← 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
$183M +$32.8M 6 0.3% Increased
77
SEI Investments
SEI Investments
Pennsylvania
$178M +$12M 7 0.4% Increased
78
Korea Investment Corp
Korea Investment Corp
South Korea
$177M +$28M 3 0.55% Increased
79
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$174M -$13M 6 0.25% Reduced
80
Citigroup
Citigroup
New York
$174M -$7.52M 10 0.12% Reduced
81
Aberdeen Group
Aberdeen Group
United Kingdom
$173M +$31.2M 4 0.52% Increased
82
Barclays
Barclays
United Kingdom
$166M +$67.3M 9 0.18% Increased
83
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$163M +$41.6M 5 0.64% Increased
84
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$163M -$1.2M 5 0.27% Reduced
85
Liontrust Investment Partners
Liontrust Investment Partners
United Kingdom
$159M -$12.2M 1 2.55% Reduced
86
Franklin Resources
Franklin Resources
California
$158M +$21.6M 5 0.09% Increased
87
HA
Harbor Advisors
Florida
$155M -$440K 4 41.59% Reduced
88
HRES
Heitman Real Estate Securities
Illinois
$150M -$15.9M 2 8.11% Reduced
89
Envestnet Asset Management
Envestnet Asset Management
Illinois
$144M +$3.93M 5 0.08% Increased
90
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$143M +$1.05M 1 4.22% Increased
91
Brookfield Corp
Brookfield Corp
Ontario, Canada
$136M +$61.6M 5 0.5% Increased
92
National Pension Service
National Pension Service
South Korea
$136M +$2.31M 3 0.28% Increased
93
US Bancorp
US Bancorp
Minnesota
$133M -$1.67M 7 0.28% Reduced
94
M&G Investment Management
M&G Investment Management
United Kingdom
$133M +$543K 1 0.77% Increased
95
Canada Life
Canada Life
Manitoba, Canada
$132M +$60.5K 5 0.38% Increased
96
Federated Hermes
Federated Hermes
Pennsylvania
$132M +$7.1M 3 0.39% Increased
97
Sarasin & Partners
Sarasin & Partners
United Kingdom
$131M +$416K 1 1.82% Increased
98
STRS Ohio
STRS Ohio
Ohio
$130M -$408K 4 0.62% Reduced
99
Millennium Management
Millennium Management
New York
$127M -$76.7M 9 0.07% Reduced
100
ACM
Adelante Capital Management
California
$126M -$5.62M 2 9.5% Reduced