← 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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$185M -$562K 4 0.28% Reduced
77
Franklin Resources
Franklin Resources
California
$183M -$4.32M 4 0.09% Reduced
78
Raymond James & Associates
Raymond James & Associates
Florida
$182M -$16.7M 3 0.16% Reduced
79
Neuberger Berman Group
Neuberger Berman Group
New York
$178M -$45.6M 3 0.17% Reduced
80
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$173M +$7.73M 2 4.26% Increased
81
Sarasin & Partners
Sarasin & Partners
United Kingdom
$172M -$7.12M 1 2.17% Reduced
82
UBS Group
UBS Group
Switzerland
$169M -$16.5M 12 0.06% Reduced
83
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$168M -$6.92M 4 0.58% Reduced
84
National Pension Service
National Pension Service
South Korea
$168M +$3.16M 3 0.31% Increased
85
Envestnet Asset Management
Envestnet Asset Management
Illinois
$164M +$10.1M 7 0.08% Increased
86
Allianz Asset Management
Allianz Asset Management
Germany
$163M +$41.2M 4 0.29% Increased
87
Axa
Axa
France
$161M +$5.15M 3 0.55% Increased
88
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$158M +$154M 1 3.52% New
89
STRS Ohio
STRS Ohio
Ohio
$153M -$27.8M 3 0.66% Reduced
90
Epoch Investment Partners
Epoch Investment Partners
New York
$153M +$13.7M 1 0.91% Increased
91
APG Asset Management
APG Asset Management
Netherlands
$151M -$2.23M 3 0.32% Reduced
92
Railway Pension Investments
Railway Pension Investments
United Kingdom
$150M -$6.34M 2 1.53% Reduced
93
Barclays
Barclays
United Kingdom
$150M -$123M 8 0.07% Reduced
94
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$149M +$14M 6 0.36% Increased
95
ACM
Adelante Capital Management
California
$148M -$1.53M 3 12.89% Reduced
96
Nomura Asset Management
Nomura Asset Management
Japan
$146M +$3.91M 3 0.76% Increased
97
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$141M +$1.76M 3 0.31% Increased
98
Stifel Financial
Stifel Financial
Missouri
$139M +$4.69M 6 0.2% Increased
99
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$133M +$13.3M 3 0.28% Increased
100
BAMCO Inc
BAMCO Inc
New York
$133M -$27M 3 0.4% Reduced