← 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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$244M -$6.19M 6 0.31% Reduced
77
UBS Group
UBS Group
Switzerland
$243M -$2.08M 13 0.08% Reduced
78
SEI Investments
SEI Investments
Pennsylvania
$237M +$18.9M 10 0.53% Increased
79
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$236M +$767K 7 0.24% Increased
80
Franklin Resources
Franklin Resources
California
$236M -$107M 5 0.09% Reduced
81
Tiger Global Management
Tiger Global Management
New York
$230M -$85.5M 2 0.43% Reduced
82
Blackstone Inc
Blackstone Inc
New York
$224M +$29.7M 2 0.5% Increased
83
TIAM
TT International Asset Management
United Kingdom
$222M +$112M 1 10.17% Increased
84
CI Investments Inc
CI Investments Inc
Ontario, Canada
$222M +$14.7M 7 0.81% Increased
85
APG Asset Management
APG Asset Management
Netherlands
$220M +$17.3M 4 0.37% Increased
86
HA
Harbor Advisors
Florida
$218M $0 4 43.18% Maintained
87
TD Asset Management
TD Asset Management
Ontario, Canada
$211M -$756K 3 0.21% Reduced
88
Macquarie Group
Macquarie Group
Australia
$209M +$83.3M 9 0.17% Increased
89
Stifel Financial
Stifel Financial
Missouri
$207M +$5.6M 7 0.31% Increased
90
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$199M +$19.5M 6 0.71% Increased
91
STRS Ohio
STRS Ohio
Ohio
$199M -$15M 4 0.71% Reduced
92
ACI
AMP Capital Investors
Australia
$197M +$27.6M 6 0.95% Increased
93
AACA
American Assets Capital Advisers
California
$196M +$23.8M 5 22.26% Increased
94
HRES
Heitman Real Estate Securities
Illinois
$195M +$30.7M 1 8.87% Increased
95
Citadel Advisors
Citadel Advisors
Florida
$192M +$142M 12 0.04% Increased
96
ACM
AEW Capital Management
Massachusetts
$190M -$10.5M 2 5.62% Reduced
97
TCW Group
TCW Group
California
$189M -$13.7M 4 1.64% Reduced
98
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$189M +$8.3M 8 0.53% Increased
99
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$188M +$949K 4 0.68% Increased
100
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$185M +$29.4M 4 0.48% Increased