
Allianz Asset Management
Allianz Asset Management
Germany
$246M +$19.3M 5 0.29% Increased
77
Sarasin & Partners
Sarasin & Partners
United Kingdom
$237M -$12M 1 3.42% Reduced
78
ACM
AEW Capital Management
Massachusetts
$232M +$24.4M 2 9.18% Increased
79
SEI Investments
SEI Investments
Pennsylvania
$232M +$56.8M 7 0.67% Increased
80
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$230M -$26.9M 2 14.76% Reduced
81
Canada Life
Canada Life
Manitoba, Canada
$228M -$5.56M 6 0.49% Reduced
82
Brookfield Corp
Brookfield Corp
Ontario, Canada
$227M -$77.5M 5 1.24% Reduced
83
CI Investments Inc
CI Investments Inc
Ontario, Canada
$227M +$37.8M 7 1.13% Increased
84
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$224M +$2.24M 5 0.36% Increased
85
HA
Harbor Advisors
Florida
$220M $0 4 51.81% Maintained
86
STRS Ohio
STRS Ohio
Ohio
$218M -$8.41M 5 0.91% Reduced
87
Fidelity International
Fidelity International
Bermuda
$216M -$13.1M 5 0.27% Reduced
88
Carmignac Gestion
Carmignac Gestion
France
$211M +$76.1M 3 2.49% Increased
89
TD Asset Management
TD Asset Management
Ontario, Canada
$210M +$15.1M 4 0.29% Increased
90
Citadel Advisors
Citadel Advisors
Florida
$209M -$55.4M 10 0.06% Reduced
91
TCW Group
TCW Group
California
$204M -$6.02M 4 2.23% Reduced
92
D.E. Shaw & Co
D.E. Shaw & Co
New York
$197M -$816K 5 0.2% Reduced
93
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$197M +$18.2M 2 1.72% Increased
94
Barclays
Barclays
United Kingdom
$192M +$34.3M 7 0.11% Increased
95
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$190M -$1.62M 5 0.75% Reduced
96
Prudential Financial
Prudential Financial
New Jersey
$187M +$8.86M 4 0.35% Increased
97
Stifel Financial
Stifel Financial
Missouri
$187M +$5.05M 8 0.38% Increased
98
UBS Group
UBS Group
Switzerland
$186M +$36M 10 0.07% Increased
99
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$177M -$6.26M 6 0.18% Reduced
100
Victory Capital Management
Victory Capital Management
Texas
$175M +$9.27M 7 0.22% Increased