← 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
HSBC Holdings
HSBC Holdings
United Kingdom
$297M -$46.4M 8 0.27% Reduced
77
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$289M +$5.44M 5 0.35% Increased
78
Aberdeen Group
Aberdeen Group
United Kingdom
$287M +$27.5M 6 0.63% Increased
79
ACI
AMP Capital Investors
Australia
$286M -$98.4M 3 8.08% Reduced
80
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$283M +$26.9M 7 0.28% Increased
81
HBK Investments
HBK Investments
Texas
$283M +$267M 1 1.05% New
82
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$280M -$41.4M 3 3.29% Reduced
83
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$275M +$5.86M 6 0.32% Increased
84
TD Asset Management
TD Asset Management
Ontario, Canada
$269M +$22.1M 3 0.23% Increased
85
HRES
Heitman Real Estate Securities
Illinois
$247M +$86.5M 2 11.05% Increased
86
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$241M +$22.4M 1 2.87% Increased
87
Macquarie Group
Macquarie Group
Australia
$235M -$10.1M 10 0.2% Reduced
88
BAMCO Inc
BAMCO Inc
New York
$234M -$35.2M 3 0.5% Reduced
89
Millennium Management
Millennium Management
New York
$234M +$137M 14 0.12% Increased
90
HA
Harbor Advisors
Florida
$232M +$232K 5 43.08% Increased
91
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$230M +$3.26M 4 0.49% Increased
92
STRS Ohio
STRS Ohio
Ohio
$218M -$799K 5 0.76% Reduced
93
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$217M +$21.1M 9 0.47% Increased
94
Korea Investment Corp
Korea Investment Corp
South Korea
$217M +$40.5M 6 0.56% Increased
95
Franklin Resources
Franklin Resources
California
$213M -$4.15M 5 0.08% Reduced
96
Axa
Axa
France
$211M +$24.5M 5 0.54% Increased
97
Bank of Montreal
Bank of Montreal
Ontario, Canada
$211M -$298M 7 0.11% Reduced
98
AACA
American Assets Capital Advisers
California
$210M +$44.2M 5 20.76% Increased
99
Starboard Value
Starboard Value
New York
$208M $0 1 2.89% Maintained
100
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$208M -$8.25M 4 0.72% Reduced