← 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
$232M +$9.6M 2 3.07% Increased
77
Canada Life
Canada Life
Manitoba, Canada
$231M +$9.67M 6 0.43% Increased
78
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$222M +$7.57M 5 0.31% Increased
79
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$220M -$24.9M 5 0.25% Reduced
80
TCW Group
TCW Group
California
$215M +$23.7M 4 1.87% Increased
81
Allianz Asset Management
Allianz Asset Management
Germany
$213M -$20.9M 5 0.21% Reduced
82
CI Investments Inc
CI Investments Inc
Ontario, Canada
$212M -$32.3M 7 0.93% Reduced
83
ACM
AEW Capital Management
Massachusetts
$210M -$9.5M 2 7.57% Reduced
84
HA
Harbor Advisors
Florida
$208M $0 4 46.47% Maintained
85
STRS Ohio
STRS Ohio
Ohio
$207M -$1.3M 5 0.8% Reduced
86
CC
Cederberg Capital
United Kingdom
$204M +$34.9M 1 7.5% Increased
87
SEI Investments
SEI Investments
Pennsylvania
$201M -$23.6M 9 0.52% Reduced
88
TD Asset Management
TD Asset Management
Ontario, Canada
$201M +$1.06M 3 0.24% Increased
89
Citadel Advisors
Citadel Advisors
Florida
$200M -$17.5M 8 0.05% Reduced
90
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$195M +$207M 1 4.28% New
91
HSBC Holdings
HSBC Holdings
United Kingdom
$193M +$22.7M 8 0.26% Increased
92
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$186M +$180M 4 0.49% Increased
93
D.E. Shaw & Co
D.E. Shaw & Co
New York
$186M -$18M 4 0.17% Reduced
94
Federated Hermes
Federated Hermes
Pennsylvania
$183M +$118K 5 0.38% Increased
95
SCH
Sylebra Capital (HK)
Hong Kong
$182M -$17.1M 2 4.62% Reduced
96
Stifel Financial
Stifel Financial
Missouri
$180M +$341K 9 0.32% Increased
97
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$180M -$6.79M 6 0.63% Reduced
98
ACM
Adelante Capital Management
California
$179M -$57.8M 3 12.23% Reduced
99
Barclays
Barclays
United Kingdom
$177M -$10.1M 6 0.09% Reduced
100
Korea Investment Corp
Korea Investment Corp
South Korea
$177M +$18.4M 4 0.53% Increased