← 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
HRES
Heitman Real Estate Securities
Illinois
$205M +$18.6M 2 9.63% Increased
77
SEI Investments
SEI Investments
Pennsylvania
$201M -$44.5M 7 0.43% Reduced
78
Bank of Montreal
Bank of Montreal
Ontario, Canada
$201M +$63.2M 6 0.09% Increased
79
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$196M +$7.9M 1 2.76% Increased
80
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$195M +$2.25M 5 0.31% Increased
81
Elliott Investment Management
Elliott Investment Management
Florida
$194M $0 1 2.23% Maintained
82
BAMCO Inc
BAMCO Inc
New York
$190M +$33.2M 3 0.61% Increased
83
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$188M +$1.64M 3 0.48% Increased
84
DG
DigitalBridge Group
Florida
$184M -$16.8M 4 24.82% Reduced
85
Federated Hermes
Federated Hermes
Pennsylvania
$183M +$19.3M 4 0.5% Increased
86
Korea Investment Corp
Korea Investment Corp
South Korea
$181M -$7.79M 4 0.55% Reduced
87
HSBC Holdings
HSBC Holdings
United Kingdom
$180M +$4.24M 7 0.25% Increased
88
HA
Harbor Advisors
Florida
$179M -$32.2K 4 43.55% Reduced
89
Aberdeen Group
Aberdeen Group
United Kingdom
$177M -$18.3M 4 0.56% Reduced
90
Allianz Asset Management
Allianz Asset Management
Germany
$172M +$18M 4 0.16% Increased
91
Envestnet Asset Management
Envestnet Asset Management
Illinois
$170M +$6.94M 6 0.09% Increased
92
Franklin Resources
Franklin Resources
California
$168M +$5.35M 5 0.08% Increased
93
UBS Group
UBS Group
Switzerland
$164M -$47.2M 13 0.07% Reduced
94
National Pension Service
National Pension Service
South Korea
$162M +$12.6M 3 0.33% Increased
95
Canada Life
Canada Life
Manitoba, Canada
$159M +$38M 5 0.42% Increased
96
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$159M +$7.67M 5 0.61% Increased
97
STRS Ohio
STRS Ohio
Ohio
$156M -$4.17M 5 0.7% Reduced
98
ACM
Adelante Capital Management
California
$154M +$1.45M 2 9.29% Increased
99
M&G Investment Management
M&G Investment Management
United Kingdom
$153M +$53M 3 0.91% Increased
100
Fidelity International
Fidelity International
Bermuda
$152M +$11M 5 0.18% Increased