← 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	DG DigitalBridge Group Boca Raton, Florida	$171M	-$41.8M	2	24.19%	Reduced
77	STRS Ohio Columbus, Ohio	$171M	+$26.8M	3	0.77%	Increased
78	Liontrust Investment Partners London, United Kingdom	$168M	-$14.4M	1	2.94%	Reduced
79	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$166M	-$37M	3	0.72%	Reduced
80	Sarasin & Partners London, United Kingdom	$163M	+$11.2M	1	2.13%	Increased
81	Bank of Montreal Toronto, Ontario, Canada	$163M	+$40.9M	5	0.07%	Increased
82	BNP Paribas Asset Management Paris, France	$162M	-$20M	5	0.58%	Reduced
83	Citigroup New York	$161M	-$36M	9	0.13%	Reduced
84	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$160M	+$7.89M	3	0.31%	Increased
85	Envestnet Asset Management Chicago, Illinois	$155M	-$2.1M	4	0.08%	Reduced
86	APG Asset Management Amsterdam, Netherlands	$152M	+$20.3M	3	0.29%	Increased
87	Janus Henderson Group London,	$151M	-$104M	3	0.11%	Reduced
88	BAMCO Inc New York	$147M	+$4.34M	3	0.49%	Increased
89	ESCM Echo Street Capital Management New York	$145M	+$25.4M	2	1.4%	Increased
90	Axa Paris, France	$143M	-$332K	3	0.51%	Reduced
91	Railway Pension Investments London, United Kingdom	$142M	$0	2	1.43%	Maintained
92	Adage Capital Partners Boston, Massachusetts	$142M	+$35.4M	3	0.34%	Increased
93	1WCM 12 West Capital Management New York	$139M	-$5.76M	1	14.05%	Reduced
94	Millennium Management New York	$139M	+$8.18M	10	0.08%	Increased
95	ACM Adelante Capital Management Alameda, California	$138M	-$4.47M	2	11.61%	Reduced
96	Federated Hermes Pittsburgh, Pennsylvania	$137M	-$1.87M	3	0.38%	Reduced
97	HRES Heitman Real Estate Securities Chicago, Illinois	$135M	-$29.7M	2	7.19%	Reduced
98	Nomura Asset Management Tokyo, Japan	$133M	+$6.5M	3	0.77%	Increased
99	Brookfield Corp Toronto, Ontario, Canada	$131M	-$12.1M	3	0.49%	Reduced
100	Epoch Investment Partners New York	$131M	-$1.81M	1	0.78%	Reduced