← 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
Aberdeen Group
Aberdeen Group
United Kingdom
$227M -$23M 4 0.58% Reduced
77
Neuberger Berman Group
Neuberger Berman Group
New York
$220M -$68.5M 5 0.19% Reduced
78
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$214M -$27.3M 5 0.28% Reduced
79
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$213M +$1.51M 1 2.78% Increased
80
Korea Investment Corp
Korea Investment Corp
South Korea
$211M +$21.2M 4 0.52% Increased
81
DG
DigitalBridge Group
Florida
$210M +$34.8M 4 26.21% Increased
82
HRES
Heitman Real Estate Securities
Illinois
$207M +$3.39M 2 8.18% Increased
83
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$207M +$7.82M 3 0.45% Increased
84
ACI
AMP Capital Investors
Australia
$203M -$39.5M 2 8.55% Reduced
85
HA
Harbor Advisors
Florida
$202M -$1.11M 4 41.4% Reduced
86
HSBC Holdings
HSBC Holdings
United Kingdom
$195M -$64.9M 6 0.24% Reduced
87
BAMCO Inc
BAMCO Inc
New York
$186M -$13.8M 3 0.46% Reduced
88
Franklin Resources
Franklin Resources
California
$184M -$498K 4 0.07% Reduced
89
Federated Hermes
Federated Hermes
Pennsylvania
$183M +$41.7M 5 0.41% Increased
90
Envestnet Asset Management
Envestnet Asset Management
Illinois
$180M +$23.9M 6 0.09% Increased
91
Elliott Investment Management
Elliott Investment Management
Florida
$178M $0 1 1.78% Maintained
92
STRS Ohio
STRS Ohio
Ohio
$178M -$13.6M 4 0.65% Reduced
93
Axa
Axa
France
$177M -$14.8M 4 0.5% Reduced
94
ACM
Adelante Capital Management
California
$171M -$2.76M 2 8.5% Reduced
95
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$171M -$1.73M 4 0.6% Reduced
96
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership
United Kingdom
$169M +$144M 2 4.81% Increased
97
National Pension Service
National Pension Service
South Korea
$168M +$16.3M 4 0.31% Increased
98
Barclays
Barclays
United Kingdom
$165M -$193M 9 0.13% Reduced
99
APG Asset Management
APG Asset Management
Netherlands
$164M -$23.3M 4 0.31% Reduced
100
Allianz Asset Management
Allianz Asset Management
Germany
$163M -$14.8M 4 0.12% Reduced