← 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	Jane Street New York	$231M	+$221M	9	0.11%	Increased
77	Russell Investments Group London, United Kingdom	$225M	-$46.1M	7	0.4%	Reduced
78	UBS Group Zurich, Switzerland	$225M	+$58.4M	12	0.07%	Increased
79	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$220M	+$502K	5	0.29%	Increased
80	New York State Common Retirement Fund Albany, New York	$207M	-$9.18M	5	0.23%	Reduced
81	SEI Investments Oaks, Pennsylvania	$193M	+$168K	9	0.49%	Increased
82	STRS Ohio Columbus, Ohio	$189M	-$14.9M	4	0.71%	Reduced
83	Rokos Capital Management (UK) London, United Kingdom	$189M	$0	1	2.81%	Maintained
84	ACM Adelante Capital Management Alameda, California	$188M	+$15.2M	2	11.79%	Increased
85	ZP Zimmer Partners New York	$187M	+$27.6M	4	2.54%	Increased
86	Fidelity International Hamilton, Bermuda	$186M	-$54.5M	5	0.21%	Reduced
87	HA Harbor Advisors West Palm Beach, Florida	$185M	-$12.9M	4	41.12%	Reduced
88	CI Investments Inc Toronto, Ontario, Canada	$185M	-$4.52M	7	0.78%	Reduced
89	Allianz Asset Management Munich, Germany	$185M	-$20.7M	4	0.18%	Reduced
90	Epoch Investment Partners New York	$183M	-$20.2M	1	0.86%	Reduced
91	Mirae Asset Global Investments Seoul, South Korea	$181M	+$9.61M	8	0.63%	Increased
92	Stifel Financial St. Louis, Missouri	$180M	+$1.15M	8	0.3%	Increased
93	AACA American Assets Capital Advisers San Diego, California	$178M	+$39.6M	5	23.09%	Increased
94	ACM AEW Capital Management Boston, Massachusetts	$177M	-$27.9M	2	6.13%	Reduced
95	TD Asset Management Toronto, Ontario, Canada	$177M	-$20.6M	3	0.2%	Reduced
96	APG Asset Management Amsterdam, Netherlands	$175M	+$35.3M	4	0.3%	Increased
97	TCW Group Los Angeles, California	$175M	-$31.4M	4	1.68%	Reduced
98	LPC Long Pond Capital New York	$171M	+$201M	3	5.86%	New
99	TIAM TT International Asset Management London, United Kingdom	$170M	+$33.8M	1	6.78%	Increased
100	State of New Jersey Common Pension Fund D Trenton, New Jersey	$169M	-$3.77M	7	0.59%	Reduced